After gaining lending and banking experience with HSBC, Union Equity Corporation and Homeland Mortgage, Mark worked at Charles Schwab providing investment services, support and guidance to high-net-worth clients. His in-depth knowledge of investor tools and research allowed him to identify wealth management needs and solutions, and also offer technical analysis and trading guidance, earning several customer service awards.
Mark serves as Portfolio Consultant for Sheaff Brock clients.
Mark spent eight years as a Unit Supply Specialist Reservist with the US Army during and immediately after college. His degree is in business with a concentration in finance from Indiana University, South Bend.
Current role