Mark Wachtel resumes & CV records
Resumes
Retirement Plan Consultant
Location:
Winston Salem, NC
Industry:
Financial Services
Work:
Fisher Investments
Retirement Plan Consultant First Citizens Bank Jul 2014 - Aug 2019
Vice President and Institutional Trust Business Development Officer Paychex Jun 2012 - Jul 2014
Retirement Services Sales Consultant Paychex Oct 2005 - May 2012
Small Business Sales Consultant Hatch Early Learning Jun 1997 - Oct 2005
Senior Sales Representative
Retirement Plan Consultant First Citizens Bank Jul 2014 - Aug 2019
Vice President and Institutional Trust Business Development Officer Paychex Jun 2012 - Jul 2014
Retirement Services Sales Consultant Paychex Oct 2005 - May 2012
Small Business Sales Consultant Hatch Early Learning Jun 1997 - Oct 2005
Senior Sales Representative
Education:
Appalachian State University 1994
Bachelors, Bachelor of Science, Public Relations, Communications
Bachelors, Bachelor of Science, Public Relations, Communications
Skills:
Sales, Account Management, Salesforce.com, New Business Development, Cold Calling, Business Planning, Small Business, Finance, Team Building, Selling Skills, Competitive Analysis, Market Planning, Crm, Entrepreneurship, Payroll Services, Financial Analysis, Lead Generation, Business Networking, Payroll Taxes, Business Strategy, Relationship Building, Institutional Sales, Series 6, Series 63, 401K, Defined Contribution, Investment Advisory, Mutual Funds, Banking, Employee Benefits, Asset Management, Retirement Plan Consulting, Qualified Retirement Plans, Institutional Investments, Trust Services, Leadership, Management, Business Development
Interests:
Skiing
Human Resources
Payroll
Tennis
Golf
Financial Markets
Human Resources
Payroll
Tennis
Golf
Financial Markets
Certifications:
Series 6
Series 63
Nc Life and Annuities, Variable Contracts
Series 63
Nc Life and Annuities, Variable Contracts