Mark is the President of Managed Wealth Strategies, LLC, an insurance and financial services firm in Massachusetts. He specializes in wealth building, protection planning, and key executive benefits for business owners and executives, utilizing a strategic financial engineering process.
An active alumnus of the College of the Holy Cross, Mark has previously served as the President of the Holy Cross Club of Worcester. This demonstrates a strong and continued commitment to his alma mater and the local community.
His firm operates under the motto: "Building Wealth and Confidence, One Generation at a Time. "
Read the full overview →They focus on objectivity in a pitch and pay little attention to bells and whistles. They can be nudged to make faster decisions by offering what they value. They care equally about the product and its potential impact.
Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.
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