S. Mark Alton's Email & Phone Number

💼 Past Experience

S Mark Alton has worked in the financial industry for over 28 years. Born in 1961, S Mark Alton has a degree from The University of Chicago Booth School of Business and a policy degree from the University of Pennsylvania Law School. During his eight years as a financial advisor at Morgan Stanley Wealth Management, he was responsible for hundreds of clients’ affairs, most notably overseeing the Bank’s day-to-day operations and managing the company’s investment implementation strategies. Additionally, he was responsible for developing and implementing the Wealth Management Group’s strategies for the Merrill Lynch Private Wealth Management clients.S Mark Alton has also worked outside the financial industry for the past few years as a financial advisor at Tires & Wheels, Inc. He is responsible for the company’s day-to-day operations and manages the company’s investment implementation strategies. Additionally, he has experience in the insurance and financial services industries.

🎓 Education

S Mark Alton has a Master of Science in Financial Services from The American College in Financial Services in 2007. He also has a New York State Regents Diploma in Bio-Medical Engineering from University of Miami in 1978. During his time at The American College, S Mark Alton taught electrical engineering and financial services. Alton is now a financial advisor and believes that his education has prepared him for a successful career in the financial industry.

💡 Technical & Interpersonal Skills

Since his experiences include being a Financial Advisor at Merrill Lynch Private Wealth Management from 1991-2008, S Mark Alton has a wealth management perspective and is highly credentialed in this field. As a Financial Advisor, S Mark Alton handled a wide variety of investments, some of which were mortgage-backed securities, other investments in paper products, and also investments in real estate. Additionally, he had experience with financial planning for small businesses. S Mark Alton is also highly experienced with the custody and delivery of assets through custodial services such as custodian regulated funds, investment trusts, and annuity products.In 2007, S Mark Alton transfered his experience as Financial Advisor at Merrill Lynch Wealth Management to Morgan Stanley. At Morgan Stanley, he is currently a Senior Investment Advisor and is responsible for helping clients invest in various assets, including Real Estate, Municipal Bond, andMutual Funds. Additionally, he is responsible for providing advice on financial planning, estate planning, and other financial aspects of clients' lives.S Mark Alton has a Communications degree from the University of Missouri, Kansas City, and has over 10 years of experience in the paid media and advertising industry. He has been successful in contacting a wide range of individuals and businesses, including the City of Kansas City, the Russell Family, and many more. Additionally, S Mark Alton has written for a wide range of publications, including The Kansas City Star, The Gateway Pundit, and the Wichita Eagle.