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Mark Mittmann

Mark Mittmann

Investment Analyst

Followers of Mark Mittmann439 followers
location of Mark MittmannNewport Beach, California, United States

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  • Timeline

  • About me

    Vice President

  • Education

    • Mihaylo College of Business and Economics

      -

    • Chapman University, The George L. Argyros School of Business and Economics

      -
      Master of Business Administration (MBA)

    • Hochschule für Wirtschaft und Umwelt Nürtingen-Geislingen

      -

  • Experience

    • Wachovia Securities

      Jan 2003 - Jan 2005
      Investment Analyst

    • Merrill Lynch

      Jan 2005 - Jan 2006
      Investment Associate

    • Canterbury Consulting

      Jan 2006 - Jan 2014

      • Chief Compliance Officer

        Jan 2009 - Jan 2014

      • Investment Operations Manager

        Jan 2006 - Jan 2009

    • Ronald Blue & Co. CPAs and Consultants

      Jan 2014 - Jan 2017
      Operations Manager

    • Farmers & Merchants Bank of Long Beach

      Jan 2018 - now
      Vice President

  • Licenses & Certifications

    • Certified Fiduciary & Investment Risk Specialist

      Cannon Financial Institute

    • Series 24 - Securities Principal

      Financial Industry Regulatory Authority

    • Series 4 - Options Principal

      Financial Industry Regulatory Authority

    • Series 66 - Combined State Law

      Financial Industry Regulatory Authority

    • Series 3 - Commodities and Futures

      Financial Industry Regulatory Authority

    • Series 53 - Municipals Principal

      Financial Industry Regulatory Authority

    • Series 7 - General Securities

      Financial Industry Regulatory Authority