Asset Management Relationship Manager
Mark’s primary responsibilities are in the asset management division of our company. He assists with trade execution, rebalancing, and new client onboarding. He also acts as a resource for technological and operational efficiencies. Prior to his current role Mark worked for a global financial services firm for several years.
Mark attended Drake University where he earned a BS in Finance & International Business.
Outside of work he enjoys traveling to at least one new place every year and crossing new activities off his bucket list.