Mark
VP, Regional Director | iCapital
- Role
- Vice President, Regional Director at iCapital
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Mark
Through the iCapital platform, I help financial advisors access alternative investments—including Private Equity, Private Credit, Real Assets, and Hedge Funds.My role focuses on private fund distribution and advisor education across Pennsylvania, Western New York, and West Virginia.Always glad to be a resource—feel free to reach out: m•••••••@icapital.com
Experience
Vice President, Regional Director
Jul 2024 — Present
External Wholesaler Coverage: RIAs and Independent FirmsTerritory: PA, Western NY, WVProduct: Private Equity, Private Credit, Real Assets, Hedge Funds Structure: Drawdown or EvergreenQualification: QP, QC, AI
Education
Fox School of Business at Temple University
Bachelor of Business Administration
Villanova University
Master of Business Administration - MBA
Skills
- Microsoft Word
- Team Leadership
- Relationship Management
- Customer Service
- Sma
- Client Relations
- Account Management
- Sales Presentations
- Time Management
- Banking
- Mutual Funds
- Financial Services
- Crm
- Polish
- Tableau
- Data Analysis
- Pivot Tables
- Microsoft Office
- Sales
- Windows
- Powerpoint
- Etfs
- Microsoft Excel
- Public Speaking
- Business Development
- Communication
- Outlook
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