Client-focused Advisor in the wealth management services industry. Serving the ultra-affluent and high net worth through holistic financial planning and investment management to create wealth accumulation, preservation and transfer strategies. Specialties: Asset allocation, investment management, financial planning, retirement planning, multi-generational wealth transfer, insurance, private banking

Vice President, Wealth Advisory @ From 2015 to Present (less than a year) Associate Wealth Advisor @ From 2014 to 2015 (1 year) Account Executive @ From 2012 to 2013 (1 year) Relationship Manager @ From 2010 to 2012 (2 years)

Bachelor of Arts, Economics @ Miami University From 2002 to 2006 Stern Advantage Program Summer 2005, Business @ New York University - Leonard N. Stern School of Business From 2005 to 2005 Mark II is skilled in: Wealth Management, Investments, Investment Management, Asset Allocation, Wealth Management Services, Strategic Financial Planning, Equities, Life Insurance, Investment Advisory, Strategic Planning, Private Banking, Banking, Asset Management, Alternative Investments, Business Development