Mark was co-owner of a residential construction firm where he was responsible for the financial functions of the firm. Prior to being a co-owner, he worked in the corporate finance group at a regional investment bank where he was responsible for public offerings, merger and acquisition transactions and financial advisory projects.
Mark earned his MBA from the William E. Simon Graduate School of Business Administration at the University of Rochester and his BA from the University of Rochester.
• Spending time: Hiking and Photography
Why did you join FocusCFO?
To help clients achieve their goals.
Mark is accredited as a Certified Exit Planning Advisor (CEPA) by the Exit Planning Institute.