Mark Jon Stromberg is a eficient professional, that works in Personal Capital main office of which is in 1086. as a Senior Financial Advisor from 2017. Mark gained professional experience in more than nine positions at various companies. Mark Jon Stromberg went to the University of Colorado Boulder and got education from 1982 to 1986. Mark has such qualifications as Series 65. Denver, Colorado is the area, where the professional was lastly known to live. This person's email address and phone number are accessed through Connexy on demand.
Name variants:
Marc Stromberg,
Marcus Stromberg,
Markus Stromberg,
Marquis Stromberg,
Mark Stromberg
Contact Information
Last Update
Jul 6, 2022
Email
mj**@comcast.net, ms**@excite.com, ms**@excite.com
Location
Denver, CO
Company
Workplace
Colleagues
Work History
Independent Wealth Advisor and Investment Advisor Representatitve at Wealthsource Partners
1880 Santa Barbara Ave SUITE 240, San Luis Obispo, CA 93401
Independent Wealth Advisor/Investment Advisor Representatitve at WealthSource Partners at WealthSource Partners, LLC
Apr 2016 — Oct 2017
Wealth Manager
7887 east Belleview Ave SUITE 1100, Englewood, CO 80111
Due to the untimely passing of the firm founder & managing director, shortly after my joining the firm, I chose to find a new home for my clients, and chose to work with a firm that had deep...
Feb 2016 — Apr 2016
Independent Sales Director and Solicitor
I am proud to announce I have partnered with Brent's firm to provide investment advice and portfolio management to clients looking to preserve and grow their portfolio assets, and to save an...
Jan 1, 2010 — Feb 2016
Relationship Manager
6050 Oak Tree Blvd south SUITE 500, Cleveland, OH 44131
Delivered superior client service to the firm’s high-net worth clientele; roughly 24 clients and $175 million of assets under advisement Provided significant support for the Vice President o...
Oct 2003 — Mar 2009
Associate Relationship Manager
1555 Peachtree St northeast SUITE 1100, Atlanta, GA 30309
Delivered superior service to the firm’s Western client base by coordinating internal resources to meet the wide-ranging financial needs of high net worth clients Supported the Denver office...
Jun 2000 — Nov 2002
Manager
1555 Peachtree St, Atlanta, GA 30309
Provided valuable analysis and insights through rigorous monitoring of external industry information and internal performance measures Initiated relevant tracking measurements for the market...
Dec 1993 — Apr 2000
Account Administrator
280 Congress Street Brg, Boston, MA 02210
Liaison between clients, portfolio management, marketing, and custodian banks for client portfolio information and reconciliation Managed financial records for wide variety of accounts, rang...
Mar 1992 — Aug 1993
Account Administrator
100 Federal St, Boston, MA 02110
Assisted portfolio managers on quantitative projects such as asset allocations and contribution analysis Reported indirectly to over 30 high-level investment professionals Managed on a daily...
Mar 1987 — Mar 1992
Education
Occupations
Financial Broker
Financial Consultant
Accountant
Finance and Accounting Specialist
Advisor
Financial Services Professional
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Skills
Investments
Mutual Funds
Portfolio Management
Finance
Asset Allocation
Financial Planning
Wealth Management
Financial Analysis
Investment Strategies
Management
New Business Development
Due Diligence
Series 63
Investment Advisory
Asset Managment
Retirement
Financial Services
Fixed Income
Investment Management
Financial Modeling
Wealth Management Services
Risk Management
Relationship Management
Retirement Planning
Estate Planning
Cash Flow
Budgets
Asset Management