Mark William Opila
Algemeen Directeur bij Patrina Corp.
Profiel
Mr. Mark W.
Opila is a Senior Wealth Advisor at Advisors Capital Management LLC and a Chief Executive Officer at Patrina Corp.
He is a Senior Vice President and a member of the firm’s investment committee.
He has been working closely with individual clients developing financial plans and giving investment advice since joining the firm in 2006.
Prior to joining ACM in 2006, Mr. Opila spent over 25 years in sales and sales management roles in the institutional fixed income markets.
He was responsible for overseeing relationships with some of the largest insurance companies, pension funds and money managers in the United States.
He has worked at Citicorp Investment Bank, Chase Securities and Barclays Capital.
He earned his B.A.
in Economics from Fairfield University, and an M.A.
from New York University in International Economics.
He passed the Series 65 exam in 2006 and holds the CERTIFIED FINANCIAL PLANNER certificate since 2009.
Actieve functies van Mark William Opila
| Bedrijven | Functie | Begin |
|---|---|---|
Advisors Capital Management LLC
 Advisors Capital Management LLC Investment ManagersFinance Founded in 1998, Advisors Capital Management LLC (ACM) is a registered investment advisor based in Ridgewood, New Jersey. The firm is principally owned by ACM Holding Trust. ACM offers advisory services to their direct clients and clients of unaffiliated registered investment advisors and broker-dealers throughout the US. | Lid van de Investeringscommissie | 01-09-2006 |
Patrina Corp.
 Patrina Corp. Information Technology ServicesTechnology Services Patrina Corp. provides information technology services. Its solutions include data management and storage, robust, data outsourcing, third-party-compliant data storage and rapid online access solutions. The company was founded by Dan deRoulet, Tony Aruta, Maria Tossini and Frank-Charles Osafo in 1993 and is headquartered in New York, NY. | Algemeen Directeur | - |
Eerdere bekende functies van Mark William Opila
| Bedrijven | Functie | Einde |
|---|---|---|
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Corporate Officer/Principal | 01-01-2006 |
Dresdner Kleinwort Wasserstein
 Dresdner Kleinwort Wasserstein Investment Banks/BrokersFinance Dresdner Kleinwort Wasserstein provides investment banking services. It offers general financial advice together with execution capability for a range of corporate finance related transactions on a global basis. The primary focus is on mergers and acquisitions, disposals, equity issues and initial public offerings. The company is headquartered in Frankfurt am Main, Germany. | Corporate Officer/Principal | 01-01-2003 |
| Chase Securities, Inc. | Corporate Officer/Principal | 01-01-2001 |
Citicorp Investment Bank Ltd.
 Citicorp Investment Bank Ltd. Regional BanksFinance Part of Citigroup, Inc., Citicorp Investment Bank Ltd. is a British company. | Corporate Officer/Principal | 01-01-1988 |
Opleiding van Mark William Opila
| Fairfield University | Undergraduate Degree |
| New York University | Graduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 6 |
|---|---|
Advisors Capital Management LLC
Advisors Capital Management LLC Investment ManagersFinance Founded in 1998, Advisors Capital Management LLC (ACM) is a registered investment advisor based in Ridgewood, New Jersey. The firm is principally owned by ACM Holding Trust. ACM offers advisory services to their direct clients and clients of unaffiliated registered investment advisors and broker-dealers throughout the US. | Finance |
Dresdner Kleinwort Wasserstein
Dresdner Kleinwort Wasserstein Investment Banks/BrokersFinance Dresdner Kleinwort Wasserstein provides investment banking services. It offers general financial advice together with execution capability for a range of corporate finance related transactions on a global basis. The primary focus is on mergers and acquisitions, disposals, equity issues and initial public offerings. The company is headquartered in Frankfurt am Main, Germany. | Finance |
Barclays Capital, Inc.
Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Finance |
| Chase Securities, Inc. | Finance |
Citicorp Investment Bank Ltd.
Citicorp Investment Bank Ltd. Regional BanksFinance Part of Citigroup, Inc., Citicorp Investment Bank Ltd. is a British company. | Finance |
Patrina Corp.
Patrina Corp. Information Technology ServicesTechnology Services Patrina Corp. provides information technology services. Its solutions include data management and storage, robust, data outsourcing, third-party-compliant data storage and rapid online access solutions. The company was founded by Dan deRoulet, Tony Aruta, Maria Tossini and Frank-Charles Osafo in 1993 and is headquartered in New York, NY. | Technology Services |
