Mark Ayres
Vice President, Sales & Marketing at Infovisa, Inc.
- Role
- Vice President at Infovisa, Inc.
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About Mark Ayres
Independent, relationship-driven executive with 25+ years of business development…
Experience
Vice President
Jan 2020 — Present · Cornelius, NC, US
Responsible for all Wealth Management technology platform new business development activities within the U.S. focused on wealth management institutions (Bank/Trust, Trust Company, Family Offices, etc.). Adept at managing both short and long sales cycles by leveraging my 20+ years of experience in matching client long and short term objectives with our unique suite of solutions. Navigated the re-imaging of the new sales environment to deliver one of our most successful year\'s in the last few decades.
Education
Corporate Visions
Sales Training
2018 — 2019
Westminster College
BA
1993 — 1997
Miller Heiman Training
Large Account Mangagement; Strategic Selling
Sandler Sales Institute
Sales Training
Duquesne University
MBA
2001 — 2003
Skills
- Wealth
- Asset Management
- Wealth Management
- Asset Managment
- Alternative Investments
- Portfolio Management
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Retirement
- Strategic Financial Planning
- Securities
- Estate Planning
- Retirement Planning
- Finra
- Planned Giving
- 401(K) Retirement Savings Plans
- Equities
- Investments
- Trust Services
- Financial Services
- Series 63
- Series 6
- 401k
- Financial Planning
- Management
- Investment Advisory
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