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Mark ChandoManager, Client Services, Strategic Wealth


  • ,
  • 610.865.2600

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/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.

EDUCATION

  • Bachelor of Science degree in Finance from the Pennsylvania State University
  • Masters of Business Administration degree with a concentration in management from the Pennsylvania State University

INDUSTRY DESIGNATIONS

  • Master of Business Administration (MBA) Series 7 Series 63

 

 

Personal Profile

Hometown:
Easton, PA
Favorite Book or Movie:
Michael Jordan: The Life | Hoosiers
Ideal Dinner Guest:
Leonardo da Vinci, Benjamin Franklin, and Vice Lombardi
Words to Live By:
Dream as if you'll live forever. Live as if you'll die today.
Qualities I Admire in People:
Loyalty, determination, and compassion