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Mark J. Zwick

Mark J. Zwick

Accounting Intern

Followers of Mark J. Zwick519 followers
location of Mark J. ZwickHouston, Texas, United States

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  • Timeline

  • About me

    Wealth Management

  • Education

    • Texas Tech University

      2015 - 2020
      Business and Personal/Financial Services Marketing Operations

  • Experience

    • Sword Construction

      May 2017 - Aug 2017
      Accounting Intern

      • Managed finances and logged the accounting books.• Payroll to employees and subcontractors.• Hired subcontractors.

    • Mercer Advisors

      Jun 2019 - Sept 2019
      Intern

      • TPA’s, balance sheets, cash flow statements • Updating accounts & holdings• Linking investment accounts to outside custodians• Various Unique Asset tasks

    • Pennington Wealth Management

      May 2022 - now
      Client Services Associate

  • Licenses & Certifications

    • Series 66

      NASAA
      Oct 2023

    • Securities Industry Essentials (SIE)

      FINRA
      Aug 2022

    • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities

      Texas Department of Insurance
      Jan 2024

    • Series 7

      FINRA
      Apr 2023