With work experience over 21 years, Mark is currently working at Osterweis Capital Management that is located in 1096 as a Regional Investment Consultant. Mark received his education from 1987 to 1991 at the University of Massachusetts Amherst. Mark can be found in Marshfield, Massachusetts. To contact Mark, you can look for their phone or email or get additional info by requesting access to this professional's additional details on SoftwareOfficial.
Name variants:
Marc Schug,
Marcus Schug,
Markus Schug,
Marquis Schug,
Mark Schug
Last updated Jun 06, 2024
Contact Information
Last Update
Jun 30, 2022
Email
sc**@gmail.com
Location
Marshfield, MA
Company
Workplace
Colleagues
Work History
Regional Investment Consultant
1 Maritime Plz, San Francisco, CA 94111
Northeast Regional Director at Osterweis Capital Management
from Oct 2018
Vice President, Ria Regional Director at Franklin Templeton Investments
For over six decades, individuals and institutions around the world have viewed Franklin Templeton Investments as a trusted partner in asset management. We leverage the expertise of multiple...
from Jun 2014
Managing Regional Director, Vp, Independent Advisor Group Ny and Nj
Boston, MA
Successfully managed new territory, NY/NJ, in new sales channel for Natixis that combined RIAs up to $500M in AUM and Independent B/D advisors at LPL, Raymond James, and Commonwealth among o...
Jan 2013 — Aug 2013
Vice President , Ny Ria Sales Director
Boston, MA
Managed New York territory within Institutional Sales Group, covering RIA and Family Office channel. Leveraged multi-boutique structure to cross sell among affiliates and grow market share f...
Jan 2010 — Dec 2012
Regional Director, Wealth Solutions
Boston, MA
Drove sales growth in DCIO/Subadvised channel by partnering with key retirement and annuity platforms. RIA and Family Office responsibilities added in October 2008, working as part of a two ...
Jun 2007 — Dec 2011
Education
1987 — 1991
1983 — 1987
Occupations
Counselor
Executive
Region Manager
Vice President
Partner
Advisor
Area Manager
Managers
Chief Executive
Skills
Asset Management
Mutual Funds
Investments
Equities
Retirement
Alternative Investments
Series 63
Series 7
Etfs
Fixed Income
Financial Advisory
Asset Allocation
Portfolio Management
Investment Strategies
Fixed Annuities
FAQs about Mark Schug
What is the main profession of Mark Schug?
The expert is a Regional Investment Consultant.
What are the main profession of This professional?
These person's professions are Counselor
Where does Mark Schug live?
The expert lives in Marshfield, Massachusetts.
Does the expert have the email address?
sc**@gmail.com is Mark Schug's email address.
How many companies did Mark Schug work at?
Mark Schug worked at six jobs.
What education does Mark Schug have?
Mark studied at the University of Massachusetts Amherst from 1987 to 1991.
Are there any professional industries Mark Schug works in?
Mark works in Investment Management industry.
Are there any professional skills Mark Schug has?
This person has such skills as Asset Management, Mutual Funds, Investments, Equities, Retirement, Alternative Investments, Series 63, Series 7, Etfs, Fixed Income, and Financial Advisory.