Marc Brooks
Senior Wealth Advisor at Mission Wealth
- Role
- Senior Wealth Advisor at Mission Wealth
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Marc Brooks
As a goal-focused leader, I have experience in optimizing business processes, fostering…
Experience
Senior Wealth Advisor
Apr 2024 — Present
Education
Metropolitan State University of Denver
Financial Planning
2006 — 2008
University of Colorado Boulder
Bachelor of Science
1994 — 1999
Indiana University - Kelley School of Business
Master of Business Administration (MBA)
2014 — 2018
Skills
- Wealth Management
- Financial Services
- Mutual Funds
- Relationship Management
- Financial Analysis
- Finance
- Strategy
- Series 7
- Investments
- Customer Retention
- Crm
- Portfolio Management
- Strategic Financial Planning
- Retirement
- Wholesale
- Series 63
- Financial Planning
- Leadership
- Customer Relationship Management (Crm)
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