Mark Damron
Experienced and licensed (7, 9, 10, 63, 66, Accident, Life & Health, VA) financial professional with a demonstrated... | St Louis, Missouri, United States
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Mark Damron’s Emails ma****@fi****.com
Mark Damron’s Phone Numbers No phone number available.
Social Media
Mark Damron’s Location St Louis, Missouri, United States
Mark Damron’s Expertise Experienced and licensed (7, 9, 10, 63, 66, Accident, Life & Health, VA) financial professional with a demonstrated history of working in the financial industry. My current role is 'Investment Consultant'. I develop financial plans customized to the needs of my affluent clients through a wide range of solutions and services. I cultivate relationships and provide investment solutions. Some of the items I do on a regular basis are: Conduct annual reviews Present retirement analysis Educate clients Probing, uncovering, and incorporating all relevant financial and personal data to identify the most appropriate investment strategy and identify additional investment opportunities Additional Skills: Portfolio Analysis, Asset Management, Trading, Client Onboarding, Rollover Calls, Case Prep., Microsoft Suite, Sales, Compliance, strong administrative professional skills.
Mark Damron’s Current Industry Fidelity Investments
Mark
Damron’s Prior Industry
Weedman Lawn Care
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Cabelas
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Upci World Headquarters
|
Td Ameritrade
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Northwestern Mutual
|
Fidelity Investments
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Work Experience
Fidelity Investments
Investment Consultant
Thu Dec 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Fidelity Investments
Client Management Representative
Wed Sep 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Dec 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
Northwestern Mutual
Associate Wealth Management Advisor
Wed Jul 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Sep 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)
Upci World Headquarters
Executive Administrative Assistant Finance
Sun Sep 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jul 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time)
Td Ameritrade
Financial Services Representative
Fri Feb 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Sep 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)
Upci World Headquarters
Executive Administrative Assistant
Wed Jul 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Feb 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)
Cabelas
Atf Compliance
Sat Oct 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jul 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)
Weedman Lawn Care
Sales Representative
Thu Sep 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Oct 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Mark Damron Email Addresses
FAQ About Mark Damron
-
Mark Damron is located at
St Louis, Missouri, United States -
Mark Damron is a
Experienced and licensed (7, 9, 10, 63, 66, Accident, Life & Health, VA) financial professional with a demonstrated history of working in the financial industry. My current role is 'Investment Consultant'. I develop financial plans customized to the needs of my affluent clients through a wide range of solutions and services. I cultivate relationships and provide investment solutions. Some of the items I do on a regular basis are: Conduct annual reviews Present retirement analysis Educate clients Probing, uncovering, and incorporating all relevant financial and personal data to identify the most appropriate investment strategy and identify additional investment opportunities Additional Skills: Portfolio Analysis, Asset Management, Trading, Client Onboarding, Rollover Calls, Case Prep., Microsoft Suite, Sales, Compliance, strong administrative professional skills. Fidelity Investments -
Mark Damron currently works in the
Fidelity Investments -
Mark Damron specializes in
Experienced and licensed (7, 9, 10, 63, 66, Accident, Life & Health, VA) financial professional with a demonstrated history of working in the financial industry. My current role is 'Investment Consultant'. I develop financial plans customized to the needs of my affluent clients through a wide range of solutions and services. I cultivate relationships and provide investment solutions. Some of the items I do on a regular basis are: Conduct annual reviews Present retirement analysis Educate clients Probing, uncovering, and incorporating all relevant financial and personal data to identify the most appropriate investment strategy and identify additional investment opportunities Additional Skills: Portfolio Analysis, Asset Management, Trading, Client Onboarding, Rollover Calls, Case Prep., Microsoft Suite, Sales, Compliance, strong administrative professional skills. -
Mark Damron speaks the following languages:
No languages available. -
Mark Damron has prior experience in the following industries:
Fidelity Investments , Northwestern Mutual , Upci World Headquarters , Td Ameritrade , Upci World Headquarters , Cabelas , Weedman Lawn Care -
Mark Damron has the following professional experience:
Fidelity Investments , Fidelity Investments , Northwestern Mutual , Upci World Headquarters , Td Ameritrade , Upci World Headquarters , Cabelas , Weedman Lawn Care . -
You can view Mark Damron’s
LinkedIn profile at LinkedIn URL. -
Mark Damron’s work email addresses are
[email protected] . -
Mark Damron works at
Fidelity Investments
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