Mark Dixon

Client Relationship Specialist at Conrad Siegel

Mark Dixon is an experienced professional in client relationship management and finance, currently serving as a Client Relationship Specialist at Conrad Siegel since May 2017. Prior to this role, Mark held various positions including Accounting Manager at Best Friends Animal Society, Investment Operations Administrator at Sageworth Trust Company, and Paraplanner at Personal Wealth Advisory, LLC. Mark's career began as a Sales & Marketing Coordinator at Valley Forge Asset Management and included a role as a Trust Operations Clerk at Susquehanna Trust & Investment Company. Mark served as a Fiscal Budget Technician in the United States Marine Corps from 1997 to 2001. Mark holds a Bachelor of Science in Business Administration from Albright College, obtained between 2002 and 2004.

Location

Lancaster, United States

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Conrad Siegel

Conrad Siegel is an employee benefit and investment advisory firm headquartered in Central PA that provides customized retirement, healthcare benefit and investment planning solutions for businesses and individuals. The firm offers unbiased, fee-based services backed by careful attention to detail. Its investment advisors are independent of any external financial institution and do not receive commissions, allowing them to make objective recommendations in their clients’ best interests and beyond the influence of competing financial incentives. Conrad Siegel partners with its clients to serve as a comprehensive source for all employee benefit and investment advisory needs. All investment advisory services and fiduciary services are provided through Conrad Siegel Investment Advisors, Inc. (“CSIA”), a fee-for-service investment adviser registered with the U.S. Securities and Exchange Commission which operates in a fiduciary capacity for its clients. Investing in securities involves the potential for gains and the risk of loss and past performance may not be indicative of future results. Any testimonials do not refer, directly or indirectly, to CSIA or its investment advice, analysis or other advisory services.


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51-200

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