Mark Phelps Email & Phone Number

Charlotte, North Carolina, United States

Charlotte, North Carolina

My role is to connect Wells Fargo to our business and economic community and to drive new business development for our Charlotte market. I am responsible for new client acquisition and marketing efforts throughout our market.

Charleston, Sc

In today's world top of mind for CFO's are resources, visibility and risk. Through an understanding of a company's current position, goals, cash cycle, internal processes and controls. We employ a team approach leveraging Wells Fargo's best-in-class Treasury platform, technology and resources; through providing timely proactive advice our industry expertise, leading edge solutions help manage risk and make companies more efficient, effective and profitable.

Annapolis, Md

- Develop a successful Financial Advisory practice managing Fixed Income portfolios for both businesses and family offices. - Leverage RBC Wealth Management's platform and capabilities, while providing holistic advice and solutions.

Baltimore, Md

- Provided advice, serviced and managed Fixed Income portfolios for Commercial, Institutional and High Net Worth clients. Managed over $750MM in assets, while advising on both Taxable and Tax-Exempt Fixed Income securities and solutions. - Responsible for providing expert advice with Treasury Management products, services and solutions through effective profiling, utilizing a client centered approach and proactive advice.- Responsible for marketing my advisory business through external and internal business lines by partnering with our Relationship Managers and Private Client Advisors to offer my advisory services. - Responsible for sales, portfolio management, trading and servicing relationships as well as managing internal partners and being an invaluable resource to both the client's and their business.