Mark Howard
Senior Financial Advisor@ Merrill Lynch
Atlanta Metropolitan Area
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Mark Howard is a highly experienced financial professional with over 20 years of work experience. He has worked in the financial service industry for a nine-year tenure as an engineer with The Coca-Cola Company. Mark specializes in portfolio management strategies and is dedicated to helping clients achieve their goals and plan for retirement. He is highly service-oriented and strives to stay in close contact with each client to anticipate their financial needs in areas such as cash management, investment strategies, credit/liability analysis, and wealth transfer planning.
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Emails and Phone Numbers

@yahoo.com
@gmail.com
@ml.com
+1 757802****
+1 954724****
+1 334799****
+1 256603****
+1 866706****
+1 256452****
+1 205516****
+1 205540****
+1 205534****
+1 205602****
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About

Worked in financial service industry since 2001 after a nine-year tenure as an engineer with The Coca-Cola Company. I have experience in portfolio management strategies and use this knowledge to help clients pursue their goals and plan for a comfortable retirement.I am very service oriented and strive to stay in close contact with each client to anticipate their financial needs in the areas of wealth management, which include: cash management, investment strategies, credit/liability analysis, and wealth transfer planning.

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Work Experience

2 World Financial Center, New York, NY, 10281, US

Financial Services

36041
Phone
+1 3025715100

Mark Howard's Professional Milestones

  • Senior Financial Advisor (2003-04-01~2016-12-11): Provided strategic financial advice to individuals, empowering them to achieve their financial goals and improve their financial stability.
  • Senior Financial Advisor | Senior Vice President - Wealth Management (2003-04-01~): Developed comprehensive wealth management strategies to enhance client portfolios and drive financial growth.

Education

Birmingham-Southern College
Birmingham-Southern College1986-01-01-1989-01-01