Mark Moss, RFC®
Chief Operating Officer at Circle Financial Planning, Inc.- Claim this Profile
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Topline Score
Bio
Credentials
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Series 6, 63 & 65 (Investment Advisor Representative or IAR)
FINRA (Financial Industry Regulatory Authority)Mar, 2018- Sep, 2024 -
Life & Health Insurance License
IN Dept. of InsuranceNov, 2017- Sep, 2024 -
Registered Financial Consultant
International Association of Registered Financial ConsultantsAug, 2017- Sep, 2024
Experience
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Circle Financial Planning, Inc.
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United States
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Financial Services
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1 - 100 Employee
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Chief Operating Officer
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Mar 2017 - Present
As COO of Circle Financial Planning, I lead an award-winning team that serves the financial needs of hundreds of clients. Circle has been in business for more than 35 years and we want to continue growing. We are an independent firm that works with Money Concepts for RIA and BD support. I also meet with select clients as a Wealth Coach. Disclaimer: Money Concepts is not affiliated with LinkedIn, Inc. or the LinkedIn, Inc. service. Money Concepts does not expressly or implicitly adopt or endorse any of the expressions, opinions, or content posted by fans or any third-parties on our LinkedIn page. Money Concepts does not control, serve, adopt or endorse any advertising, messages or content that LinkedIn may publish on its site or the Money Concepts page. Money Concepts does not adapt or endorse an products, services, advertisements, recommendations or statements or any other content that may appear of LinkedIn or on other LinkedIn - affiliated sites. No part of this page is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment , tax or an other advice. This page is intended for U.S. persons only. Any non-Money Concepts URLs or external websites mentioned on LinkedIn are unaffiliated with Money Concepts. Money Concepts has not been involved in the preparation of content supplied at the unaffiliated sites and does not guarantee or assume any responsibility for its Content. Third party marks appearing herein are the property of their respective owners. Guarantees are subject to the claims-paying ability of the issuing insurance company. Please remember investing involves risk, and the value of your investment will fluctuate over time and you may gain or lose money. ©2018 Money Concepts International Inc. All securities offered by Money Concepts Capital Corp. Member FINRA/SIPC. Circle Financial Planning is an independent firm not affiliated with Money Concepts Capital Corp.
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OneAmerica
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United States
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Civic and Social Organizations
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1 - 100 Employee
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Field Director, Leadership Development
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Sep 2014 - Mar 2017
Charged with developing the next generation of field leaders and financial professionals nationally for OneAmerica Financial Services. This was done by creating and presenting leadership programs & resources that helped cultivate the attitude, knowledge and skills financial professionals need to grow and develop profitable firms. The results: * The top 5 AGAs in my program recruited 25% of all quality recruits * The top 5 Sales Directors recruited 50% more quality recruits than the top 5 non-grads * Unit FYPC was 32% higher than non-grads
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Pentera Group, Inc.
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United States
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Renewable Energy Semiconductor Manufacturing
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National Sales Manager
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Mar 2000 - Jul 2006
Travelled nationally to provide & develop training and marketing programs for financial services companies. The flagship program was "Advanced Markets Online." Endowment Development Services (EDS), a division of Pentera, publishes planned gift marketing communications. I led the sales efforts in both divisions in targeted regions east of the Mississippi. Consulted with financial services, insurance, healthcare, education and non-profit verticals to improve marketing effectiveness utilizing both print and interactive solutions. Team efforts took EDS from anonymity to the fourth most recognized brand in its space.
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First Merchants Corporation
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United States
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Financial Services
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700 & Above Employee
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Assistant Vice President, Trust Development
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1996 - 1998
I opened a new trust office in a city where the bank had no customers nor branches - a one man office! I developed and executed the sales and marketing strategy, authored all the marketing collateral, and led business development. I also wrote a bi-monthly article for the local paper, and graduated from Canon Financial Institute's Trust Development Sales School. I opened a new trust office in a city where the bank had no customers nor branches - a one man office! I developed and executed the sales and marketing strategy, authored all the marketing collateral, and led business development. I also wrote a bi-monthly article for the local paper, and graduated from Canon Financial Institute's Trust Development Sales School.
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Money Concepts
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United States
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Financial Services
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300 - 400 Employee
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Financial Advisor
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Jan 1989 - Sep 1996
Helped develop and execute the sales & marketing strategy to establish financial planning operations in branches of Muncie Federal Savings Bank and American National Bank. Team efforts were awarded a "top 3" center nationally with our firm 3 years in a row. I also maintained personal productivity at a level ranking in the top 50 of the company 4 years straight. I went on to own my own retail financial planning center. In addition, I presented seminars at banks, retirement homes, factories, businesses, hotels and also taught an adult education course called "Money, Assets & Prosperity" at Ball State University and Anderson University.
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Northwestern Mutual
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United States
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Financial Services
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700 & Above Employee
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College Agent
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1987 - 1988
Consistently ranked as the #1 college internship program in the country. My introduction to financial services, where I led all College Agents in our General Agency in various key performance indicators. Consistently ranked as the #1 college internship program in the country. My introduction to financial services, where I led all College Agents in our General Agency in various key performance indicators.
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Education
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1983 - 1987
Butler University
Bachelor of Science (B.S.), Business Administration -
1982 - 1983
Carmel High School
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1980 - 1982
Hudson High School
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