Mark Johnson

About Mark Johnson

Experienced Senior Vice President in the Private Client Group at Merrill Lynch with a demonstrated history of working in the financial services industry. Strong finance professional skilled in Securities, Investment Advisory, Mutual Funds, Securities Regulation, and Trading.

Experience

1. Senior Vice President - Investments

   Merrill Lynch

   Jun 1990 — Present

   Joined Merrill Lynch as a Financial Advisor in June of 1990 in the Fifth Avenue Financial Center in New York City. Certified Portfolio Investment Advisor.Helps meet the investment needs of privately held businesses, foundations and high net worth individuals including executives and professional athletes.Provides clients risk appropriate portfolio modeling through a wide array of investment services including asset allocation analysis, stock option analysis and portfolio management. Advises clients on investments in equities, bonds, options and structured products.Has a BA in Economics from Franklin and Marshall College and an MBA from the Columbia Business School.

Education

• Franklin & Marshall College

  BA

  1986 — 1990

• Columbia Business School

  MBA

  2008 — 2009

Skills

• Asset Allocation
• Mutual Funds
• Risk Management
• Portfolio Management
• Financial Analysis
• Capital Markets
• Series 7
• Finance
• Retirement Planning
• Finra
• Equities
• Options
• Financial Modeling
• Financial Services
• Investment Strategies
• Alternative Investments
• Private Equity
• Bonds
• Strategic Financial Planning
• Wealth Management
• Financial Advisory
• Hedge Funds
• Fixed Income
• Investment Management
• Investments
• Structured Products
• Financial Risk
• Asset Management
• Investment Banking
• Securities
• Estate Planning
• Investment Advisory
• Series 63
• Bond Markets