Bob Mark Email & Phone Number
@wherelifemeetswealth.com
2 phones found area 816 and 860
LinkedIn matched
Who is Bob Mark? Overview
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Bob Mark is listed as Financial Advisor at Cadeau, a with 14 employees, based in St Louis, Missouri, United States. AeroLeads shows a work email signal at wherelifemeetswealth.com, phone signal with area code 816, 860, and a matched LinkedIn profile for Bob Mark.
Bob Mark previously worked as EVP at Lockton Financial Advisors/ Lockton Investment Advisors and Executive Vice President at Lockton Companies. Bob Mark holds Bsba, Economics And Finance from Valparaiso University.
Email format at Cadeau
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AeroLeads found 1 current-domain work email signal for Bob Mark. Compare company email patterns before reaching out.
About Bob Mark
Bob Mark is a Financial Advisor at Cadeau. He possess expertise in insurance, risk management, property and casualty insurance, underwriting, commercial insurance and 25 more skills. Colleagues describe him as "What impressed me about Bob is he took the time to really understand our business. When he initially reviewed our policies, he was able to recommend changes to eliminate unnecessary coverage as well as identify significant risk exposures. He reviewed our policies continually and recommended adjustments to meet our current needs and never pushed coverages we didn't need. Excellent service and value."
Listed skills include Insurance, Risk Management, Property And Casualty Insurance, Underwriting, and 26 others.
Bob Mark's current company
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Bob Mark work experience
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Financial Advisor
Financial Advisor
For the past 25 years I dedicated my career to helping corporate clients protect their balance sheets and income statements. Many challenging situations were addressed, and we successfully developed professional relationships with hundreds of clients who became trusted friends. I loved the challenge of helpings clients prosper by utilizing strategic risk transfer tactics.When I retired from Lockton Companies, I knew there would be many things I would miss. Obviously working with an exceptional team of dedicated associates and frequent contact with trusted clients would leave a void. However, I am finding my new business career equally rewarding. Today I have the opportunity to help individual friends prosper financially as we provide counsel to help protect their assets. Frequently I am sharing specific principals I learned as we personally planned for life after Lockton. Today I am associated with Cadeau as a registered investment advisor through Madison Avenue Securities, LLC. We are helping friends who are serious about their financial future. I enjoy focusing on the unique needs of retirees, transitioning boomers, and planful clients of all ages and stages. While Cadeau utilizes time-tested strategies, we are creatively applying tools to help our clients plan utilization of their accumulated assets for their retirement years. I approach every client relationship considering what is best for them--fiduciary is not just a word or responsibility--it's who we are. Your are the best evaluator of our value.
Executive Vice President
President
Starting as CFO I was fortunate to move to COO and finally President. Missouri Encom was acquired in 1991.
Vice President Of Sales
Superior was a privately held heating, airconditioning and refrigeration distribution that was acquired by WATSCO.
Cfo
Niehaus is a privately held commercial construction contractor in St. Louis, Missouri that has experineced continued growth and recognition within the AGC and AIA.
Bob Mark education
Bsba, Economics And Finance
Education record
Frequently asked questions about Bob Mark
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What company does Bob Mark work for?
Bob Mark works for Cadeau.
What is Bob Mark's role at Cadeau?
Bob Mark is listed as Financial Advisor at Cadeau.
What is Bob Mark's email address?
AeroLeads has found 1 work email signal at @wherelifemeetswealth.com for Bob Mark at Cadeau.
What is Bob Mark's phone number?
AeroLeads has found 2 phone signal(s) with area code 816, 860 for Bob Mark at Cadeau.
Where is Bob Mark based?
Bob Mark is based in St Louis, Missouri, United States while working with Cadeau.
What companies has Bob Mark worked for?
Bob Mark has worked for Cadeau, Lockton Financial Advisors/ Lockton Investment Advisors, Lockton Companies, Missouri Encom, Inc., and Superior Supply Company.
How can I contact Bob Mark?
You can use AeroLeads to view verified contact signals for Bob Mark at Cadeau, including work email, phone, and LinkedIn data when available.
What schools did Bob Mark attend?
Bob Mark holds Bsba, Economics And Finance from Valparaiso University.
What skills is Bob Mark known for?
Bob Mark is listed with skills including Insurance, Risk Management, Property And Casualty Insurance, Underwriting, Commercial Insurance, Employee Benefits, Professional Liability, and Strategy.
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