Wrangler
Current
Self-Employed
Jul 2021 - Present
AeroLeads people directory · profile
Mark Boettcher Email & Phone Number
Wrangler
at
Self-employed
1 phone found
area 707
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Self-employed
Role
Wrangler
Location
Fairfield, California, United States
Who is Mark Boettcher? Overview
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Quick answer
Mark Boettcher is listed as Wrangler at Self-employed, based in Fairfield, California, United States. AeroLeads shows phone signal with area code 707 and a matched LinkedIn profile for Mark Boettcher.
Mark Boettcher previously worked as Financial Consultant at Sorrento Pacific Financial, Llc and Director at Wbi Investments. Mark Boettcher holds Ba, Political Science from Southern Methodist University.
Profile bio
About Mark Boettcher
Mark Boettcher is a Wrangler at Self-employed. He possess expertise in financial modeling, financial markets, retirement planning, financial analysis, investment strategies and 23 more skills.
Listed skills include Financial Modeling, Financial Markets, Retirement Planning, Financial Analysis, and 24 others.
Current workplace
Mark Boettcher's current company
Company context helps verify the profile and gives searchers a useful next step.
Self-Employed
10 roles · 35 years
Mark Boettcher work experience
A career timeline built from the work history available for this profile.
Financial Consultant
Implemented a financial planning process focused on helping customers within a community bank achieve their financial goals.Focused on creating a financial plan created exclusively for each client. Developed a portfolio that was aligned with the financial plan.Utilized cost efficient, best in-class investment vehicles to achieve desired outcome over a multiyear period.
Mar 2019 - Jul 2021
Director
Wbi Investments
Develop marketing and sales campaigns for active managed ETF's and SMA's. WBI is at the forefront of an investment process of managing risk to capital. Tasked with expanding the footprint and building the brand in Western U.S.
2017 - Feb 2019
Marketing
Leppla Capital Management Llc
Wealth management business that allowed for greater integration of tools and processes to help families and businesses achieve financial goals using a disciplined invesment process.
Jan 2016 - Sep 2017
Wealth Advisor
Retirement Income planning for individual families and small businesses. Comprehensive wealth mangement process to help identify and achieve goals for retirment.
Jan 2013 - Sep 2015
Director
Marketing and sales of investment products (mutual funds and separate accounts) to financial intermediaries. Frequently, involved in investment symposiums and panel discussions. During my tenure, I grew a territory to over $1 billion in total sales. Using a consultative approach while working with financial advisors and other financial professionals.
Apr 2005 - Sep 2012
Director
Marketing and sales of various investment management products to financial advisors and financial intermediaries.
Oct 2003 - Apr 2005
Director
Wholesaled and marketed mutual funds to financial advisors and financial intermediaries. Grew a territory from $400 million in annual sales to nearly $1billion in annual sales.
Apr 1999 - Sep 2003
Marketing Associate
Davis Funds
I was one of the first individuals to be involved in marketing the Davis Funds to financial professionals and financial intermediaries. My position included contacting clients, as well as, developing marketing plans for prospective customers.
Aug 1997 - Apr 1999
Service
Janus
Began by working with individual investors in helping them establish investment goals and objectives. Worked with business owners to develop employee retirement benefit plans.
1992 - 1997
~5 yrs
2 education records
Mark Boettcher education
Ba, Political Science
Southern Methodist University
Education record
Cherry Creek High School
FAQ
Frequently asked questions about Mark Boettcher
Quick answers generated from the profile data available on this page.
What company does Mark Boettcher work for?
Mark Boettcher works for Self-employed.
What is Mark Boettcher's role at Self-employed?
Mark Boettcher is listed as Wrangler at Self-employed.
What is Mark Boettcher's phone number?
AeroLeads has found 1 phone signal(s) with area code 707 for Mark Boettcher at Self-employed.
Where is Mark Boettcher based?
Mark Boettcher is based in Fairfield, California, United States while working with Self-employed.
What companies has Mark Boettcher worked for?
Mark Boettcher has worked for Self-Employed, Sorrento Pacific Financial, Llc, Wbi Investments, Leppla Capital Management Llc, and Linsco Private Ledger Fncl Svc.
How can I contact Mark Boettcher?
You can use AeroLeads to view verified contact signals for Mark Boettcher at Self-employed, including work email, phone, and LinkedIn data when available.
What schools did Mark Boettcher attend?
Mark Boettcher holds Ba, Political Science from Southern Methodist University.
What skills is Mark Boettcher known for?
Mark Boettcher is listed with skills including Financial Modeling, Financial Markets, Retirement Planning, Financial Analysis, Investment Strategies, College Education Planning, Equities, and Fixed Income.
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