Mark Martone
Financial Advisor @ Barnum Financial Group - Registered Broker - Investment Advisor Representative
- Role
- Registered Broker Financial Advisor Investment Advisor Representative at Barnum Financial Group
- Location
- Warwick, RI, US
- LinkedIn followers
- 500 followers
About Mark Martone
My financial services practice is based on a commitment to careful listening, thoughtful…
Experience
Registered Broker Financial Advisor Investment Advisor Representative
Oct 2017 — Present
Barnum Financial Group provides a full range of investment and risk management products and services to over clients, including individuals and their families, as well as small businesses, corporations, government entities, and not-for-profit organizations and their employees in all fifty states.With offices in Connecticut, Massachusetts, New Jersey, New York, and Rhode Island, Barnum has a team of resources to help create customized solutions to fit your goals and circumstances. Barnum strives to build long-term relationships with each client through understanding, quality service, integrity, and financial education.
Education
Bryant University
Bachelor of Applied Science (BASc)
Skills
- Credit Risk
- Investments
- Loans
- Wealth Management Services
- Investment Strategies
- Retirement Income Strategies
- Financial Risk
- Financial Services
- Regulatory Requirements
- Auditing
- Governance
- Finance
- Management
- Basel Ii
- Banking
- Risk Management
- Regulatory Reporting
- Qualified Retirement Plans
- Credit
- Risk Analysis
- Stock Market
- Financial Regulation
- Stocks
- Financial Reporting
- Credit Analysis
- Financial Analysis
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