Mark Dull

Mark Dull Email and Phone Number

Over 25 years navigating Financial Planning complexities with the use of Alternative Investment strategies. @ Uhlmann Price Securities
chicago, illinois, united states
Mark Dull's Location
Greater Chicago Area, United States
Mark Dull's Contact Details

Mark Dull personal email

n/a

Mark Dull phone numbers

About Mark Dull

Mark Dull is a Over 25 years navigating Financial Planning complexities with the use of Alternative Investment strategies. at Uhlmann Price Securities. He possess expertise in investments, portfolio management, options, trading, securities and 38 more skills.

Mark Dull's Current Company Details
Uhlmann Price Securities

Uhlmann Price Securities

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Over 25 years navigating Financial Planning complexities with the use of Alternative Investment strategies.
chicago, illinois, united states
Website:
upsecurities.com
Employees:
18
Mark Dull Work Experience Details
  • Uhlmann Price Securities
    Investment Executive
    Uhlmann Price Securities Jan 2002 - Present
    Every family is unique and through an understanding of economic trends and global market cycles I am able to partner with new and existing clients in a thorough portfolio review. By assessing your investment objectives, risk tolerance, and time horizon to achieve financial goals, I can take the time to identify your most important issues and address them first. Prepared investment analyses for clients invested funds and new capital, including several with more than $5M in personal assets. Advised clients quarterly and annually on individual portfolio performance ensuring clients’ needs are aligned with projected results.Counseled client list through critical and volatile investment issues involving Refco LLC (2005) and MF Global (2011) bankruptcies. Took proactive stance through telephone calls, emails, and letters to promote a favorable understanding of the issues and how bankruptcy proceedings were progressing.Initiated Certified Financial Planner training program for investment executive sales team for new business development opportunities.
  • The Price Futures Group, Inc.
    Vice President
    The Price Futures Group, Inc. Jan 2002 - Present
  • Mark J Dull Trading - Owner - Member Cbot Financial Floor
    Independent 30-Year U.S. Treasury Bond Broker
    Mark J Dull Trading - Owner - Member Cbot Financial Floor Sep 1989 - Dec 2001
    Chicago Board Of Trade
    Launched and grew a successful start-up brokerage operation in the fiercely traded 30-Year U.S. Treasury bond pit on the Financial floor of the Chicago Board of Trade. As a top step trader educated clientele and grew sales based on work ethic, reputation, networking, and referrals. Associate Member Chicago Board of Trade.Executed $500M in 30-Year U.S. Treasury bond futures for Goldman Sachs, Merrill Lynch, and Refco Commodities daily. Ensured effective risk management, asset allocation, and trading account P&L.Responded productively to turbulent financial market conditions, relying on quick-on-my-feet thinking to assess client investment positions, identify possible solutions, and made sound on the spot decisions.Monitored and reported to clientele on both technical and fundamental factors affecting the interest rate fixed income markets. Helped maintain calm, professional atmosphere in high-stress environment.
  • Daiwa Securities / Refco Llc
    30-Year U.S. Treasury Bond Arbitrage Clerk
    Daiwa Securities / Refco Llc Jul 1986 - Aug 1989
    Chicago Board Of Trade
    Daiwa securities was the first Japanese firm to obtain clearing privileges at both the Chicago Board of Trade and Chicago Mercantile exchanges.Selected by senior management to hold full responsibility for both Tokyo and New York office’s 30- Year U.S. Treasury bond desk floor trade executions.Executed $400M in 30-Year U.S. Treasury bond futures daily.Managed daily Profit & Loss responsibility through trade reconciliation and provided follow up with office brokers on P&L.
  • Refco Llc
    30-Year U.S. Treasury Bond Options Arbitrage Clerk
    Refco Llc Jun 1984 - Jun 1986
    Chicag Board Of Trade
    Recommended short-term and long-range option trading strategies for institutional and retail clients fixed income portfolios.Implemented trades in the 30-Year U.S. Treasury Bond Options pit.Executed $200M in 30-Year U.S. Treasury bond options futures daily.

Mark Dull Skills

Investments Portfolio Management Options Trading Securities Fixed Income Finance Alternative Investments Bonds Retirement Planning Electronic Trading Series 7 Wealth Management Services Leadership Liquidity Risk Market Risk College Funding Strategies Finra Us Treasuries Investment Advisory Income Protection Financial Goals Tactical Asset Allocation Educational Consulting Manage Client Relationships Credibility Team Building Research Non Profits Organizations Communication Skills Analysis Community Development Start Ups Integrity Economics Key Account Management Fixed Income Portfolio Management Manage Client Expectations New Client Generation Committment Series 63 Strategic Growth Business Growth Strategies

Mark Dull Education Details

Frequently Asked Questions about Mark Dull

What company does Mark Dull work for?

Mark Dull works for Uhlmann Price Securities

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

Mark Dull's current role is Over 25 years navigating Financial Planning complexities with the use of Alternative Investment strategies..

What is Mark Dull's email address?

Mark Dull's email address is md****@****ies.com

What is Mark Dull's direct phone number?

Mark Dull's direct phone number is (312)-264*****

What schools did Mark Dull attend?

Mark Dull attended Depaul University, Purdue University, Bishop Noll Institute.

What are some of Mark Dull's interests?

Mark Dull has interest in Football, Scuba Diving, Reading, New Technologies, Chicago Marathon Finisher 2013 And 2014, Golf, Health, Networking, Children, Business Development.

What skills is Mark Dull known for?

Mark Dull has skills like Investments, Portfolio Management, Options, Trading, Securities, Fixed Income, Finance, Alternative Investments, Bonds, Retirement Planning, Electronic Trading, Series 7.

Who are Mark Dull's colleagues?

Mark Dull's colleagues are Sam Liepert, James Baer, Keith Perry, Cara Wuchenich, Molly Durr, J. Keith Perry, William Lillwitz.

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