Donald Marks, MS, CLTC, LACP in

Donald Marks, MS, CLTC, LACP

Examiner · DISC type sc
Co-Founder & Principal at Ingram & Marks Financial Resources
📍 Tampa, Florida, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
26 Years
Current Role
Co-Founder & Principal
Job Level
Leadership
Location
Tampa, Florida, United States
Personality Overview

How Donald shows up

Late Adopter
Unexpressive
Status Quo Seeker

They do not like taking risks at all and go for proven options in the end. They are heavily focused on quality and prefer doing things the right way, even if it takes time. They are always well-planned and adopt a systematic approach.

Priorities

Topics Donald cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

2016
Co-Founder & Principal
Ingram & Marks Financial Resources
2-2013
Financial Services Professional
NYLIFE Securities LLC
5-2012
Agent
New York Life Insurance Company
2005 - 2011
VP of Corporate Development
Visionary HealthWare
1999 - 2005
Director of Operations
Health Integrated, Inc.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
BS
University of Illinois at Urbana-Champaign
MS
South Dakota State University
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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