Mark Gonzalez
Investment Associate at Finch Investment Group- Claim this Profile
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Bio
Credentials
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Life and Health Insurance + Variable
State of Alabama Department of Insurance -
Series 66
Financial Industry Regulatory Authority (FINRA) -
Series 7
Financial Industry Regulatory Authority (FINRA)
Experience
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Finch Investment Group
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United States
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Investment Management
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1 - 100 Employee
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Investment Associate
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Jul 2017 - Present
Associate for a tax lien hedge fund. Associate for a tax lien hedge fund.
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AXA Advisors, LLC
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United States
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Financial Services
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700 & Above Employee
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Financial Professional
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Feb 2016 - Jun 2017
Personally sourced and interviewed retail and business clients and assist them in developing a financial plan that would accomplish the goals most important to them individually or as an entity. Conducted reviews with clients to evaluate portfolio performance and ensure the achievement of short and long term goals as well as a high level of customer satisfaction. Acted as the first Advisor in the Birmingham branch to identify an opportunity and replace a business’s Group Benefits Platform. Show less
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Rodman
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May 2011 - Aug 2011
Performed general land surveying as a rodman. Performed general land surveying as a rodman.
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Rodman
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May 2006 - Aug 2006
Performed general land surveying as a rodman. Performed general land surveying as a rodman.
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Education
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2010 - 2015
Auburn University
Bachelor’s Degree, Finance, General
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