Mark H Delfs, 701413 Tower Rd, Winnetka, IL 60093

1413 Tower Rd, Winnetka, IL 60093

Financial Services

Wealth Management
Principal Consultant - Ocio Retirement Plan Advisors Jan 2013 - Aug 2017
Chief Investment Officer Retirement Plan Advisors Jun 2006 - Dec 2012
Senior Portfolio Manager Delfs Investments Nov 2002 - May 2006
Principal Calamos Investments Feb 2002 - Nov 2002
Vice President and Director, the Private Client Group Lodestar Investment Counsel, Llc 1997 - 2001
Vice President and Director of Marketing Merrill Lynch 1994 - 1996
Financial Consultant Lehman Brothers 1992 - 1994
Investment Consultant Morgan Stanley Apr 1987 - Feb 1992
Account Executive

Northern Illinois University
Master of Business Administration, Masters, Marketing, Finance and Marketing, Finance University of Illinois at Urbana - Champaign
Bachelors, Bachelor of Science, Biochemistry

Chartered Financial Analyst Charterholder, Finra Series 65 Registered Investment Advisor, Evestment Analytical Software, Leadership, Fund of Funds, Mutual Funds, Performance Analysis, Microsoft Office Suite, Financial Risk Management, Financial Analysis, Management, Team Leadership, Business Development, Marketing, Strong Analytical and Technical Skills, Oral Communication, Written Communication, Technical Writing, Business Strategy, Marketing Strategy, Project Management, Software Project Management, Business Process Improvement, Community Outreach, Communication, Entrepreneurship, Team Building, Event Management, Portfolio Management, Asset Management, Asset Allocation, Investment Management, Investment Consulting, Equities, Fixed Income, Financial Modeling, Financial Planning, Wealth Management, Investments, Microsoft Office, Microsoft Excel, Microsoft Powerpoint, Investment Strategies, Capital Markets, Bloomberg, Data Analysis, Public Speaking, Microsoft Word, Financial Services, Account Management

Chartered Financial Analyst (Cfa)
The​ ​Execranks​ ​Certificate of Continuing​ ​Board Education
Cfa Institute Ce Program 10 Year Milestone

Owner and Graphic Designer at Mark H. Delfs Graphic Design, Mac Genius at Apple Computer, Inc.

Ballston Spa, New York

Computer Hardware

Mark H. Delfs Graphic Design - Malta, New York since Jan 1999
Owner and Graphic Designer Apple Computer, Inc. since 1991
Mac Genius If Then Software 2001 - 2006
Owner and Lead Programmer Redspring Communications, Inc. 1999 - 2001
New Media Specialist Castle Computers, Inc. 1997 - 1999
Macintosh Sales and Technical Associate

The College of Saint Rose 1994 - 1996
Santa Fe Community College 1990 - 1991

Graphic Design, PHP, Apple Macintosh, Mac, iPhone, SEO, Web Design, Social Networking, Mac OS 9, AppleScript, Mac OS, Mac OS X, HTML, Computer Hardware, Troubleshooting, Web Development, Wordpress, Social Media, Illustration, Logo Design, Illustrator, Retail Graphics, Restaurant Graphics, SQL, Dreamweaver, iWork, InDesign, Digital Photography, iPod, Photography, Desktop Support, Facebook, Google Apps, Graphics, iLife, Multimedia, Layout, Interaction Design, Blogging, User Experience, Apple Certified, Typography, Branding, Art Direction, Creative Direction, Mobile Devices, Publishing, Corporate Branding, E-commerce, Corporate Identity

Macintosh/iPhone, Applescript Programming, Technology, Social Media, PHP, MySQL, CSS/HTML, Apple, iPad, Graphic Design, Logo Design, Illustration

Senior Portfolio Manager at Retirement Plan Advisors

Greater Chicago Area

Financial Services