Mark is a senior level sales executive with over 30 years’ experience in the financial services industry. He has extensive experience working with RIA's, brokers, and various financial institutions. Prior to his current role, Mark served as the VP of National Sales at Shareholders Service Group where he directed all sales efforts to financial advisors. He has also held several other positions throughout his career including Head of Sales for the Advisor Services Division of Fiserv Investment Support Services, Director of Sales at Alternative Investment Partners, and Senior VP of National Sales for TD Waterhouse Institutional Services. Mark holds a Bachelor’s degree in Finance and a minor in Economics from Western New England College.

Kari has been in the financial services industry since 2007, exclusively serving Independent Registered Investment Advisors, Broker Dealers and breakaway advisors while at E*Trade Advisors. Having served as a relationship manager early in her career, Kari understands the unique needs and challenges advisors have. Her personal and consultative approach creates a tailored solution that leverages technology to make firms more efficient and scalable. Kari holds a bachelor’s degree in Business Management from Colorado State University – Global Campus. She and her family reside in Denver metro area.

Jason has over 20 years of industry experience and has spent much of that time consulting to advisors and RIA firms in the areas of investment management, fee-based advisory, and practice management. He has spent time with LPL and more recently with a start-up firm in the software & custody solutions space. Jason is adept at forging solid partnerships with advisors and helping them create efficient technology solutions. Jason has a Bachelor’s degree from Bowling Green State University and resides in Ohio with his wife and teenage son.

Cory has been working in the financial services industry for over 15 years. During that time, he has been a resource for both RIAs and BDs, leveraging experience, relationships, and services to find better solutions in their businesses. At Equity, Cory directly supports advisors by introducing them to our unique mix of dedicated service, robust back-office technology, and support for alternative assets. Prior to joining the team at Equity, Cory served advisors in a similar capacity at Trust Company of America (custodian now known as Axos), CircleBlack (portfolio management solution) and Hubly (a workflow and process solution). Cory holds a bachelor’s degree in finance from Colorado State University.