Marcus Hagood

Director, Equity Management Programs

Marcus Hagood is a high-skilled expert, working in Fp Transitions main office of which is in 53. as a Director, Equity Management Programs from 2013. Marcus gained professional experience in more than eight positions at different companies. Marcus Hagood went to the University of Nebraska at Omaha and got education there from 1990 to 1995. Portland, Oregon is the area, where this professional was known to be located. This professional's e-mail and phone are easily accessed through this website on demand.
Name variants:
Mark Hagood

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Contact Information

Last Update
Jul 3, 2022
Email
ma**@fptransitions.com, ha**@yahoo.com
Location
Portland, OR
Company
Fp Transitions

Workplace

Director, Equity Management Programs

Work History

Director, Equity Management Programs

4900 Meadows Rd SUITE 300, Lake Oswego, OR 97035
FP Transitions is the nation's leading provider of equity management, valuation, and succession planning services for the financial services industry, and operates the largest open market fo...
from Sep 2013

Erath Winery, Cellar Worker Iii

I was responsible for the operation of winery equipment in support of wine making operations. Duties included set up, sanitation, and operation of wine making equipment, monitoring wine ferm...
Dec 2009 — Jun 2013

Harvest Intern

Oregon
Responsibilities included set up and operation of the crush pad, crusher destemmer, electronic scale, must and wine pumps, and the cleaning and maintenance of stainless steel tanks, fermente...
Aug 2009 — Oct 2009

Director, Branch Office Development

12325 Prt Grace Blvd, La Vista, NE
I was responsible for recruiting financial services representatives to Securities America. Job functions included prospecting, qualifying, and closing on sales opportunities, working with br...
Oct 2006 — Apr 2009

Vice President, Institutional Sales

200 south 108Th Avenue Cir, Omaha, NE 68164
I was responsible for selling institutional custody and execution services to registered investment advisors in a thirteen-state region. Job functions included prospecting, qualifying, and c...
Jan 2005 — Oct 2006

Director, Account Management

200 south 108Th Avenue Cir, Omaha, NE 68164
I was responsible for the staffing and management of a team of five account managers who provided consultative sales and business development services to registered investment advisors. Job ...
Jan 2004 — Jan 2005

Senior Manager, Client Service

200 south 108Th Avenue Cir, Omaha, NE 68164
I was responsible for the management and operation of a client service team consisting of fifteen associates who provided client service, trading, technology support, and conversion services...
Jan 2002 — Jan 2004

Client Service Representative

200 south 108Th Avenue Cir, Omaha, NE 68164
Responsible for the daily support of 25 fully disclosed broker dealers and their representatives. This included monitoring trading activity, processing daily account transactions, and resolv...
May 1997 — Jan 2002

Occupations

Executive
Director
Accountant
Finance and Accounting Specialist
Agents
Sales Specialist
Equipment Tools Purchasing Agent
Operations Manager
Accounting Bookkeeper
Bookkeeper
Department Store Salesperson
Retail Salesperson

Skills

Financial Services
Series 63
Series 7
Securities
Mutual Funds
Finra
Alternative Investments
Series 24
Sales
Customer Service
Risk Management
Wealth Management
Retirement Planning
Investment Advisory
Financial Advisory
Relationship Management
Options
Trading
Public Speaking
Management
Sales Management
Asset Allocation
Etfs
Microsoft Office
Microsoft Excel
Salesforce.com
Investments
Portfolio Management
Asset Management
Equities
Leadership
Powerpoint
Finance
Retirement
Business Development
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