Mark Southard Email and Phone Number
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Mark believes the foundation of a successful client/advisor relationship is through mutual respect and trust that is developed over time. He understands that everyone has their own unique situation and that not all clients share the same knowledge and experiences. He is committed to identifying clients’ needs and then creating strategies to help them realize their long-term financial goals. Mark provides a comprehensive approach to each client and works diligently to provide exceptional customer service with the intention of being their trusted wealth advisor for life.
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Financial AdvisorSi Wealth Management May 2019 - PresentFredericksburg, TxRegistered Representative and Investment Advisor Representative of Securities America Advisor, Inc. Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. SI Wealth Management and Securities America are separate entities.108 East TrailmoorSuite 7Fredericksburg, TX 78624
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Energy TraderAutomated Algorithms, Llc Oct 2017 - Apr 2019Fredericksburg, Tx
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Energy TraderExion Energy Inc. Feb 2017 - Sep 2017Houston, Texas AreaPJM UTC's and Virtual transactionsSPP VirtualsMISO Virtuals
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Independent ConsultantStrom Power, Llc Aug 2016 - Jan 2017Fredericksburg, TxPJM UTC and Virtuals
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Power TraderSolea Energy Llc Apr 2014 - Jul 2016PJM Virtual and Up-To-Congestion TraderBal-Day, Next-Day, and Bal-Week ICE trading to hedge virtual and UTC riskMISO VirtualsSPP Virtuals -
Power TraderEdf Trading Feb 2014 - Apr 2014Houston Area, TexasWest Real-Time TraderWorked closely with asset managers to maximize our returns on EDF's portfolio of power generators in the desert southwest and Mid-C. .Traded with utilities in the southwest and Mid-C to maximize trading profits and capture RT price spreads between utilities and the CAISO. Responsible for purchasing transmission and the scheduling of power into the CAISO for our list of assets. -
Power TraderCiti Sep 2007 - Jan 2014Houston Area, TexasShort-term power trader
Mark Southard Skills
Mark Southard Education Details
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Business, Management, Marketing, And Related Support Services
Frequently Asked Questions about Mark Southard
What company does Mark Southard work for?
Mark Southard works for Si Wealth Management
What is Mark Southard's role at the current company?
Mark Southard's current role is SI Wealth Management - Financial Advisor.
What is Mark Southard's email address?
Mark Southard's email address is ma****@****olea.ca
What is Mark Southard's direct phone number?
Mark Southard's direct phone number is +183227*****
What schools did Mark Southard attend?
Mark Southard attended University Of Mary Hardin-Baylor.
What skills is Mark Southard known for?
Mark Southard has skills like Microsoft Office, Microsoft Excel, Microsoft Word, Powerpoint, Outlook, Analysis, Commodity, Portfolio Management, Options, Financial Analysis, Trading, Data Analysis.
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Mark Southard
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