Howard Mak

Howard Mak is an experienced financial professional with a strong background in wealth management and relationship consulting. From October 2022 to July 2023, Howard served as Director of Wealth Management and Relationship Consultant at Charles Schwab, previously holding roles at Fidelity Investments from March 2013 to October 2022, including Financial Consultant, Investment Consultant, and Retirement Solutions Representative. Howard began a career as a Business Analyst at K Alliance in 2010, focusing on revenue enhancement and process optimization. Prior experience includes serving as an Aviation Maintenance Technician in the U.S. Coast Guard from September 2004 to May 2009, where contributions included cost reduction and operational readiness. Howard holds a Bachelor of Arts in International Business from the University of South Florida.