Since 2013, Mark A Vanderpol has been working in Vanderpol Investments located 903, 903. This expert is a qualified President and Certified Financial Plannerâ with over two years of work experience. According to Mark's resume and work profile, this person has worked at more than eight places with numerous backgrounds and got various skills. Mark attended school at the Grand Valley State University from 2012 to 2020. This expert has professional certification in Certified Financial Planner and Cfp Board. Mark A Vanderpol can be found in Ada, Michigan – where this expert currently lives. You can search for the person's phone number and email. We can also provide you detailed contact information upon request.
Name variants:
Marc Vanderpol,
Marcus Vanderpol,
Markus Vanderpol,
Marquis Vanderpol,
Mark Vanderpol
Last updated Jun 06, 2024
Contact Information
Last Update
Jul 11, 2022
Email
va**@gmail.com, ma**@vanderpolinvestments.com
Location
Ada, MI
Company
Workplace
President and Certified Financial Plannerâ
Grand Rapids, MI
Industry
Financial Services
Work History
President and Certified Financial Plannerâ
333 Bridge St northwest SUITE 100, Grand Rapids, MI 49504
As Investment Advisor Representative:
o Getting to know my clients
o Financial statement preparation and analysis
o Investment planning
o Income tax planning
o Retirement planning
o E...
from Nov 2013
Financial Representative
1701 1St Ave, Rock Island, IL 61201
Worked with clients on protecting their family through life insurance or making sure they know their retirement budget is safe and secure through annuities.
Oct 2012 — May 2013
Tri-Unity Christian School Foundation President
Generate new fundraising and sustain Tri-Unity Christian School as a leader in Christian Education.
from Jan 2013
Budget Counselor
9s200 Route 59, Naperville, IL 60540
budget counseling for members of the church and community.
from Feb 2012
Accounting Intern
Handled basic accounting entries such as payroll, expense, accounts payable and receivable
·
Evaluated delinquent accounts and prioritized collections accordingly
·
Reviewed original do...
Jan 2009 — Jan 2009
Logistics
201 Ionia Ave southwest, Grand Rapids, MI 49503
Audited our data storage and eliminated duplicate entries
·
Labeled and categorized over 13,000 Cisco fiber optics modules
·
Gained appreciation of the value for on-site laborers by vis...
May 2008 — Aug 2008
Financial Advisor Intern
4095 Chicago Dr southwest SUITE 120, Grandville, MI 49418
Maintained client relations over the telephone and in face-to-face meetings
·
Designed a spreadsheet for portfolio snapshots to provide simple workflow processes for future employees
·
...
Aug 2007 — May 2008
Education
2012 — 2020
2006 — 2009
2001 — 2005
Occupations
Executive
Chairperson
Financial Broker
Certified Financial Planner
Advisor
Representative
Chief Investment Officer
Director of Quality Control
Accountant
Finance and Accounting Specialist
Chief Executive
Puchasing and Estimating Manager
Financial Manager
Management Analysts
Compliance Manager
Accounting Bookkeeper
Bookkeeper
Skills
Finance
Financial Analysis
Budgets
Real Estate
Microsoft Excel
Business Planning
Strategic Planning
Microsoft Office
Customer Service
Retirement Planning
Strategic Financial Planning
Negotiation
Forecasting
Powerpoint
Construction Management
Outlook
Cash Flow Management
Acquisitions