Mark Jessup

Managing Director, Senior Financial Advisor, Portfolio Manager

Role
Senior Financial Advisor, Managing Director at Merrill Lynch
Location
Salt Lake City, UT, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Mark Jessup

Mark has been part of the financial services industry since 2004, and rejoined Merrill Lynch Wealth Management as a Financial Advisor in 2015 after several years of prior experience at Merrill as a Client Associate. He has dedicated himself to understanding clients\' individualized wealth management goals by proactive listening. He then provides an array of strategies to help clients achieve those multifaceted and meaningful goals. Prior to joining Merrill, Mark gained four years of experience at Goldman Sachs as a Controller in the fixed income space of the Finance Division, and as an Analyst in the equity department of the Operation Division. These roles allowed him to partner with traders in managing the firm\'s risk, and develop strategic relationships with asset managers, institutional clients, and hedge funds. This enhanced Mark\'s ability to provide premier client service to each valued relationship, and shaped his long-term oriented investment philosophy. Mark has a bachelor\'s degree in Finance with an emphasis in Investments from the University of Utah, and holds Series 7 and 66 FINRA registrations. Mark is an avid cyclist (road, gravel, and mountain) who competes in various races, as well as participates in in numerous century rides on behalf of charities. In addition to being a disciplined athlete, he also considers himself a connoisseur of fine food, and enjoys cooking with his wife, Adrienne, and three children.

Experience

  1. Senior Financial Advisor, Managing Director

    Merrill Lynch

    Mar 2015 — Present

Education

  • University of Utah

    Bachelor's Degree

    2004 — 2010

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