Profil
Raymond Mark Wernig worked as a Partner, Co-CEO & Wealth Advisor at Dowling & Yahnke LLC from 2015 to 2023.
Prior to this, he obtained an undergraduate degree from the United States Naval Academy and a graduate degree from the University of Maryland.
He also earned an MBA from the Rady School of Management at UC San Diego.
Anciens postes connus de Mark Wernig
| Sociétés | Poste | Fin |
|---|---|---|
Dowling & Yahnke LLC
 Dowling & Yahnke LLC Investment ManagersFinance Dowling & Yahnke LLC is a SEC-registered investment advisor and wealth management firm headquartered in San Diego, California. The firm was founded by Mark Dowling and Dale Yahnke in 1991. They are a subsidiary of Dowling & Yahnke, Inc. Dowling & Yahnke provides wealth advisory services to high net-worth individuals, trusts and estates, corporate pension and profit-sharing plans, individual retirement plans, charitable organizations, foundations, endowments, and other entities. | Directeur Général | 31/03/2023 |
Formation de Mark Wernig
| Rady School of Management at UC San Diego | Masters Business Admin |
| United States Naval Academy | Undergraduate Degree |
| University of Maryland | Graduate Degree |
Expériences
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Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Dowling & Yahnke LLC
Dowling & Yahnke LLC Investment ManagersFinance Dowling & Yahnke LLC is a SEC-registered investment advisor and wealth management firm headquartered in San Diego, California. The firm was founded by Mark Dowling and Dale Yahnke in 1991. They are a subsidiary of Dowling & Yahnke, Inc. Dowling & Yahnke provides wealth advisory services to high net-worth individuals, trusts and estates, corporate pension and profit-sharing plans, individual retirement plans, charitable organizations, foundations, endowments, and other entities. | Finance |
