Marc Wheeler work email
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Marc Wheeler personal email
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I work with future-focused savers who are coachable, understanding, and kind. I coach my clients to create their own wealth by:-Preventing them from making investment decisions based on their own fear or greed-Keeping them focused on their reason for wealth, their true purpose for money-Providing prudent investment guidance free from speculation or gambling-Make sure their behavior and decisions around money are always in line with their own personal investment philosophySecurities and advisory services are offered through Centaurus Financial, Inc., a broker/dealer and registered investment advisor, member FINRA/SIPC, www.finra.org, www.sipc.org. The representative associated with this site may only discuss/transact business in the following states: AZ, CA, CO, FL, ID, MN, MT, NC, NE, NV, OH, OR, SC, SD, TN, TX, UT, WA, WI, WY. Charter Financial Resources and Centaurus Financial, Inc. are not affiliated.
Charter Financial Resources
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Vice President And PartnerCharter Financial ResourcesLittleton, Co, Us
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Vice President/PartnerCharter Financial Resources May 2013 - PresentHighlands Ranch Colorado- Registered Representative- Design and implement retirement income strategies- Design and implement wealth creation and preservation strategies- Director of Alternative Investments- Portfolio analysisSecurities and advisory services are offered through Centaurus Financial, Inc., a broker/dealer and registered investment advisor, member FINRA/SIPC, www.finra.org, www.sipc.org. The representative associated with this site may only discuss/transact business in the following states: CO, FL, NV, TX, UT. Charter Financial Resources and Centaurus Financial, Inc. are not affiliated.
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Marketing DirectorCharter Financial Resources Jan 2011 - Apr 2013Greenwood Village Co- Design and distribute digital marketing content- Organize educational events for clients and prospects- Prepare educational content and submit for approval to compliance officers- On site IT supervisor and database management supervisor
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Executive AssistantCharter Financial Resources Apr 2009 - Dec 2010Greenwood Village- In charge of client impression- project manager and coordinator for 5 investment advisor representatives- Supervise administrative staff of 5 employees- Prepare and present new account paperwork
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Managing PartnerMartin'S Golf Marketing Jan 2010 - Aug 2012Greenwood Village Co- Design and implement marketing strategies for financial professionals- Design and host custom niche websites- Provide ongoing training for customer service and client relations
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Sales AssociateSunroc Corporation Mar 2008 - Apr 2009Springville Ut- Quoted and scheduled residential retrofit installation of insulation, windows and doors- Quality control- Customer service -
Service TechnicianWright'S Air Systems Sep 2005 - Mar 2008Provo Ut- Installed and serviced residential and commercial HVAC equipment- Handled customer service issues- Quality control of new constuction
Marc Wheeler Skills
Marc Wheeler Education Details
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Technology Management -
Communications
Frequently Asked Questions about Marc Wheeler
What company does Marc Wheeler work for?
Marc Wheeler works for Charter Financial Resources
What is Marc Wheeler's role at the current company?
Marc Wheeler's current role is Vice President and Partner.
What is Marc Wheeler's email address?
Marc Wheeler's email address is mw****@****ail.com
What is Marc Wheeler's direct phone number?
Marc Wheeler's direct phone number is +172028*****
What schools did Marc Wheeler attend?
Marc Wheeler attended Utah Valley University, Brigham Young University.
What are some of Marc Wheeler's interests?
Marc Wheeler has interest in Education.
What skills is Marc Wheeler known for?
Marc Wheeler has skills like Wealth Managment Stratagies, Problem Solving, Marketing, Retirement Planning, Portfolio Analysis, Database Management.
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Marc Wheeler
Riverton, Ut1hotmail.com -
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