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Mark S Wachtel, 57320 Banbury Rd, Winston Salem, NC 27104

Mark Wachtel Phones & Addresses

320 Banbury Rd, Winston Salem, NC 27104    336-7683514   

4009 Hawksmoore Rd, Winston Salem, NC 27106    336-9245181   

Boone, NC   

Social networks

Mark S Wachtel

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Work

Company: Fisher investments Nov 2019 Position: Retirement plan consultant

Education

Degree: Bachelors, Bachelor of Science School / High School: Appalachian State University 1994 Specialities: 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

Ranks

Certificate: Series 6

Interests

Skiing • Human Resources • Payroll • Tennis • Golf • Financial Markets

Industries

Financial Services

Mentions for Mark S Wachtel

Mark Wachtel resumes & CV records

Resumes

Mark Wachtel Photo 17

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
Education:
Appalachian State University 1994
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
Certifications:
Series 6
Series 63
Nc Life and Annuities, Variable Contracts

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