Mark Eggleston, CFP®

Senior Financial Analyst at myCIO Wealth Partners
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Contact Information
us****@****om
(386) 825-5501
Location
Wilmington, Delaware, United States, US

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Credentials

  • Series 65
    NASAA
    Nov, 2018
    - Nov, 2024

Experience

  • myCIO Wealth Partners
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Senior Financial Analyst
      • Jul 2018 - Present

  • JPMorgan Chase & Co.
    • United States
    • Financial Services
    • 700 & Above Employee
    • Analyst
      • Jun 2017 - Dec 2017

      Asset and Wealth Management, Client On boarding. • Member of the Change Management team, working on projects related to process improvement in Client Onboarding, Account Opening and Know your Client (KYC) requirements. Asset and Wealth Management, Client On boarding. • Member of the Change Management team, working on projects related to process improvement in Client Onboarding, Account Opening and Know your Client (KYC) requirements.

  • University of Delaware
    • United States
    • Higher Education
    • 700 & Above Employee
    • Tutor
      • Feb 2016 - Dec 2017

      Tutoring students in calculus, statistics, finance, economics and accounting.

    • Resident Assistant
      • Jul 2016 - Aug 2016

      Conducted calculus review sessions twice a week and provided tutoring to students over the duration of the summer course. Acted as a role model for incoming freshman, assisting residents with the transition into the University and living in on-campus housing.

Education

  • University of Delaware - Lerner College of Business and Economics
    Financial Planning and Operations Management, Senior
    2014 - 2018

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