Financial Advisor - Waddell & Reed
Greater Omaha Area
- Current
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- Financial Advisor at Waddell & Reed
- Past
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- Client Services at TD Ameritrade
- Business Managerat M&M Marketing (Self-employed)
- District Sales Manager at AFLAC
- Server at champps americana
- Education
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- Iowa Western Community College
- University of Northern Iowa
- Recommended
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3 people have recommended Mark - Connections
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65
connections
- Industry
- Investment Management
- Websites
Mark White’s Summary
"I know of no more encouraging fact
Than the unquestionable ability of Man
To elevate his life by conscious endeavor"
- Henry David Thoreau
How can I help you accomplish your goals? Tell me who the best contacts are for you! I'm looking to give strong relationship networking as well as find it for myself!
As far as what I do, consider this;
What age do you want to retire? Do you know if you'll have what you need to retire at that age?
Do you have children? If so, are you ready to help them with college expenses?
Are your assets scattered? Have you ever wondered what it would be like to have all of your finances, goals (and corresponding strategies to reach these goals) in one centralized place?
Do you have a written financial plan? Everyone knows; "If you fail to plan,..." ...well, you know the rest...
At Waddell & Reed, everything begins and ends with your financial goals, aspirations, and priorities! We get to know you and your goals and prioritize them by what is most important to you. We then construct a centralized comprehensive financial plan that, not only organizes your financial lives, but more importantly - provides a plan for you to help reach your true financial goals.
It all starts with a simple and brief meeting that will take less than an hour and that won't cost a thing.*
Waddell & Reed assists Individuals - BUT - one of the reasons I am here on LinkedIn is that we also assist Companies of all sizes. Primarily - We have a Corporate Financial Wellness Program that helps employee's in educating them and equiping them to more adequatly handle their own financial needs. We offer financial seminars, retirement plans and a variety of other services that can be of benefit to companies and their employees.
I look forward to getting to know you and how we can help each other.
Mark White’s Specialties:
Waddell & Reed assists Individuals - BUT - one of the reasons I am here on LinkedIn is that we also assist Companies of all sizes. Primarily - We have a Corporate Financial Wellness Program that helps employee's in educating them and equiping them to more adequatly handle their own financial needs. We offer financial seminars, retirement plans and a variety of other services that can be of benefit to companies and their employees.
Mark White’s Experience
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Financial Advisor
Waddell & Reed
(Public Company; Investment Management industry)
June 2007 — Present (1 year 7 months)
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Client Services
TD Ameritrade
(Public Company; 501-1000 employees; AMTD; Investment Management industry)
September 2005 — February 2006 (6 months)
Assisted individual investors of all levels of income in being informed, equiped, and able to handle their own investments in mostly IRA's and securities.
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Business Manager
M&M Marketing (Self-employed)
(Self-Employed; 1-10 employees; Marketing and Advertising industry)
January 2003 — January 2005 (2 years 1 month)
Managed, Marketed, and Sold for entire product line, including; Corporate Discounts in the Golf Industry, Golf Club Sales, Golf Club Tournament Prizes, Fundraisers, and Million Dollar Shot Contests
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District Sales Manager
AFLAC
(Public Company; 1-10 employees; AFL; Insurance industry)
April 2001 — January 2004 (2 years 10 months)
Self-Employed Supplemental Insurance Sales: B2B
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Server
champps americana
(Public Company; Restaurants industry)
2002 — 2004 (2 years)
Mark White’s Education
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Iowa Western Community College
Computer Science, General, 1989 — 1991
- Activities and Societies:
- Basketball
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University of Northern Iowa
Psychology, Counseling, Psychology
Additional Information
Mark White’s Websites:
Mark White’s Interests:
Budgeting, Financial Plans, Investing, Retirement
Mark White’s Groups:
Omaha Chamber of Commerce
Sarpy County Chamber of Commerce
HRAM - Human Resources Association of the Midlands
SHRM - Society for Human Resource Managment
Mark White’s Contact Settings
Interested In:
- consulting offers
- new ventures
- job inquiries
- expertise requests
- business deals
- reference requests
- getting back in touch
