Mark Thoma

Mark Thoma Email and Phone Number

Senior Managing Director of Business Development at RiskX Investments
Mark Thoma's Location
Leawood, Kansas, United States, United States
Mark Thoma's Contact Details
About Mark Thoma

Accomplished senior-level national accounts and sales professional with an extensive background and varied experience: - Proven ability to create a unique selling proposition, identify and exploit business opportunities, increase assets under management, and improve key success metrics.- Track record of building profitable relationships with partner firms professional buyers, such as: relationship managers; product & platform specialists; research; marketing; and sales leadership.- Effective at developing a systematic, logical, and repeatable sales cycleSpecialties: strategic planning, market research, product branding, relationship management, product growth, sales development, cost-benefit analysis

Mark Thoma's Current Company Details

Senior Managing Director of Business Development at RiskX Investments
Mark Thoma Work Experience Details
  • Riskx Investments
    Senior Managing Director Of Business Development
    Riskx Investments May 2010 - Oct 2018
    View
  • Afba 5Star Funds
    Vice President, Director Of National Accounts
    Afba 5Star Funds Mar 2006 - Apr 2010
    Alexandria, Va, Us
    Served as the main contact for all broker/dealers. Added new agreements with over 100 firms including Merrill Lynch, Wells Fargo Advisors, UBS, and LPL. Increased firms aum over 22% in first year in the position.
    View
  • Strong Capital Management
    Vice President
    Strong Capital Management Sep 1997 - Jul 2004
    National Account Manager, responsible for building relationships with home offices of broker/dealers. Also, directed advisor sold portion of 529 college savings programs. This included analyzing the market, developing marketing strategy, training team members, and wholesaling in Wisconsin.
  • Obstructed Views
    Owner
    Obstructed Views Aug 1995 - Sep 1997
    Indoor advertising on college campuses developed from ground up as the only employee and was responsible for all aspects of starting, growing, and running the business.
  • Firstar Bank
    Financial Consultant
    Firstar Bank Apr 1994 - Aug 1995
  • Merrill Lynch
    Financial Consultant
    Merrill Lynch Dec 1991 - Apr 1994
    New York, Ny, Us
    View

Mark Thoma Skills

Investments Strategic Planning Mutual Funds Leadership Customer Service Asset Management Market Research Asset Allocation Management Sales Marketing Strategy Wealth Management Morningstar Marketing Communications Team Building Sales Management Business Strategy Analysis Portfolio Management Financial Services Trading Customer Relations Series 7 Retirement Planning Finance

Mark Thoma Education Details

  • University Of Wisconsin-Whitewater
    University Of Wisconsin-Whitewater
    Accounting
  • West Bend East High School
    West Bend East High School

Frequently Asked Questions about Mark Thoma

What is Mark Thoma's role at the current company?

Mark Thoma's current role is Senior Managing Director of Business Development at RiskX Investments.

What is Mark Thoma's email address?

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What is Mark Thoma's direct phone number?

Mark Thoma's direct phone number is +141442*****

What schools did Mark Thoma attend?

Mark Thoma attended University Of Wisconsin-Whitewater, West Bend East High School.

What skills is Mark Thoma known for?

Mark Thoma has skills like Investments, Strategic Planning, Mutual Funds, Leadership, Customer Service, Asset Management, Market Research, Asset Allocation, Management, Sales, Marketing Strategy, Wealth Management.

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