Mark Carrozza Email & Phone Number

Partner, Regional Director for AlphaMax Distributors.AlphaMax Distributors is the premier distribution solution for specialty asset managers.Managing financial advisor relationships in Utah and Idaho.

Salt Lake City Metropolitan Area

The Beehive State & The Gem State

The Beehive State & The Gem State

I was fortunate to work with the best financial advisors in Utah and Idaho. It has been a wild ride over the last several years in our industry, but I wouldn't trade working with my friends for anything else.We are the exclusive sales force for 4 boutique, specialty, investment managers. I'm an independent wholesaler and I'm fortunate to work with advisors.

Utah, Idaho, Wyoming & The Western Slope Of Colorado

For 6 1/2 years I had the pleasure of associating with 2 of the finest divisional managers and external wholesalers in the business. With the tireless dedication of my internal wholesaler partners we were able to help our friends bring comfort and confidence to their clients. The uncertainty and anxiety of running out of money in retirements is real. Our.

The Beautiful Rocky Mountain West

I had the pleasure of working with a phenomenal national sales managers and divisional sales manager while at MassMutual. Their vision and execution on building a new division was extraordinary. It was a tremendous learning experience for me. I was named the Western Division Captain which allowed me to be the coach/mentor for 4 Regional Sales Directors and.

Utah - Idaho - Montana - Wyoming

After the Bear Market of 2000 to 2002 there was a lot of cash on the sideline and people were anxious to put it back to work in the market. However, they were still feeling the sting of the last few years. This was the time when investors flocked to Variable Annuities for upside potential and downside protection, death benefits and tax deferral. I.

Denver, Colorado, United States

I worked with the absolute, no doubt, greatest external wholesaler I have ever known while I was an internal wholesaler at Jackson National. Together we increased the Indiana/Kentucky territory $58.5 million to $175 million in Variable Annuity sales. I was very fortunate to be a Leaders Council representative and work with tremendously talented people.

Denver, Colorado, United States

The NPH team manager. My role was to manage a team of internal wholesalers who worked specifically with the National Planning Holdings broker dealers. The group of broker dealers consisted of National Planning Corporation, SII Investments, INVeST Financial Corporation, and Investment Centers of America. Our role was to be a conduit between the external.

The Constitution State And The Sunshine State

The Grand Prix Fund..."A Quantitative Investment Strategy with a Focus on the New Market Realities". This was the start of my wholesaling career. The Grand Prix Fund was a boutique fund focused on Momentum. I covered LPL, Nathan & Lewis, SII & Wedbush Morgan on a national level. "The bursting of the dot-com bubble followed a period of soaring stock prices.

Fresno, California In The Heart Of The Beautiful San Joaquin Valley

TD Waterhouse, discount brokerage firm in the late 90'. “Irrational exuberance, is a phrase used by the then-Federal Reserve Board chairman, Alan Greenspan, in a speech given at the American Enterprise Institute during the Dot-com bubble of the 1990s. The phrase was interpreted as a warning that the market might be somewhat overvalued."I was that guy at.

Eureka! The Golden State

I'm so very fortunate to have terrific friends and one of my dearest friends is Keith Holt. Keith is unbelievably kind and patient and who better to teach me about the financial industry. Keith was a Registered Investment Advisor before most knew what that was. He is still the only RIA I know who created a fee schedule for qualified accounts that's based.

Frenso, CA

It all started back in the late 1800s, after the Civil War...Colonel William Pemberton Dunavant and General Nathan Bedford Forrest were early pioneers of the first short-line railroads built in Mississippi. These later became part of the Frisco Railroad, used extensively for transporting cotton, freight and other agricultural product. The road of life is a.

The City Of Brotherly Love

This was my 1st job after graduating with a degree in International Business from George Washington University. I was solely responsible for shipping all DuPont products to Antwerp, Belgium and Yokohama, Japan. I truly enjoyed this job and the good friends I made. Also, the food was amazing in Philadelphia, especially the cheesesteaks and the soft pretzels.

Bachelor’S Degree, I Majored In International Business.

Activities and Societies: Phi Sigma Kappa, Lambda Chapter.I minored in Psychology.

Introspection

Quiet introspection can be extremely valuable.