St. Pete Catalyst

Journalist

Mark Parker

Genoa Wealth, LLC

Stewardship of the next generation in enterprising families of wealth. 
   • Assisting in structuring corporate governance to provide guidance for the enterprising family. 
   • Education on the meaning and purpose of money and its impacts on the family and business. 
   • Opening lines of communication between the generations. 
   • Fostering a purposeful engagement among all family members.

Family Business Consultant 

Raymond James

Distribution Associate

ID Plans

Prospected new business and maintained current client base selling commercial real estate software to landlords, owners, and brokers.
• Generated revenue by reaching out to new and prospective customers via email campaigns and cold calling.
• Managed a portfolio of assets for key clients and educated staff on how to navigate the software.

Account Executive

CBRE

Tenant Representative Broker – Office Leasing
Developed business and negotiated the selling, leasing, and marketing of commercial real estate properties for clients. Secured new and expanded business opportunities through prospecting, networking, relationship building, and selling additional CBRE services to current client base.
• Represented businesses, tenants, by engaging executive leadership to secure the best deal for their company through market analysis, lease execution, and construction of the property.
• Accompanied prospective clients to property sites to discuss property features, leasing rates, and terms.
• Engaged in local business community and charitable events, as well as industry and professional associations for the purpose of creating new contacts and generating new business.

Associate

ProVise Management Group, LLC.

Recruited as a financial planner and business developer to grow client base for a second location in Tampa. Built and maintained client relationships while acting as a team player to support her twelve colleagues.
• Strategized and executed financial plans, analyzed portfolios, and coached clients to meet their goals.
• Community involvement through local leadership and sports organizations.

Financial Planner

Lowd Health

Connecting with Medical Professionals to supply Rapid Antibody test kits for Covid 19

Global Business Development

Resource Management LLC

• Manages over 50 client relationships by serving their financial needs through investment analysis and financial plans for an award-winning RIA firm
• Analyzes economic overview, market trends, and portfolio performance
• Specializes in family business counseling in transferring wealth and business succession from one generation to another
• Radio broadcasts the market report on the local NPR radio station

Associate Financial Planner

The Financial Advisory Group, Inc.

•	Manages over 20 client relationships by actively participating in client meetings and produces 
        Long Range Wealth Management plans, balance sheets, cash flow analyses, college funding 
        analyses, estate planning flowcharts, etc.
•	Collaborates on the business development committee to create a vision for the firm and strategize 
        plans to target new clients
•	Operates daily with the following financial planning software and CRM: eMoney, Money Guide Pro, 
        ProTracker & RedTail
•	Coordinates the externship program with Texas A&M University Financial Planning program

Charles Schwab

• Selected from over three hundred applicants nationwide to be one of twenty-one participants in the Schwab Advisor Services RIA Intern Program focused on training and developing talent for entry into the RIA industry  
• Developed comprehensive understanding of custodial services, operations and trading functions in support of RIA clients
• Utilized current portfolio management and financial planning technologies to develop model portfolios and financial plans
• Worked with client RIA firms to understand firm’s unique service offering, client experience and back office operations
• Formulated marketing plans for advisors to target new clients and researches how to drive awareness of the RIA industry

Registered Investment Advisor Intern, Schwab Advisor Services

Financial Management

• Reviewed examinations for an introduction to finance course and guided 30+ students on material in study sessions
• Aided the professor during classroom instructions, proctored and graded examinations, and tutored students

taplio

The Battle

Mark Parker

Beatrice Waesche

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