As a seasoned financial professional with more than 20 years of experience, Mark brings expertise in investment advisor representative practices, investment banking, and corporate finance for firms ranging from start-up to Fortune 100 Financial Services companies.
Mark partners with Navigate Wealth Planning Group on developing financial metrics and reporting to measure performance, create efficiencies and drive growth. Mark is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can simplify operations and streamline LPL advisors’ practices.