Mark Kerwood, Cfa Email and Phone Number
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Mark Kerwood, Cfa personal email
Mark Kerwood, Cfa phone numbers
Mark Kerwood, CFA is an accomplished financial professional and entrepreneur focusing on young and innovative entrepreneurship. Currently serving as Captain Capital and Money Maven for Trail Ridge Wealth Management, a company he co-founded with like-minded experts in the field of wealth management. Mark manages fiduciary, institutional, and private client portfolios while expertly executing the trading all securities. He is also a Chartered Financial Analyst® (CFA) charterholder indicating his dedication to shaping and upholding the highest educational and ethical standards, cultivating fair and equitable markets, and serving investors and the wider public. In 2002, he co-founded Acuto Productions, a multi-media video production company while in high school. In its four years of operations, Acuto Productions received numerous local, regional, and national accolades, and was featured on Iowa Public Television. Acuto has since become Acuto Ventures through-which Mark has been a guiding personality in many small and startup firms, helping them to set their vision and passion. Mark loves the world of entrepreneurship and is constantly looking for new ways to serve customers by combining innovative technology and new business ideas.Mark has a Bachelor of Science in Business Administration from Colorado State University and currently lives in Fort Collins, Colorado with his wife Irene Nissen, their son Walter, and their great dane Bagheera.Views presented on this site are solely my own and not intended to be representative of my employer. Any mention of financial information is not meant to be taken as financial advice.Specialties: Bloomberg, Trading, Portfolio Management, Excel, Microsoft Office Suite, Entrepreneurship, Business Management, Business Planning
Trail Ridge Wealth Management
View- Website:
- trailridgewm.com
- Employees:
- 7
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Chief Financial Officer And Investment StrategistTrail Ridge Wealth Management Mar 2017 - PresentFort Collins, Colorado AreaI fulfill a number of roles for the Firm. I serve as Captain Capital, Money Maven, eMedia Mogul, and Tech Titan of Trail Ridge Wealth Management. I also serve as the Investment Strategist and Operations Guru for Trail Ridge Investment Advisors, as well as a Portfolio Manager. For Trail Ridge Trust Company, I serve as Treasurer.Externally, my title is “Chief Financial Officer and Investment Strategist, Trail Ridge Wealth Management, Inc.”
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Chief Financial Officer & Co-OwnerAcuto Ventures Nov 2002 - PresentCarroll, Ia And Fort Collins, CoCo-founded Acuto Ventures. Through Acuto Consulting, I specialize in Strategic Consulting, new business creation, management, business growth, and idea generation. The original creation, Acuto Productions, is a multimedia video production company founded in small town Iowa. We focus on delivering a high quality product at competitive prices. From weddings to corporate events, we film it all. Specializing in multimedia productions and video slide shows. Was the successor of Kerwood Productions which started in 1999.
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Portfolio ManagerFirst National Bank Of Omaha Sep 2007 - Mar 2017Fort Collins, ColoradoManagement of over $171 million in fiduciary, institutional, and private client portfolios. Provide guidance on trading of Equity Securities. Equity Income and Fixed Income investment analysis.Prior to taking on Portfolio Management roles I was solely the Fixed Income and Equities Trader. -
Retail TrainerFirst National Bank Of Omaha Nov 2005 - Sep 2007Fort Collins, Colorado AreaTrained New Hires and Current Staff in New Account and Loan Origination, Procedure Writing, Compliance Reviewing.Prior to this role I was a Universal Account Roving Specialist which involved Personal Banker & Teller Tasks, Account Maintenance, Operations Support, Procedure Writing
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Business & Information Technology AdvisorDevansoy Inc 1999 - 2015Rock City, Il & Carroll, IaBusiness: Advised on communication, security, business resumption, and financing. IT: Management of network, all company workstations, Intranet System, Servers, and traveling personnel in 4 different states. -
Assistant System AdministratorColorado State University Aug 2005 - May 2006Colorado Natural Heritage ProgramWork study position where I assisted in the management three servers and over 45 devices for the program. Active Directory management (staff access and email maintenance), security patching, installed wiring; provided instruction for staff; monitored and maintained remote staff access. -
Personal Banker (Intern)Carroll County State Bank Dec 2004 - Jul 2005Carroll, IaIntern with CCSB, learning to teller, open accounts, provide excellent customer service, and general support staff positions.
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Assistant Technology CoordinatorCarroll Community School District Jan 2005 - May 2005Carroll, IaFacilitated and operated over 500 district computers. Wiring the campus for Ethernet; setup a district-wide wireless network; update the staff email; instructing seminars for staff.
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Help Desk SpecialistIowa State University Aug 2003 - Jan 2005Greenlee School Of Journalism -
Information Technology InternCarroll Community School District Sep 1999 - May 2003Carroll, Ia
Mark Kerwood, Cfa Skills
Mark Kerwood, Cfa Education Details
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Business Administration: Finance & Real Estate
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Summer Venture In Management Program
Frequently Asked Questions about Mark Kerwood, Cfa
What company does Mark Kerwood, Cfa work for?
Mark Kerwood, Cfa works for Trail Ridge Wealth Management
What is Mark Kerwood, Cfa's role at the current company?
Mark Kerwood, Cfa's current role is Innovating Investments and Driving Financial Performance at Trail Ridge Wealth Management.
What is Mark Kerwood, Cfa's email address?
Mark Kerwood, Cfa's email address is mk****@****ank.com
What is Mark Kerwood, Cfa's direct phone number?
Mark Kerwood, Cfa's direct phone number is +197098*****
What schools did Mark Kerwood, Cfa attend?
Mark Kerwood, Cfa attended Colorado State University, Harvard Business School, Iowa State University.
What are some of Mark Kerwood, Cfa's interests?
Mark Kerwood, Cfa has interest in Science And Technology, Children, Education, Economic Empowerment.
What skills is Mark Kerwood, Cfa known for?
Mark Kerwood, Cfa has skills like Financial Management, Program Development, Entrepreneurial Endeavors, Excel, Portfolio Management, Bloomberg, Trading, Customer Service, Banking, Risk Management, Strategic Planning, Microsoft Office.
Who are Mark Kerwood, Cfa's colleagues?
Mark Kerwood, Cfa's colleagues are Andrew Trigg, Cfp®, Jennifer C. Sherman, Marie Pascell, David Jordan, Chad Jones, Ma, Cfp®, Jack Mannschreck.
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