Mark Pedersen

Observer
DISC Type : ic

Capital Markets at Webb Creek Management Group, LLC

Matthews, North Carolina, United States

Overview

Mark is a capital markets professional with deep expertise in alternative investments, private equity, and real estate. A graduate of North Carolina State University, he has owned his own boutique investment firm and held senior roles at several broker-dealers. Colleagues describe him as intelligent, transparent, and professional.

His connection to his alma mater, North Carolina State University, is a notable interest. He also follows Novogradac & Company, a firm specializing in real estate and community development tax incentives, which aligns with his professional background.

He once owned a boutique firm specializing in complex tax avoidance strategies and 1031 exchanges for a diverse clientele.

Personality Overview

Example Seeker

Value Driven

Curious

They are likely to ask many questions and look heavily for supporting information.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They are generally strong communicators and are not easy to convince.

Topics They Care About

Alternative Investments
His career has centered on alternative investments, including real estate, private equity, and energy, across multiple firms he has worked at or owned.
Tax Avoidance Strategies
Previously owned a boutique firm specializing in 1031 exchanges and tax avoidance strategies for individuals, trusts, and family offices.
Capital Raising
Has direct experience with Regulation D capital raises and currently works in Capital Markets, focusing on securing investment.

Media Appearances

Mark has no verified media appearances

Work History

1-2017
Capital Markets at Webb Creek Management Group, LLC
5-2011 - 1-2017
National Accounts Manager at Sandlapper Securities, LLC (Member FINRA, SIPC)
7-2011
Vice President, Operations at Harrison Douglas, Inc
7-1990 - 1-2004
Owner at Summit Financial Ltd
1-1985 - 7-1990
Vice President at Optima Capital Ltd

Education

1969 - 1973
BS from North Carolina State University

More Information

Social Presence :

Prographics :

Exp : 33 Location : Matthews, North Carolina, United States Job Level : N/A Designation : Capital Markets at Webb Creek Management Group, LLC
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Insights For Selling To Mark

During A Call Or A Meeting

DO's

  • Share testimonials from known people and give multiple examples of product value
  • Persuade objectively how your product will help them achieve their goals
  • Help them understand the risk aspect fully while inspiring confidence

DONT's

  • Don’t brush off any concerns, take all questions seriously
  • Don’t be too objective but make sure to pad your storytelling with data points
  • Avoid making offhand commitments

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mark is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Mark

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Mark move?

  • They like to analyze well and then make their decisions.
  • Can Mark take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Mark

Personality Compatibility


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