Mark Walker

Mark Walker has over 30 years of experience working with a variety of Institutional Clients including Public Entities, Corporations and Financial Institutions.  His work experience has spanned Local Banks, Primary Dealers, Regional Dealers and National Banks from which he has gained a vast knowledge and insight about the markets and the needs of his clients. Mark has been involved with helping clients develop portfolio strategies, updating their investment policies and learning about available products and services.  He has been a frequent speaker at conferences and has been involved in helping shape Oregon Investment Statutes for Public Entities. Mark holds the Series 7 General Securities Representative, Series 63 Uniform Securities Agent State Law and Series 53 Municipal Securities Principal licenses.  Mark is a graduate of the University of Oregon and holds a Bachelor of Arts degree in Economics and a Bachelor or Arts degree in Business Marketing. Mark resides in Tigard, Oregon, with his family.

 

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