Mark joined Raymond James in 2020 as the relationship manager for the West region of the Raymond James RIA & Custody Services Division. Prior to joining the firm, he spent over five years at TD Ameritrade, working in a variety of multifaceted roles during that time. These included serving as a senior institutional sales specialist; as sales relationship manager across the Midwest; and, most recently, as vice president of technology consulting in institutional sales, a position that allowed him to work with advisors throughout the Southeast.
In addition to his hands-on professional experience, Mark holds his Series 7 and 63 licenses. He earned these designations while working as a high net worth service associate at Fidelity Investments in 2013 and 2014 – a role in which he assisted retail clients with their trading and operational needs. Mark also holds a bachelor’s degree in finance from Texas Tech University in Lubbock.
A Dallas resident, Mark makes his home with his wife, Danielle, and their beloved Cavalier King Charles spaniel, Hazel. He’s an avid sports fan and loves cheering on the Texas Rangers, Dallas Mavericks, Denver Broncos and Texas Tech basketball. Aside from spending his days off with friends and family, Mark enjoys exploring new restaurants, traveling to different places, and running and reading.