Mary Atkinson Email & Phone Number
Senior Vice President Schrum Private Wealth Management
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Mary Atkinson Location
- St. Augustine, FL, US
Mary Atkinson Work
- 2011 -now Senior Vice President Schrum Private Wealth Management @ Schrum Private Wealth Management
- 2011 -2022 Senior Vice President @ Founders Wealth Management and Planning
- 2011 -2013 Assistant VP @ Dogwood Investment Partners, LLC
- 2006 -2011 Registered Senior Client Associate @
- 2001 -2006 Senior Reg'd Client Associate @
Mary Atkinson Education
- St. Johns River State College
- National Social Security Association LLC
National Social Security Advisor Certificate Holder
- Saint Johns River State College
Mary Atkinson Skills
- Financial Services
- Series 7
- Series 65
- Series 63
- Client Relations
- Client Services
- Leadership
- Management
- Microsoft Word
- Marketing
- Business Analysis
- Sales
Mary Atkinson Summary
- Mary Atkinson, based in St. Augustine, FL, US, is currently a Senior Vice President Schrum Private Wealth Management at Schrum Private Wealth Management. Mary Atkinson brings experience from previous roles at Founders Wealth Management and Planning, Dogwood Investment Partners, LLC, Merrill Lynch and Morgan Stanley. Mary Atkinson holds a St. Johns River State College. With a robust skill set that includes Financial Services, Series 7, Series 65, Series 63, Client Relations and more. Mary Atkinson has 1 emails and 1 mobile phone numbers on RocketReach.
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