Mark Uthe

Background

About Mark Uthe

Finance has been my home for 13 years with a great deal of success that included four promotions in a span of three years at Scottrade Securities. This totaled five years in a leadership role of up to 70 people. After over half a decade of leading people, I wanted to change to gathering assets and then sales. Here I also excelled. In just the last 30 days in the role, gained over four million dollars of new business. My skills at helping empower people to achieve their goals were well exercised with a year as a certified life coach. Later when at Stifel Financial I traded tens of millions of dollars of stocks, ETFs, and mutual funds daily. One of my proudest achievements is passing eight different securities exams on the first attempt. First the Series 7, 63, 24, 4, and the Life & Health. These licenses expired while I was in sales. At Stifel, I passed the SIE, Series 7 top-off, and the 66. These three are currently active. I like to utilize my creative side and since February 2021 have been self-employed as an Independent Contractor Design Artist selling over $105k of mainly t-shirts on Amazon.com. Now I am wanting to take my experiences from my time in finance, sales, and coaching to bring a fresh and unique perspective to help people achieve in new ways.