Mark Andrew Novkovic

404 Regency Ct, Hockessin, DE 19707

Financial Services

Bluewater Capital
President
Hsbc Jan 1, 2015 - Jan 2018
Vice President Hsbc
Citizens Bank May 2012 - Jan 2015
Wealth Manager
Cco Investment Services May 2012 - Jan 2015
Wealth Manager
Dynasty Advisors Apr 2011 - Apr 2012
Senior Vice President - Wealth Management

American Academy of Financial Management 2010
Aba Graduate Trust School 2002 - 2003
Cannon Trust School 2002
The Pennsylvania State University 1987
Bachelors, Bachelor of Science Penn State University 1982 - 1986
Bachelors, Bachelor of Science, Economics Shippensburg University of Pennsylvania

Wealth Management
Series 7
Portfolio Management
Financial Services
Securities
Private Banking
Risk Management
Asset Allocation
Investments
Estate Planning
Banking
Wealth
Finance
Mutual Funds
High Net Worth Individuals
Capital Markets
Investment Advisory
Equities
Retirement Planning
Investment Strategies
Loans
Wealth Management Services
Brokerage
Alternative Investments
Asset Management
Fixed Income
Hedge Funds
Bonds
Financial Advisory
Finra
Series 63
Oupv Licensed Captain
Trading
Private Wealth Management
Bloomberg
Derivatives
Etfs
Institutional
Trusts
Strategic Planning
Investment Management
Series 24
Separately Managed Accounts
Relationship Management
Fixed Annuities
Insurance
Strategic Financial Planning
Compliance
Annuities

Crc
Aif
Oupv

RBS Citizens Bank

May 2012 to 2000
CCO Investment Services
Dynasty Advisors
Township of Valley, PA
May 2011 to May 2012
Senior Vice President
Wilmington Trust Company
Wilmington, DE
Jan 2006 to Jan 2011
Principal/Vice President
Investment Advisor/Relationship Manager/Vice President
Oct 2000 to Jan 2006
First Union Securities / CoreStates Securities
Philadelphia, PA
Apr 1996 to Feb 2000
Investment Advisor/Vice President
J. B. Hanauer and Company
Princeton, NJ
Mar 1995 to Feb 1996
Fixed Income Investment Broker
CoreStates Financial Corporation
Philadelphia, PA
Sep 1992 to Mar 1995
Treasury Products Officer/Analyst
The Federal Reserve Bank of Philadelphia
Philadelphia, PA
Aug 1989 to Sep 1992
Securities/Treasury Analyst
Smith Barney Harris and Upham, Inc
Philadelphia, PA
May 1987 to Aug 1989
Investment Broker