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Mark Finney
Financial professional with leadership and project management expertise.
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Location
Marysville, Ohio, United States, US
Skills
- Customer Service
- Microsoft Office
- Microsoft Excel
- Leadership
- Strategic Planning
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Bio
Generated by
Topline AI
Mark Finney is a seasoned financial professional with expertise in customer service, leadership, and project management. He holds multiple certifications, including AIF, FINRA Series 65, and CRPC.
Credentials
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AIF
fi360Feb, 2016- Apr, 2026 -
FINRA Series 65
Financial Industry Regulatory Authority (FINRA)Jan, 2010- Apr, 2026 -
FINRA Series 7
Financial Industry Regulatory Authority (FINRA)Jan, 2008- Apr, 2026 -
Life & Helath
Ohio Department of InsuranceJan, 2005- Apr, 2026 -
CRPC
College for Financial PlanningMay, 2009- Apr, 2026
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Industry Focus. “Financial Services”
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