Mark Ayers

Experience

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  Siemens Healthcare

  Jan 1988 - Jan 2004

  Sales & Marketing

  - Facilitated healthcare information systems sales presentations for hospital CEOs, CFOs, and CIOs- Solicited and coordinated technology presentations for the annual users conference

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  Vanguard

  Jul 2008 - Jul 2023

  Sr Sales Consultant

  In my most recent role, I delivered exceptional guidance and support to potential and existing investors in developing informed decisions regarding Vanguard mutual funds. I was responsible for providing valuable insights and education on distinguishing mutual funds from stocks, bonds, and annuities. I also communicated concept of risk associated with mutual funds, emphasizing lack of guarantees. Additionally, I aided in grasping intricacies of risk comprehension. I employed open-ended inquiries to assess financial position and risk threshold of clients, while offering tailored suggestions. At last, I present option of self-managing portfolios or opting for Vanguard's advisory services.Key Accomplishments: • Achieved successful resolution by navigating legal complexities. • Demonstrated consistent excellence as top annual producer for New Assets as well as navigating clients through intricate, extensive (2-3 months), and thorough consolidation of deceased parents' estate from diverse sources into Vanguard accounts, facilitating smooth distribution to heirs. • Elicited recurring calls from clients seeking further customer service and advice due to foundation of trust and confidence. • Maximized investment performance and wealth accumulation by formulating optimal stock/bond ratio via fusion of adept listening skills and financial and investment expertise. Show less

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  Lincoln Investment

  Dec 2023 - now

  Financial Advisor

  Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment Broker-Dealer, Member FINRA/SIPC. www.lincolninvestment.com