Mark Shafer

Mark Shafer

Wealth Management Advisor, Senior Vice President-Wealth Management

Followers of Mark Shafer92 followers
location of Mark ShaferPortland, Oregon Metropolitan Area

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  • Timeline

  • About me

    Wealth Management Advisor at Merrill Lynch Wealth Management

  • Education

    • University of Oregon

      1977 - 1981
      Bachelor's Degree
  • Experience

    • Merrill Lynch Wealth Management, Bank of America Corporation

      Jun 1985 - now
      Wealth Management Advisor, Senior Vice President-Wealth Management

      CFP®, Senior Vice President-Wealth Management Advisor-Portfolio Manager

  • Licenses & Certifications

    • Personal Investment Advisor

      Merrill Lynch Internal
      Oct 2013
    • Certified Financial Planner

      CFP Board of Standards
      Jan 2007