5 years ago
CAPTRUST and MFP Strategies Merge
CAPTRUST announced that it has completed a merger with MFP...
Wealth Client Services
Mark joined CAPTRUST in 2015 and serves as a manager, client Services, strategic wealth, responsible for managing the client services process for the inforce block of insurance clients which includes quarterly and annual reporting, annual reviews, and daily service requests. Prior to joining the firm, Mark served as client services team leader at Pershing LLC, and has worked in the industry since 2009.