Marc W Gulick
age ~59
from San Antonio, TX
- Also known as:
-
- Marc William Gulick
- Mark W Gulick
- Mark Debra Gulick
- Markw Gulick
- Phone and address:
-
2106 Oak Hill Pl, San Antonio, TX 78238
210-521-0124
Marc Gulick Phones & Addresses
- 2106 Oak Hill Pl, San Antonio, TX 78238 • 210-521-0124 • 210-684-1163
- Belmont, MI
- 1503 S 2Nd St, Floresville, TX 78114
- 853 Killarney Rd, Floresville, TX 78114 • 830-393-9700
- Springfield, VA
- Falls City, TX
- Golden City, MO
Work
-
Company:UsaaMay 2019
-
Position:Compliance analyst
Education
-
Degree:Bachelors, Bachelor of Business Administration
-
School / High School:The University of Texas at San Antonio
-
Specialities:Finance
Skills
Certified Financial Planner • Investments • Business Writing • Complaint Management • Investment Advisory • Management • Series 24 • Series 53 • Retirement Planning • Collaborative Problem Solving • Situational Sales Negotiation • Financial Advisory • Asset Allocation • Estate Planning • Investment Strategies • Financial Planning • Mutual Funds • Finance • Wealth Management • Strategic Financial Planning • Fixed Annuities • Investment Advisor Compliance • Cross Functional Team Leadership • Hold Series 7 • Series 6 • Series 65
Ranks
-
Certificate:Certified Financial Planner???
Industries
Financial Services
Name / Title
Company / Classification
Phones & Addresses
Director
Floresville Wildcats
Nonclassifiable Establishments
Nonclassifiable Establishments
PO Box 518, Floresville, TX 78114
Resumes
Compliance Analyst
view sourceLocation:
San Antonio, TX
Industry:
Financial Services
Work:
Usaa
Compliance Analyst
Usaa
Senior Financial Advisor
Usaa Nov 1997 - Dec 2002
Investment Sales and Service Manager
Usaa Jul 1992 - Nov 1997
Investment Representative
Usaa Jan 1990 - Jul 1992
Claims Representative
Compliance Analyst
Usaa
Senior Financial Advisor
Usaa Nov 1997 - Dec 2002
Investment Sales and Service Manager
Usaa Jul 1992 - Nov 1997
Investment Representative
Usaa Jan 1990 - Jul 1992
Claims Representative
Education:
The University of Texas at San Antonio
Bachelors, Bachelor of Business Administration, Finance
Bachelors, Bachelor of Business Administration, Finance
Skills:
Certified Financial Planner
Investments
Business Writing
Complaint Management
Investment Advisory
Management
Series 24
Series 53
Retirement Planning
Collaborative Problem Solving
Situational Sales Negotiation
Financial Advisory
Asset Allocation
Estate Planning
Investment Strategies
Financial Planning
Mutual Funds
Finance
Wealth Management
Strategic Financial Planning
Fixed Annuities
Investment Advisor Compliance
Cross Functional Team Leadership
Hold Series 7
Series 6
Series 65
Investments
Business Writing
Complaint Management
Investment Advisory
Management
Series 24
Series 53
Retirement Planning
Collaborative Problem Solving
Situational Sales Negotiation
Financial Advisory
Asset Allocation
Estate Planning
Investment Strategies
Financial Planning
Mutual Funds
Finance
Wealth Management
Strategic Financial Planning
Fixed Annuities
Investment Advisor Compliance
Cross Functional Team Leadership
Hold Series 7
Series 6
Series 65
Certifications:
Certified Financial Planner???
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