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Mark Holden Cfp® Cws® Email & Phone Number
SME - Subject Matter Expert - Wealth Management and Personal Finance
at
Precision Components LLC
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
SME - Subject Matter Expert - Wealth Management and Personal Finance
Location
Greater Chicago Area, United States, United States
Company size
Who is Mark Holden Cfp® Cws®? Overview
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Quick answer
Mark Holden Cfp® Cws® is listed as SME - Subject Matter Expert - Wealth Management and Personal Finance at Precision Components LLC, a company with 16 employees, based in Greater Chicago Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Mark Holden Cfp® Cws®.
Mark Holden Cfp® Cws® previously worked as Wealth Management Advisor at Vestor Capital, Llc and Member at The Outlier Project. Mark Holden Cfp® Cws® holds Master Of Business Administration (Mba), Leadership And Change Managerment from Depaul University - Charles H. Kellstadt Graduate School Of Business.
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Email format at Precision Components LLC
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Precision Components LLC
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Profile bio
About Mark Holden Cfp® Cws®
At this moment, both pride and uncertainty may be holding you back. Make less mistakes - Build smarter wealth.You're not cookie cutter, so let's not lean on average. I'm going to use my knowledge, my competency, my energy to be a financial partner with you. Who are my clients? Good people, value-based and family oriented, who enjoy building relationships. We share the experience and build together. You'll become familiar with your financial strengths and weaknesses, you'll have a plan to improve them, and you'll be better suited to absorb exogenous financial shocks. Through becoming a CERTIFIED FINANCIAL PLANNER™ and Certified Wealth Strategist®, I ensure the people with whom I connect are better positioned for the future.My top five Strengths in order of greatest importance are:IndividualizationRelatorLearnerFocus AnalyticalI help clarify goals for my clients. I add the value. Let's breathe life into your plan.
Current workplace
Mark Holden Cfp® Cws®'s current company
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Precision Components Llc
8 roles · 17 years
Mark Holden Cfp® Cws® work experience
A career timeline built from the work history available for this profile.
Wealth Management Advisor
CurrentBoutique wealth management firm located in Chicago with clients across the country. For the last 40 years, we have engaged in comprehensive financial planning for private clients.
Sep 2021 - Present
Member
CurrentA community for performance driven people who want to show up differently in all aspects of their lives. "Anyone can be ordinary" is the common theme in the challenging yet empathic group. A special focus of The Outlier Project is to develop leaders who believe that companies and individuals alike succeed or fail based on the quality of the teams they.
2022 - Present
~4 yrs 4 mos
Sr. Financial Consultant
Worked with clients to assist with financial goal planning, asset consolidation and strategy. My roles at TD Ameritrade had emboldened a deep experience from the active trader, the passive portfolio allocation and the comprehensive wealth management side of investments.
Aug 2016 - Aug 2021
Business Development Specialist
Jan 2016 - Aug 2016
Trader Solutions Specialist
Discussed with clients any and all aspects of our trading platforms to increase platform comprehension, decrease burnout and strengthen client relationships. This role gave TD Ameritrade a competitive advantage in our commitment to build a better client experience. Each interaction poses as a potential cross selling opportunity to better serve client needs.
Jul 2013 - Dec 2015
Equity Strategist/Options Trader At Red Option
Working with complex financial derivatives, I researched and executed risk-defined trading strategies into client accounts at RED Option Inc., a subsidiary of TD Ameritrade Inc. Not portfolio based, but rather individual trade management was my focus. Mixed with client support, the business focused on concise trade advisories for educational purposes.
2009 - Jun 2013
Tech Support
Supported clients in need of software help through various chat services and phone calls. Served as quote support member, investigating incorrect quote prints, data loss, incorrect symbology. This was a critical part of business continuity.
Nov 2007 - Aug 2009
2 education records
Mark Holden Cfp® Cws® education
Master Of Business Administration (Mba), Leadership And Change Managerment
Bachelor Of Fine Arts - Bfa, Theatre Performance
FAQ
Frequently asked questions about Mark Holden Cfp® Cws®
Quick answers generated from the profile data available on this page.
What company does Mark Holden Cfp® Cws® work for?
Mark Holden Cfp® Cws® works for Precision Components LLC.
What is Mark Holden Cfp® Cws®'s role at Precision Components LLC?
Mark Holden Cfp® Cws® is listed as SME - Subject Matter Expert - Wealth Management and Personal Finance at Precision Components LLC.
Where is Mark Holden Cfp® Cws® based?
Mark Holden Cfp® Cws® is based in Greater Chicago Area, United States, United States while working with Precision Components LLC.
What companies has Mark Holden Cfp® Cws® worked for?
Mark Holden Cfp® Cws® has worked for Precision Components Llc, Vestor Capital, Llc, The Outlier Project, and Td Ameritrade.
Who are Mark Holden Cfp® Cws®'s colleagues at Precision Components LLC?
Mark Holden Cfp® Cws®'s colleagues at Precision Components LLC include Wade Ray.
How can I contact Mark Holden Cfp® Cws®?
You can use AeroLeads to view verified contact signals for Mark Holden Cfp® Cws® at Precision Components LLC, including work email, phone, and LinkedIn data when available.
What schools did Mark Holden Cfp® Cws® attend?
Mark Holden Cfp® Cws® holds Master Of Business Administration (Mba), Leadership And Change Managerment from Depaul University - Charles H. Kellstadt Graduate School Of Business.
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