Parallel Advisors, LLC
Mark Baker is a seasoned finance professional with extensive experience in sales and business development roles across various firms. Currently, Mark serves as Principal at Parallel Advisors, LLC, a position held since August 2021. Prior to this, Mark held the position of Managing Director at Wasmer Schroeder from August 2019 to August 2021, and Vice President of Strategic Accounts at SNW, an Oppenheimer Funds Company, from June 2017 to May 2019. Additionally, Mark was the Executive Vice President of Sales, Business Development, and Client Services at SNW Asset Management for nearly a decade. Earlier career highlights include roles as Executive Director of Business Development and Enterprise Sales at htc and Sales Director at Openwave Systems. Mark began a career in sales as a Territory Sales Manager at LexisNexis. Mark holds a Bachelor of Arts degree in Finance and Economics from Western Washington University.
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Parallel Advisors, LLC
Parallel Advisors is a registered, independent wealth management firm. We specialize in active financial planning, solid portfolio construction, and mindful asset allocation designed to help individuals, families and trusts accomplish their financial goals. With offices in San Francisco, Dallas, Dayton, Durango, Honolulu, Oklahoma City, and Scottsdale, Parallel provides innovative, unrestricted and comprehensive solutions for our clients. Independent Mindset: As a registered investment advisor, Parallel has a fiduciary responsibility to work in our clients’ best interests. Unlike broker-dealers, Parallel has the freedom to choose investments and resources that best meet our clients’ objectives. Inclusive Implementation: Parallel's advisors work as a team and leverage our diverse expertise to offer well-balanced thinking and individualized service. We act as the key coordinator and point of contact with our clients’ accountants, estate planning lawyers, institutional money managers and other professionals to help ensure all of our clients’ finances are aligned with their goals. Innovative Approach: We flip the broker-dealer model on its head. Instead of relying solely on in-house resources and investments, we take a flexible, forward-thinking approach to serving our clients’ wealth management needs. From portfolio construction to due diligence, we select the industry partners we believe will enable us to make the right strategic decisions. This third-party network reinforces our commitment to independence and transparency. Our Key Capabilities: • Financial planning • Investment management • Investment manager due diligence • Retirement planning analysis • Philanthropic planning and evaluation • Institutional style bond and cash management • Portfolio analysis and comparison of investments and/or managers • Tax planning and preparation • Risk, insurance and annuity analysis • Research services • Intergenerational wealth transfer strategies