Mark Watkinson Email & Phone Number

Philadelphia, Pa, Us

Greater Philadelphia Area

A.H. Williams & Co LP is a registered investment advisory firm that specializes in performance- based municipal bond portfolio management. We are one of few firms in the country that actively trade for total return and on an incentive fee basis in separately managed accounts (SMA). Our platform utilizes competitive margin rates and professional trading to amplify client income, capital gains and seeks to produce superior total return for clients. Our focus is to bring institutional bond selection and trading performance to the high net worth client. As former traders and portfolio managers for these large institutions, we can provide a unique opportunity for our clients to participate in trading that generally is not available to individuals. This institutional platform serves as the foundation for individual account proprietary trading opportunities. By identifying and exploiting these market imperfections and magnifying the results we seek to achieve our objectives of producing returns in excess of traditional fixed income products which rival the results of other non fixed income investment vehicles.More information is contained on our website: www.ahwilliamsco.comContent is for general purposes only and is not an offer to buy or sell any security. AHW & Co does not provide tax or legal advice.Licenses: 6, 63, 65

Responsible for developing and maintaining existing relationships, as well as identifying and acquiring new business leads for the Senior Sales Force. Assist our Inside Sales Manager in qualifying and progressing new sales leads, database management, along with other sales, marketing and administrative tasks.Provide sales support to current and prospective Financial Advisors including, answering product capabilities questions, technology/systems, and fulfilling operational requests.Licenses: 6, 63, 65

Marketing, Finance, Marketing Economics

Education record