Mark Wheelock
Office Manager at Nick Baker Law | Indianapolis, Indiana, United States
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Mark Wheelock serves as the Office Manager at Nick Baker Law, where he plays a pivotal role in ensuring the smooth operation of the firm. With a strong background in financial wellness, Mark brings a unique perspective to his position, having first joined Principal in 2005 within the Wellness Division. His experience in managing his own investment portfolio has equipped him with invaluable insights into financial management, which he now applies to the legal field. At Nick Baker Law, Mark is responsible for overseeing QuickBooks, handling payroll, and managing tax liabilities, ensuring that the firm’s financial health remains robust.
In addition to his financial acumen, Mark excels in client relations. He is adept at screening, investigating, and onboarding new clients, ensuring that each individual receives personalized attention from the outset. His organizational skills shine through in his management of case files, where he meticulously maintains documentation to support the legal team. Mark's commitment to effective communication is evident as he liaises with clients, insurers, and attorneys, fostering strong relationships that enhance the firm’s reputation for exceptional customer service.
Mark's expertise extends beyond administrative tasks; he is also a skilled public speaker and event planner, often leading workshops and seminars that educate clients on financial wellness and legal processes. His strategic planning abilities and team leadership skills contribute to the firm’s overall success, making him an invaluable asset to Nick Baker Law. With a passion for helping others, Mark is dedicated to empowering clients through knowledge and support, ensuring they navigate their legal journeys with confidence.
Office Manager at Nick Baker Law in July 2016 to Present
Financial Representative at Principal Financial Group at Principal Financial Group in July 2023 to Present
Financial Advisor at Principal Financial Group in April 2024 to Present
Provider Relations Representative at Hooper Holmes, Inc. in April 2015 to April 2016
Provider Relations Representative at Accountable Health Solutions in January 2013 to January 2015
Senior Wellness Advocate/Event Manager at Accountable Health Solutions in January 2011 to January 2013
Scheduling & Event Coordinator at Principal Wellness Company in January 2007 to January 2011
Health Screening Specialist at Principal Wellness Company in January 2005 to January 2007
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Public Speaking
Customer Service
Social Media
Strategic Planning
Event Planning
Social Media Marketing
Team Building
Coaching
Project Planning
Leadership
Account Management
Training
Team Leadership
Wellness
Financial Coaching
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What is Mark Wheelock email address?
Email Mark Wheelock at [email protected] and [email protected]. This email is the most updated Mark Wheelock email found in 2026.
What is Mark Wheelock phone number?
Mark Wheelock phone number is +19703797725 and +13179874006.
How to contact Mark Wheelock?
To contact Mark Wheelock send an email to [email protected] or [email protected]. If you want to call Mark Wheelock try calling on +19703797725 and +13179874006. (updated on September 13, 2024)
What is Mark Wheelock net worth?
Mark Wheelock has an estimated net worth of -$2,499 to $2,499
What company does Mark Wheelock work for?
Mark Wheelock works for Nick Baker Law
What is Mark Wheelock's role at Nick Baker Law?
Mark Wheelock is Office Manager
What industry does Mark Wheelock work in?
Mark Wheelock works in the Financial Services industry.
Mark Wheelock Email Addresses
Mark Wheelock Phone Numbers
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