Mark Switzer, Cfp®

Mark Switzer, Cfp® Email and Phone Number

Principal / Financial Planner at Unity Financial Inc. @ Unity Financial Inc.
strathroy, ontario, canada
Mark Switzer, Cfp®'s Location
London, Ontario, Canada, Canada
Mark Switzer, Cfp®'s Contact Details

Mark Switzer, Cfp® work email

Mark Switzer, Cfp® personal email

n/a
About Mark Switzer, Cfp®

Specialties: Designing client-specific investment solutions based on their priorities. The goal is to be profitable not just from a financial vantage point, but also from a risk and value position as well. Let's have a discussion and I'll explain how...

Mark Switzer, Cfp®'s Current Company Details
Unity Financial Inc.

Unity Financial Inc.

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Principal / Financial Planner at Unity Financial Inc.
strathroy, ontario, canada
Website:
unityfinancial.ca
Employees:
11
Mark Switzer, Cfp® Work Experience Details
  • Unity Financial Inc.
    Financial Planner
    Unity Financial Inc. Nov 2017 - Present
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  • Masterpiece Financial
    Financial Security Advisor
    Masterpiece Financial Mar 2012 - Oct 2017
    Strathroy, On
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  • Mts Allstream
    Sr. Product Manager, Internet Services
    Mts Allstream 2011 - Mar 2012
    Toronto, Canada Area
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  • Northwestel
    Portfolio Mgr., Internet Services
    Northwestel Dec 2008 - 2011
    Coordinated market positioning for all of Northwestel’s Internet services; this includes DSL, DOCSIS, Wi-Max, and satellite broadband. Also lead team of Product Managers and maintained responsibility for service development iniatitives relating to value-add Internet products.
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  • Northwestel
    Portfolio Manager - Product & Mkt Development
    Northwestel Nov 2006 - 2008
    Currently oversee a team of high performing Market Managers, which are responsible for service and market development in specific industry verticals. I am also involved with large special assembly projects for high-value customers, from an economic evaluation and price positioning standpoint.
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  • Northwestel
    Product Manager - Value Added Services
    Northwestel Jan 2006 - Nov 2006
    Product and service development focused on Enterprise and Government sector. Responsible for ongoing product management of a specific portfolio of services, ensuring subscriber growth and margin protection.
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  • Northwestel
    Account Executive
    Northwestel Nov 2004 - Dec 2005
    Proactively manage more than 40 high-value accounts, with annual recurring revenue exceeding $3.7 million. Informally orchestrate multiple departments on solution implementation for high-value customers to increase revenue streams. Discretely scrutinize competitive threats used by customers as they relate to products and services offered by Northwestel.
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Mark Switzer, Cfp® Education Details

Frequently Asked Questions about Mark Switzer, Cfp®

What company does Mark Switzer, Cfp® work for?

Mark Switzer, Cfp® works for Unity Financial Inc.

What is Mark Switzer, Cfp®'s role at the current company?

Mark Switzer, Cfp®'s current role is Principal / Financial Planner at Unity Financial Inc..

What is Mark Switzer, Cfp®'s email address?

Mark Switzer, Cfp®'s email address is ma****@****cial.ca

What schools did Mark Switzer, Cfp® attend?

Mark Switzer, Cfp® attended Ivey Business School At Western University.

Who are Mark Switzer, Cfp®'s colleagues?

Mark Switzer, Cfp®'s colleagues are Jenn Martin Ba, Cfp, Stephen Hebden Cfp, Cory Claypole, Steve Quick.

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