Mark Will

Mark Will Email and Phone Number

Financial Advisor at Mark Will (self employed) @
Mark Will's Location
Whittier, California, United States, United States
About Mark Will

I am a a licensed Life agent in the state of California and for many years worked as an actuary and financial database analyst.I am with the Safe Money group and specialize in helping people keep their money SAFE while giving them the potentialto grow their money at double- digit interest rates I grew up in Iowa, with a B. S. in Mathematics, and went on to get a M.S. in statistics from the University of Iowa.   I am married to Suzanne , (a nurse at the City of Hope hospital in Duarte , CA.),  and has a 26 year old son who is a 1st Lieutenant in the U.S. Air Force.  I enjoys golf, tennis, hiking and .biking and  attends Grace EV Free Church in La Mirada CA. I am, a volunteer instructor at a local chapter of Senior Net (a non profit organization) that teaches computers to SeniorsLike many people,  I am a" baby boomer"   so I feel I well understand the challenges facing many of us as we grow into the golden years , sometimes with aging parents, a sagging economy, and other challenges that life presents to us …some of which have nothing to do with money.Life Insurance,  Annuities are complex financial products that have evolved over the years  .. .even from the years when I was an actuary.  Today , life Insurance can be used to not only provide death protection,  but enable you to get tax free money in retirement.    Annuities have evolved so that you can not only provide and income stream for later years ...but provide something for your children and grandchildren.Contact me for a free book on growing your money safely for a retirement of your dreams,See also :

Mark Will's Current Company Details
Mark Will (self employed)

Mark Will (Self Employed)

Financial Advisor at Mark Will (self employed)
Mark Will Work Experience Details
  • Mark Will (Self Employed)
    Financial Advisor
    Mark Will (Self Employed) Apr 2011 - Present
    I help people become financially independent as soon as possible, specializing in retirement income planning . I am a former actuary so I bring an unusual expertise that most financial advisors don't .
  • Self Employed
    Financial Adivisor
    Self Employed 2011 - 2015
  • Thales
    Sr Financial Analyst
    Thales Nov 2007 - May 2009
    Developed Automated Menu for Revenue/Cost Accounting for Finance departmentUsed Access/Excel to analyze cash flow for Accounts Receivable departmentUsed Access and/Excel to Report Profit and Loss and Balance Sheet Reports and Income from OperationsCoordinated with IT to provide raw data for reporting purposesCoordinated with those less “computer-knowledgeable” to train them to retrieve data in an efficient mannerWorked with Cognos to load data from Acesss for “closing purposes”. I automated the load process to be menu driven
  • Avnet
    Business Analyst
    Avnet Nov 1995 - Nov 2005
    Provided technical and business support through creation and distribution of sales reports via Internet and e-mail for analysis by senior level executives.Mined data and developed Access Databases with tables, queries, forms, and macros to report on sales of specialized parts for various suppliers and areas. Responsible for the development and maintenance of 30 reports (using Business Objects) tracking “demand creation sales” that identified profit trends and deficiencies in order to pinpoint areas in need of improvement and ways to increase sales and boost revenue.Authored reports citing the number of parts crossing a particular sales threshold in order to qualify for a “design win” from the supplier and providing clients listings of the successful efforts being made by the corporation on their behalf.Designed reports identifying the top product sales as well as parts being acquired from competitors in order to encourage sales efforts for the products with low sales numbers.Created profit trend reports providing information regarding various suppliers and their monthly revenue increases to identify areas upon which the sales force should focus extra effort.
  • Transamerica
    Actuary And Systems Analyst
    Transamerica Jun 1974 - Nov 1990
    Develop formulas to predict and measure gains and losses in insurance plans. Conducted analysis, pricing and risk assessment to estimate financial outcomes.As system analyst, maintained the Focus system to ensure Ad Hoc reports could be run and accessed as needed; assisted in the enhancement of system screens to facilitate data entry.Applied knowledge of mathematics, probability, statistics, principles of finance and business to calculations in life insurance, annuities and pensions.Developed probability tables regarding fire, natural disasters, death and unemployment based on analysis of statistical data and other pertinent information.

Mark Will Skills

Process Improvement Finance Forecasting Financial Reporting Analysis Business Development Business Analysis Financial Analysis Access Strategic Financial Planning Project Management Financial Modeling Strategic Planning Risk Management Business Strategy Microsoft Excel Insurance Accounting Sales Customer Service Financial Planning

Mark Will Education Details

Frequently Asked Questions about Mark Will

What company does Mark Will work for?

Mark Will works for Mark Will (Self Employed)

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

Mark Will's current role is Financial Advisor at Mark Will (self employed).

What is Mark Will's email address?

Mark Will's email address is ma****@****zon.net

What schools did Mark Will attend?

Mark Will attended University Of Iowa, Wartburg College.

What are some of Mark Will's interests?

Mark Will has interest in Computers, Collecting Antiques, Exercise, Sweepstakes, Home Improvement, Shooting, Reading, Gourmet Cooking, Sports, The Arts.

What skills is Mark Will known for?

Mark Will has skills like Process Improvement, Finance, Forecasting, Financial Reporting, Analysis, Business Development, Business Analysis, Financial Analysis, Access, Strategic Financial Planning, Project Management, Financial Modeling.

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