Mark R Gallivan

13269 Roadster Dr, Frisco, TX 75033

Investment Management

SEI Advisor Network since Apr 2012
Relationship Manager - TX, OK, LA, MS & AR
Genworth Financial Wealth Management Apr 2011 - Apr 2012
Regional Consultant - North TX, OK, & AR
Genworth Financial Wealth Management Sep 2007 - Apr 2011
Internal Consultant
National City Bank 2006 - 2007
Licensed Financial Consultant

Arizona State University, W. P. Carey School of Business 2013
MBA, Finance University of Minnesota-Crookston
Bachelor's of Science, Business Management

Series 63
Consultative Selling
Banking
Consulting
Market
Public Speaking
Large Group
Fixed Annuities
Track Record of Success
Qualifying Prospects
Needs Analysis
Google Groups
Results Oriented
Face To Face
Georgia
Sales
Multi Tasking
Curriculum Design
History
High Quality
Client Meetings
Fee
Debate
Investments
Academic
Finance
Core Competencies Include
Series 6
Lead Generation
Active
Sales Material
Referrals
Climbing
Financial Services
Asset Allocation
Cultivate
Driving
Sales Management
Business Simulation
Data Profiling
Strategies
Work Ethic
Variable
Illustration
Training
Legal
Special Projects
Asset
Point of Sale
Sales Trainings
Wealth
Decision Making
Project
Product Offerings
Contractual Agreements
Management
Business Management
Managed Money
Revenue
Academic Background
Problem Solving
Science
Meetings
Train Employees
Summit
Delivery
Marks
Mock
Chicago
Series 65
Presentations
Crm
Columbus
Securities
Financial Markets
Internal Audit

Cfp® Professional

United States