Mark Fonville resumes & CV records
Resumes
President
Location:
10 Almaden Blvd, San Jose, CA 95113
Industry:
Financial Services
Work:
Covenant Wealth Advisors
President Loring Ward Oct 2007 - Apr 2018
Vice President and Regional Director Ezl Software Jan 2013 - Nov 2017
Co-Founder and Chief Marketing Officer Wells Fargo Oct 2005 - Oct 2007
National Sales Team Lead Wells Fargo Oct 2003 - Oct 2005
Financial Specialist American Express Financial Advisors 2001 - 2003
Financial Advisor
President Loring Ward Oct 2007 - Apr 2018
Vice President and Regional Director Ezl Software Jan 2013 - Nov 2017
Co-Founder and Chief Marketing Officer Wells Fargo Oct 2005 - Oct 2007
National Sales Team Lead Wells Fargo Oct 2003 - Oct 2005
Financial Specialist American Express Financial Advisors 2001 - 2003
Financial Advisor
Education:
Virginia Tech 1996 - 2001
Bachelors, Bachelor of Science, Finance
Bachelors, Bachelor of Science, Finance
Skills:
Financial Planning, Investment Advisory, Retirement Planning, Investment Strategies, Investment Management, Financial Advisory, Equities, Consulting, Fixed Income, Estate Planning, Securities, Portfolio Management, Asset Allocation, Investments, Wealth Management, Mutual Funds, Retirement, Asset Management, Finance, Etfs, Certified Financial Planner, Series 7
Interests:
Children
Education
Reading
Golf
Kids and Family
Fishing
Health
Education
Reading
Golf
Kids and Family
Fishing
Health
Languages:
English
Certifications:
Certified Financial Planner
Certified Financial Planner (Cfp)
Certified Financial Planner (Cfp)