Mark Sommerville II

Client Care Associate at SignatureFD

Mark Sommerville II possesses a strong background in finance and client service, with experience spanning several prominent financial firms. Currently serving as a Client Care Associate at SignatureFD since July 2023, Mark previously held roles including Investment Operations Specialist at Perigon Wealth Management from February 2022 to June 2023, and Client Services Associate at Lakeview Capital Partners from June 2021 to February 2022. Earlier experience includes a position as an Investment Analyst Intern at Lakeview Capital Partners and a Customer Service Intern at Treehouse Holdings. Mark received a Bachelor of Finance degree from Berry College, completed in 2021.

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SignatureFD

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SignatureFD, LLC is a dynamic financial design firm passionate about providing you the financial peace of mind necessary to allow you to live confidently, fully, and purposefully.


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