Marc Wallace work email
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Marc Wallace personal email
Marc Wallace phone numbers
I am seasoned Financial Services backoffice professional, with over 30+ years of experience. I have worked on both sides of the industry ( Mutual Funds Sponsor Companies / Broker Dealer backoffice) and mananged to blend my experience on both sides of the industry, as insight when analyzing issues. I am known as a "Problem Solver" . I look for challenges and love to learn to broaden my knowledge.
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DirectorOsaic Jul 2023 - PresentSpring, Texas, United States -
DirectorAdvisor Group Mar 2011 - Nov 2023Greater Atlanta AreaManage Compensation Department ensuring all 10,000+ representatives of the Advisor Group are paid commissions timely and accurately -
ManagerAig Advisor Group Mar 2010 - Mar 2011Greater New York City AreaManage Compensation Audit after Consolidation of Compensation Department, impletmented standardized processing across the Advisor Group Network
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Compensation ConsultantAig Advisor Group Oct 2007 - Mar 2010Greater New York City AreaCoordinated the automation of commissions still being received by check and statement through DTCC’s CommServ system. Prepare documentation for name changes for Broker Dealer to FINRA and DTCC. Performed system analysis for new online Commission Statement release to Registered Representatives
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ChiefGong Club (Fdjc Car 26) 2002 - 2014Fireground Rehab for the Jersey City Fire Department, and Fire Buff organization. Charter Member of the International Fire Buffs Association
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ChiefFdjc Car 26 2002 - 2014As President and Chief, My overall responsibilities were to ensure our Canteen Unit, was properly stocked for long duration fires, as support to the Jersey City Fire Department. I implemented a increase to the Payroll Deduction of the Firefighters to fund the cost of the operation of the Canteen Unit.
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Mutual Fund Conversion ManagerAdp Dealer Services Dec 2006 - Oct 2007Greater Minneapolis-St. Paul AreaManaged Mutual Fund conversion of Pipper Jaffray from BETA Brokerage Processing System onto the ADP / Broadridge Brokerage Processing System -
Manager Mutual Fund OperationsMorgan Stanley Jun 2003 - Dec 2005Jersey City, NjManage Mutual Fund Trading Desk for Morgan Stanley and Van Kampen Mutual Funds. -
Mutual Fund TraderJ & W Seligman Jan 1998 - Sep 2002Process NSCC and Manual Trades for the Seligman Group of Funds. Process Fund to Fund transactions.
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Dealer Services RepresentativeJ & W Seligman Oct 1995 - Jan 1998Greater New York City AreaAnswer calls from representatives from numerous Broker Dealers executing exchanges, redemptions and servicing accounts. Research and resolve issues on accounts.
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Staff AccountantMerrill Lynch Apr 1994 - Sep 1995Somerset, NjMaintained profit and loss figures for equities, mutual funds, and fixed income bonds. Maintained security activity reports and reported breaks to various departmental managers -
Supervisor Mutual Fund OperationsSunamerica Asset Management Oct 1988 - Apr 1994Greater New York City AreaResponsible for smooth day-to-day running of department. Coordinated processing of Mutual Fund purchases. Processed adjustments and researched errors made to client accounts
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Qm3 Uss South Carolina / Commander Crusier Destroyer Group 8Us Navy Mar 1984 - Mar 1988Norfolk, Virginia AreaResponsible for maintaining navaigation chart with updates from weekly Notice to Mariners, maintain course and speed and making recommendations to OOD, on changes while at sea.
Marc Wallace Skills
Marc Wallace Education Details
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Finance, General
Frequently Asked Questions about Marc Wallace
What company does Marc Wallace work for?
Marc Wallace works for Osaic
What is Marc Wallace's role at the current company?
Marc Wallace's current role is Director at OSAIC.
What is Marc Wallace's email address?
Marc Wallace's email address is mw****@****oup.com
What is Marc Wallace's direct phone number?
Marc Wallace's direct phone number is +121245*****
What schools did Marc Wallace attend?
Marc Wallace attended St. Peter's College.
What are some of Marc Wallace's interests?
Marc Wallace has interest in Social Services, Which The Gong Club, Human Rights, Economic Empowerment, Civil Rights And Social Action, Inc, Is A Charter Member.
What skills is Marc Wallace known for?
Marc Wallace has skills like Mutual Funds, Financial Services, Securities, Equities, Investments, Finra, Wealth Management, Series 7, Series 63, Fixed Income, Asset Management, Investment Advisory.
Not the Marc Wallace you were looking for?
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3comcast.net, freshconsulting.com, freshconsulting.com -
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Marc Wallace
Ceo Coach, Strategic Advisor, Master Chair And Chair Excellence Award RecipientDenver Metropolitan Area5vistagechair.com, blackplanet.com, msn.com, vistage.com, vistage.com4 +130352XXXXX
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