Mark Wilson
northfield,Ohio
Overview
3
3
years of post-secondary education
5
5
years of professional experience
Education
Bachelor of Arts - Triple Major: Finance, Economics & Spanish
Baldwin Wallace University
Berea, OH 08.2022 - Current
Skills
- Financial Analysis & Modeling
- Investment Research & Portfolio Management
- Leadership & Mentorship
- Deal Structuring & Negotiation
- Bilingual: English and Spanish
Volunteer Experience
- Cleveland's Lutheran Men's Shelter
- Football Camp Leader, Berea, Ohio
- Ohio Community and Youth Mentoring Organization, Warrensville Heights, Ohio
Extracurricular Activities
Football Player, Berea, Ohio (Baldwin Wallace University) 2022-Present
Resident Assistant, Berea, Ohio (Baldwin Wallace University 2023-Present
C.O.O of Investment Team, Berea, Ohio (Baldwin Wallace University), 2023-Present
Member of Spanish Club, Berea, Ohio (Baldwin Wallace University), 2023-Present
Education
true
Certification
Series 66 (FINRA)
Series 7 ( FINRA)
Insurance Agent, Accident Health & Variable (Ohio Department of Insurance)
Securities Industry Essentials (SIE) (FINRA)
Financial Modeling Certification (FMI)
Bloomberg & Excel Certification (Bloomberg)
Real Estate Salesperson License (Ohio Division of Real Estate)
Work History
Financial Advisor
Prudential Financial
01.2026 - Current
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
Real Estate Agent
Brick House Realty
03.2023 - Current
- Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
- Conducted market research to provide educated insight to buyers, sellers & investors,
- Developed strong relationships with mortgage brokers, attorneys, and other professionals to streamline the home buying process for clients.
- Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
Online PickUp
Walmart Inc.
09.2020 - 01.2024
- Executed and fulfilled high volume online orders by coordinating product selection across departments with a focus on accuracy, speed, and customer satisfaction.
- Supported team operations by assisting with task delegation and prioritization during peak demand periods.
- Served as a bilingual translator between staff and Spanish speaking customers, improving communication, service efficiency, and transaction accuracy.
Timeline
Financial Advisor
Prudential Financial
01.2026 - Current
Real Estate Agent
Brick House Realty
03.2023 - Current
Bachelor of Arts - Triple Major: Finance, Economics & Spanish
Baldwin Wallace University
08.2022 - Current
Online PickUp
Walmart Inc.
09.2020 - 01.2024