Summary
Overview
Work History
Education
Skills
Websites
Certification
Languages
References
Hobbies and Interests
Volunteer Experience
Languages
Timeline
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Mark Anthony Walters

Loganville,GA

Summary

Financial professional with over 15 years of experience in investment banking, treasury management, and wealth management. Proven ability to develop customized financial strategies that improve client retention, and drive portfolio growth. Recognized for leadership in cross-functional collaboration and operational efficiency, delivering innovative solutions in high-pressure environments. Strong relationship-building and problem-solving skills enhance customer service and communication effectiveness. Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.

Overview

27
27
years of professional experience
1
1
Certification

Work History

Financial Advisor Professional

Prudential Advisory
Atlanta, GA
02.2025 - Current
  • Design and implement client-centric financial plans, leveraging market analysis to optimize asset allocation and mitigate risk.
  • Achieved growth in client portfolios through proactive risk assessment and strategic investment recommendations.
  • Cultivate long-term client relationships via transparent communication and alignment with evolving financial goals.

Financial Solutions Advisor

Bank of America Merrill Lynch
Conyers, GA
09.2022 - 05.2024
  • Opened and Educated Clients about Trust Accounts, Opened Estate Accounts, Payable on Death, Power of Attorney, Checking and Savings Accounts, Credit Card accounts, resolve customer queries relating to their accounts
  • Advised clients regarding the opening of managed funds accounts, and FDIC insured Accounts and other Money Market accounts, identifying investments opportunities after listening to investment objectives and concerns of clients.
  • Review performance of investment portfolio with clients.
  • Take and make calls to clients to identifying opportunities and convert these to executable transactions

Licensed Insurance Sales Representative

New York Life Insurance Co / NYL Securities
Alpharetta, GA
11.2020 - 09.2022
  • Exceeded annual sales targets by 40% through needs-based consultations and tailored insurance solutions.
  • Resolved 95% of claims disputes amicably, strengthening client trust and retention.
  • Expanded client base by 35% via community engagement and referral networks.

Startup Founder

Cornucopia Investments Limited
Kingston, Jamaica
01.2005 - 09.2019
  • Opened a Restaurant (JZee’s Jerk Hut and Bar) and Wally’s Car Wash
  • Business Plan, Hiring and Full Balance Sheet and P&L responsibility
  • Start-up Operations

Vice President Treasury and Investment Managment

Dehring Bunting and Golding Limited
01.1998 - 01.2004
  • Treasury Management of the firm and Clients Assests
  • Design and place Investment Instrument in the market
  • Evaluated Investments instruments for Investments in
  • Build partnerships with financial institutions, Pension Funds, high NetWorth individuals
  • Was a member of the Firms ALCO committee

Education

Business Administration - Accounts

University of Technology, Jamaica
Jamaica
01.1989

University of Manchester & Bangor

Skills

  • Microsoft Office Suite
  • Bloomberg Terminal
  • Morningstar
  • CRM systems
  • Financial planning
  • Investment strategies
  • Risk assessment
  • Client relationship management
  • Sales strategies
  • Financial services

Certification

  • FINRA Series 7, 66, 6, and SIE Licenses
  • Life & Health Insurance License (GA)

Languages

English (Native)

References

References available upon request.

Hobbies and Interests

Golf, Tennis, Hiking, Tennis and Basketball

Volunteer Experience

Financial Literacy Workshop Instructor, Local Community Center

Languages

English
Full Professional

Timeline

Financial Advisor Professional

Prudential Advisory
02.2025 - Current

Financial Solutions Advisor

Bank of America Merrill Lynch
09.2022 - 05.2024

Licensed Insurance Sales Representative

New York Life Insurance Co / NYL Securities
11.2020 - 09.2022

Startup Founder

Cornucopia Investments Limited
01.2005 - 09.2019

Vice President Treasury and Investment Managment

Dehring Bunting and Golding Limited
01.1998 - 01.2004

Business Administration - Accounts

University of Technology, Jamaica

University of Manchester & Bangor

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