Marykay Mark
Consultant/ Community Volunteer
- Role
- Planned Giving Consultant at Greater Milwaukee Foundation
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Marykay Mark
My education and training in the financial world and as a Certified Public Accountant…
Experience
Planned Giving Consultant
Oct 2023 — Present
Education
Marquette University
Bachelor of Science
Skills
- Investments
- Private Wealth Management
- Wealth Management
- High Net Worth Individuals
- Cash Management
- Credit Analysis
- Estate Tax Planning
- Finance
- Investment Advisory
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Securities
- Estate Planning
- Strategic Financial Planning
- Capital Markets
- Series 7
- Wealth
- Asset Management
- Retirement Planning
- Trusts
- Commercial Lending
- Equities
- Financial Planning
- Investment Management
- 401k
- Fixed Income
- Private Banking
- Due Diligence
- Portfolio Management
- Loans
- Investment Strategies
- Alternative Investments
- Derivatives
- Trust Services
- Financial Analysis
- Wealth Management Services
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