Mark Okragly
VP – Sr. Financial Consultant at Charles Schwab | Houston, Texas, United States
Engage
candidates 10x faster
Enjoy unlimited access and discover candidates outside of LinkedIn
Trusted by 1.4M users from 76% of Fortune 500 companies
The most accurate data ever
CCPA Compliant
GDPR Compliant
150M
Personal Emails
200M
Work Emails
100M
Direct Dials
250M
Professional Profiles
40M
Company Profiles
Find anyone, anywhere
with ContactOut
today
Making remote or global hires?
Connecting
with key decision-makers? We can help.
- 40 emails / month
- 3 phone numbers / month
- Works on standard LinkedIn only
-
Work emails, personal emails,
mobile numbers
No credit card required
Mark Okragly serves as a Vice President and Senior Financial Consultant at Charles Schwab, where he plays a pivotal role in guiding clients toward achieving their financial aspirations. With a robust background in investments, asset allocation, and retirement planning, Mark is dedicated to crafting personalized financial strategies that align with each client's unique goals and circumstances. His expertise extends to 401(k) rollovers, where he helps clients navigate the complexities of transitioning retirement accounts to optimize their investment potential.
In his current role, Mark is not only focused on providing actionable advice but also on fostering long-term relationships built on trust and transparency. He collaborates closely with clients to develop comprehensive financial plans that encompass a wide range of investment opportunities and risk management strategies. Mark’s approach is characterized by a commitment to clarity and relevance, ensuring that clients fully understand their options and the implications of their financial decisions.
Key projects that Mark has spearheaded include educational workshops aimed at demystifying investment strategies and retirement planning for individuals and families. By leveraging his extensive knowledge of market trends and financial instruments, he empowers clients to make informed decisions that can lead to a more secure financial future. Mark’s passion for financial education and his proactive approach to client engagement make him a valuable asset to the Schwab team and a trusted advisor to his clients.
VP – Sr. Financial Consultant at Charles Schwab in September 2002 to Present
Associate VP - Financial Consultant at Morgan Stanley in August 1995 to September 2002
See more
See less
Investments
401K Rollovers
Asset Allocation
Strategy
See more
See less
Discover more about Charles SchwabWhat is Mark Okragly email address?
Email Mark Okragly at [email protected]. This email is the most updated Mark Okragly's email found in 2026.
How to contact Mark Okragly?
To contact Mark Okragly send an email to [email protected]. (updated on January 04, 2025)
What company does Mark Okragly work for?
Mark Okragly works for Charles Schwab
What is Mark Okragly's role at Charles Schwab?
Mark Okragly is VP – Sr. Financial Consultant
What is Mark Okragly's Phone Number?
Mark Okragly's phone (214) ***-*199
What industry does Mark Okragly work in?
Mark Okragly works in the Financial Services industry.
Mark Okragly Email Addresses
Mark Okragly Phone Numbers
Get a free list of similar prospects, filtered by title, company, or industry.
Build your Prospect ListPeople like Mark Okragly
Lead Systems Engineer at Thomson Reuters
Data Analyst & Automation Engineer at Deloitte
Freelance Producer at Freelance Theatre Production, New Work Development, Marketing
Investment Consultant at Charles Schwab
Financial Consultant at Charles Schwab
Client Service Specialist at Charles Schwab
Software Development Manager at Charles Schwab
Sr. Manager - Cybersecurity Strategy Enablement at Charles Schwab
Senior QA Automation Engineer at Charles Schwab
Sr Team Manager at Charles Schwab
M365 Cloud FastTrack Engineer at Microsoft
Sr Software Engineer at Charles Schwab
Sr. Scrum Master/Project Manager at Wipro
Show more
Show less