Mark, our Client Services Associate specializing in US Pensions, brings a wealth of experience in finance to his role. He plays a crucial part in assisting US-connected global clients throughout the overseas wealth management process.
Mark's responsibilities are diverse and essential - executing trades, allocating funds according to approved recommendations and ensuring clients' financial strategies are implemented smoothly. His impeccable client servicing skills enhance the overall experience for those under his care, while his expertise streamlines 401(k) rollovers and IRA transfers.
Within the firm, Mark handles vital functions like trade execution, recommendation documentation, and client onboarding. His work shines when tackling unique client challenges, providing innovative solutions that boost his sense of purpose.
Outside of work, Mark enjoys weekends on the basketball court, and he's an active member of his local Christian church, where he contributes to community-building efforts.
Career
Mark brings a wealth of experience in global finance with prior stints at HSBC, JP Morgan and Wells Fargo prior to joining Cross Border Wealth as Client Services Associate.
2022 - 2023
Client Services Associate for US Pensions, Cross Border Wealth
