Mark is the Regional President for the Pacific North Region (Alaska, Washington, Oregon, Northern CA and Nevada). In this role, he provides leadership for nearly 1470 financial professionals.
Mark has worked in the financial services industry for 30 years. Prior to his current role, he was the Senior Director of Brokerage for the California and Nevada Regions where he led both the Affluent and HNW Strategy for 750 Advisors. He was the Regional Managing Director from 2003-2007 for the Private Bank Offices in Sacramento, Santa Rosa and Napa Valley where he led wealth teams to serve the HNW segment. He began his career as a Financial Advisor in San Jose, CA.
Mark is a graduate of San Jose State University with a degree in Finance. He is very active in the community and has served as an elected official for the Santa Clara County Board of Education where he was named President of the Board twice. Mark also dedicated 10 years as an OEC tech for the National Ski Patrol at Boreal in Lake Tahoe. Currently, Mark sits as a member for the Black African American Advisory Council for WFA and has launched his own non-profit – Another Day.
Mark and his wife, Catherine have three children.