Mark serves as the Director of Investment Operations, working directly with advisors and clients to ensure investment plans and processes are fulfilled. Prior to hopping onboard with Genex Consulting, Mark gained valuable financial experience working for one of the largest brokerage firms in the industry, TD Ameritrade. During his time there as a Financial Services Representative, Mark was known for his excellent customer service and dedication to providing top tier support in a fast-paced environment. He prides himself on being a team player in the office and the idea that clients come first, last, and always.
Mark was born in Teutopolis, Illinois, and currently resides in St. Louis, MO. He’s competitive in nature, and from a young age has had a continued passion for sports. Any chance he gets, he spends his time outdoors, hanging out with family and friends, and spending time with his fiancé, Shelby.
Bachelor of Science – Management and Marketing, Quincy University
Master of Business Administration, Quincy University
Series 7 Securities Registration held with Private Client Services. Series 63 Securities Registration held with Private Client Services and Genex Consulting.