Mark Melrose work email
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I have over 3 decades of experience in the financial industry. I have worked as a Financial Advisor, VP Regional Consultant, Regional Manager, and a Managing Director. I have had the pleasure of providing a wide range of wealth management strategies for various individuals and business. As a Marine the words honor, commitment and loyalty are more than just words but part of who I am. I have had the privilege to teach economics, as an adjunct at a community college and instructor at the Marine Corps NCO leadership school. It has also been an honor to work with so many great people in the wealth management industry, further developing my leadership, management experience and industry knowledge. Securities Licensed; Series 7,9,10,24,31,53,65.
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Founder & CeoUnity Wealth Management Nov 2020 - Nov 2022Charlotte, North Carolina, United StatesListen to our Podcast - Salty Wisdom-Wealth Strategies unitywealthmanagement.com -
Managing Director, Regional Sales ManagerNational Securities Corporation Aug 2019 - Apr 2020 -
Director Of Business DevelopmentCapitol Securities Management Inc. Nov 2018 - Jul 2019Duties, strategic planning, efficient and collaborative environment of corporate operations. Growth recruiting outside and organic growth all through development, coordination and implementation. Strategic Marketing and operations planning. Work closely with executive committees, department heads and staff. Deliver presentations, conduct seminars and work with clients, business partners and staff. -
Regional ManagerCapitol Securities Management Inc. Dec 2006 - Jul 2019A producing Regional Manager responsible for employee and independent financial advisors and support staff in the Northern Virginia, Maryland and DC region. Leadership, management, budgeting and recruitment are just some of my tasks.
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Financial AdvisorMerrill Lynch, Sherson Leaman, Mcdonald Investments/Key Bank 1987 - 2006North EastFinancial Advisor working with Corporations and High Net Worth Clients with Financial Planning, Investments, Retirement Accounts and Insurance. Business Development, Key Bank Trust Services.
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Adjunct InstructorPalm Desert Community College Aug 1988 - May 1989Taught Micro and Macro Economics
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Master Explosive Ordnance Disposal TechnicianUnited States Marine Corps 1976 - 1987
Mark Melrose Skills
Mark Melrose Education Details
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Economics
Frequently Asked Questions about Mark Melrose
What is Mark Melrose's role at the current company?
Mark Melrose's current role is Leadership in Wealth Management and Investments.
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What is Mark Melrose's direct phone number?
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What schools did Mark Melrose attend?
Mark Melrose attended Chapman University.
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Mark Melrose has skills like Investments, Strategic Financial Planning, Retirement Planning, Retirement, Wealth Management, Insurance, Series 63, Financial Planning, Mutual Funds, Securities, Portfolio Management, Investment Advisory.
Not the Mark Melrose you were looking for?
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4aol.com, comcast.net, insightbb.com, yahoo.com9 +131480XXXXX
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Dr. Mark Melrose
New York, Ny3urgentcaremanhattan.com, mskcc.org, mskcc.org -
Mark Melrose
33 Years Experience Representing Victims In Personal Injury, Medical Malpractice Law, And Civil Litigation Including Civil Rights Cases.Waynesville, Nc1mountainverdict.com4 +182845XXXXX
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