Mark Zener Email and Phone Number
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PROFESSIONAL SUMMARYResults oriented business leader, manager and producer, with thirty years of experience dedicated to sophisticated wealth and philanthropic management for high net worth individuals. Line management experience running divisions of major financial institutions. Technical expertise in the areas of personal and charitable trust, financial planning, philanthropic services and wealth management tax strategies. Combined practical aspects of business management and strategic planning with academic principles and best practices. Doctor of Business Administration.CORE COMPETENCIES AND SKILLSTrust Sales & Marketing, CAP - Philanthropy, Certified Financial Planner, Strategic & Business Planning, Wealth Management, Investment Management, Seminars & Training, Charitable Gifting, Non-Profit Board Member, Team Building / Management, P & L Management, Estate Tax Planning, Relationship Management, Change Management, Communication/NegotiationSpecialties: banking, benefits administration, business development, consulting, CFP, customer relations, financial, financial planning, investment management, investments, marketing,
First Trace Inc
View- Website:
- firsttrace.com
- Employees:
- 5
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Cfo - Chief Financial OfficerFirst Trace Inc Aug 2011 - PresentPhoenix, ArizonaMr. Zener provides leadership in the development of short and long-term strategic financial objectives. Mr. Zener develops, implements and monitors the First Trace comprehensive business plan. Mr. Zener is responsible for financial reporting and capital activities including acquisition of additional capital when required. He also addresses corporate governance, compliance and reporting through the Board of Directors.At First Trace we are specialists in helping organizations assess their complex data management and business process requirements. We develop, sell and support adaptable software solutions that turn complex data problems into powerful business information.First Trace's Document Management and Business Process Management (BPM) software assists firms that need to manage technical reports, CAD drawings, and other corporate documents. Our flexible solutions significantly save enterprise resources by making corporate data organized and easy to find, automating unnecessary manual processes, and preventing breakdowns in documentation. First Trace has customers worldwide across a range of industries, including Austin Energy, New York State Electric & Gas, EQT Corporation and Georgia-Pacific. To learn about First Trace visit www.FirstTrace.com
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Executive DirectorEquitunity Funds Mgmt. Co., Llc Dec 2009 - PresentDr. Zener is a Founding Member and Executive Director. Dr. Zener is responsible for the establishment, administration, marketing and management of private placement investments that capitalize on opportunities originating in China. Dr. Zener has also developed a close team of non affiliated companies and their professionals to provide deep resources to consult with Chinese clients and provide the highest level of comprehensive services.
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Managing DirectorAztore Capital Dec 2009 - PresentDr. Zener is the Managing Director of Aztoré Capital’s China Direct Group. Aztoré Capital is positioned as a premiere provider of highly effective and sophisticated transaction vehicles that bridge the gap between select Chinese domestic growth companies and the US financial markets. Dr. Zener is also Founding Member and Executive Director of Equitunity Funds Mgmt. Co., LLC,
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Vice President - Senior Wealth StrategistNorthern Trust May 2007 - Jul 2010Private Client ServicesWealth Strategist works as a member of the Private Client Services team to develop relationships with internal clients, prospects and community centers of influence, CPA's and Attorneys. Responsible for sales and delivery of Comprehensive Wealth Management services including personal and charitable trust, philanthropic services, and non-profit services. Geographic responsibility focused on the East Valley of Metropolitan Phoenix. -
Vice President - Senior Trust ConsultantMorgan Stanley Trust 2002 - 2007Responsible for sales and delivery of Wealth Management services including personal and charitable trust, philanthropic services, and non-profit services. Coordinates use of Wealth Planning Services for high net worth Financial Advisors (FA) and clients. Functions as member of FA wealth management teams. Wrote proposal for enhancing wealth management platform at Morgan Stanley. Geographic responsibility includes 16 states from Arizona to Texas
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Vice President - Trust ConsultantPrudential Bank And Trust Company 2000 - 2002Wealth Management GroupResponsible for financial planning, sales and delivery of Wealth Management services including: personal and charitable trust, philanthropic services, and non-profit services. Geographic responsibility included: Arizona
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Vice President - Trust SpecialistMerrill Lynch Trust Company 1999 - 2000Wealth Management GroupResponsible for financial planning, sales and delivery of Wealth Management services including: personal and charitable trust, philanthropic services, and non-profit services. Geographic responsibility included: Arizona and New Mexico.Trained over 150 financial consultants to facilitate wealth management sales. Exceeded financial objective for annualized fees.
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Vice President And ManagerFirstar Trust Company 1989 - 1999Reported directly to President, Firstar Trust Company, Milwaukee with total trust assets in excess of $130 billion). Chairman of Director's Trust Committee and Trust Audit Committee. Manager of retail brokerage for Firstar Investment Services. Met profitability and sales goals within original objectives as sales and marketing manager.• Chairman of Strategic Planning Committee for trust and commercial bank.• Successfully negotiated acquisition of Citibank's $50 Million Arizona Trust Division.
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Consultant - OwnerMark E. Zener Consulting Jan 1988 - Jan 1989Consultant to the financial services industry specializing in upscale banking, Private Banking, sales and marketing. Wrote 130-page workshop guide, "Marketing Financial and Professional Services for Increased Sales and Profits".
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Vice President And ManagerWestern Savings And Loan Jan 1985 - Jan 1988Trust and Investment Services Division Managed $350 million full service trust department. Responsible for compliance, operations, investment and administration as Chairman of Director's Trust Committee. Supervision of staff in excess of 35 people in personal trust, trust employee benefits, trust investments and new business development. Delivered customer computerized financial plans through eight financial planners in branch network.
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Personal Financial Planning Services Manager Assistant Vice PresidentValley National Bank Of Arizona Jan 1980 - Jan 1985Phoenix, Arizona AreaFee-for-service Personal Financial Planning Services Department. Consumer Deposit Product Manager Development, design, maintenance and promotion of all consumer deposit products for $5.5 billion portfolio.
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Personal Banking Services Manager Assistant Vice PresidentValley National Bank Of Arizona 1980 - 1985Phoenix, Arizona AreaManager of sophisticated relationship banking program for the 230-unit branch system.
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Ira Sales And Marketing Manager Product ManagerIdaho First National Bank Jan 1978 - Jan 1980Personal Trust Business Development Officer Extensive training in personal trust, financial and estate planning.; $7 billion)Corporate Pension and Profit Sharing AdministratorNew Business and Trust Administrator to 115 corporate accounts with assets of $125 million.
Mark Zener Skills
Mark Zener Education Details
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Nova Southeastern UniversityBusiness Administration -
Boise State UniversityBusiness Administration; Finance Emphasis
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Political Science - Pre
Frequently Asked Questions about Mark Zener
What company does Mark Zener work for?
Mark Zener works for First Trace Inc
What is Mark Zener's role at the current company?
Mark Zener's current role is CFO - Chief Financial Officer at First Trace Inc.
What is Mark Zener's email address?
Mark Zener's email address is ma****@****cox.net
What is Mark Zener's direct phone number?
Mark Zener's direct phone number is +148094*****
What schools did Mark Zener attend?
Mark Zener attended Nova Southeastern University, Boise State University, Idaho State University.
What skills is Mark Zener known for?
Mark Zener has skills like Private Equity, Document Management, Enterprise Software, China Business Development, Intercultural Communication, Workflow Solutions, Private Placements, Complex Data Management.
Who are Mark Zener's colleagues?
Mark Zener's colleagues are Vijayajeevan Nana, Joshua-Rene Martinez, Terry Simpson.
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