As Operations Associate at Capital Wealth Advisors, Mark interacts with the various core operation processing teams while actively supporting the development of new and existing business. His responsibilities include identifying and mitigating operational risks, developing strong client relationships and partnering with technology to realize the full potential of IT and e-solutions.
Prior to joining Capital Wealth Advisors in 2023, Mark managed an independent real estate brokerage firm based in San Diego, CA and Charlotte, NC from 2004-2022. Previously, Mark was a Financial Representative and Assistant Branch Manager at Charles Schwab from 1998-2002. Prior to Charles Schwab, Mark’s career included positions at Fidelity Investments and John Hancock.
Mark resides in Naples, FL with his wife of 30 years. In his spare time, he enjoys fishing, tennis, and gardening.
- BA, Williams College
- • Graduated cum laude
- JD / MBA with a specialty in Trusts, Estate Planning & Tax Law, Arizona State University
Designations & Licenses
- Series 65