Mark manages wealth management services for clients living and working in the Middle East.

Mark has more than 16 years of experience in the financial services industry, with 10 years in a supervisory capacity. His range of knowledge spans from designing growth, income and capital preservation strategies for a wide variety of clients, to working with managed accounts, options and other alternative investments designed for sophisticated clients and complex portfolios.

Mark obtained a Bachelor of Arts in Philosophy from the University of Kansas. He has earned the FINRA Series 7, 8, 31, 63 and 65 securities licenses, as well as insurance licenses for life, health and annuity products.