Mark Borak
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Mark Borak Email & Phone Number

CERTIFIED FINANCIAL PLANNER® at Baystate Financial
Location: Bedford, New Hampshire, United States 11 work roles 2 schools
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Current company
Baystate Financial
Role
CERTIFIED FINANCIAL PLANNER®
Location
Bedford, New Hampshire, United States
Company size
480 employees

Who is Mark Borak? Overview

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Quick answer

Mark Borak is listed as CERTIFIED FINANCIAL PLANNER® at Baystate Financial, a company with 480 employees, based in Bedford, New Hampshire, United States. AeroLeads shows a matched LinkedIn profile for Mark Borak.

Mark Borak previously worked as Financial Planner & Wealth Management Advisor at Baystate Financial and Independent Financial Advisor at Bahr Casey Financial Services. Mark Borak holds Finance Major, Economics Minor, Gpa: Summa Cum Laude, Alumnus from University Of New Hampshire.

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Baystate Financial

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Profile bio

About Mark Borak

My goal is to assist families and business owners building their financial freedom. I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:• Advisory services Retirement analysis and programs• Estate strategies• Employee benefit and retention services • Business continuation strategiesI am licensed to sell insurance in MA, NH, RI. I am licensed to sell securities in MA, NH, RI. I am a registered representative of and offer securities and advisory services through of MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory address: One Marina Park Drive, 16th Floor, Boston, MA 02210 617-585-4500

Listed skills include Leadership, Microsoft Office, Resourceful, Entrepreneurship, and 1 others.

Current workplace

Mark Borak's current company

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Baystate Financial
Baystate Financial
CERTIFIED FINANCIAL PLANNER®
massachusetts, united states
Website
baystatefinancial.com
Employees
480
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11 roles

Mark Borak work experience

A career timeline built from the work history available for this profile.

Financial Planner & Wealth Management Advisor

Baystate Financial

Greater Boston

I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: advisory services, retirement planning, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.

Financial Advisor Intern

Bahr Casey Financial Services

Stratham, New Hampshire, United States

  • Conducted securities screening using Morningstar and ValueLine to ensure sound investment strategies for clients including individual securities, mutual funds, annuities, and insurance
  • Attended client meetings and developed an understanding of the wealth advisory business; created and compiled presentation materials and client reports in preparation for meetings
  • Developed a security screener on excel with financial advisor to improve the security screening process of the firm to deliver better products to client portfolios
Jun 2020 - May 2022

Research Analyst Intern

Technology Business Research
  • Assisted research analysts in creating syndicated reports about the products and services relating to the Professional Services sub sector. Major companies covered include Accenture, IBM Services, and Dell Technology.
  • Used Microsoft PowerPoint to write content on the Initial-Response reports and full reports published by TBR
Mar 2020 - May 2020

Commerical Garage Sales & Service

Entry Point Door & Dock Inc

Pelham, NH

  • Installed commercial garage doors, dock levelers, and dock seals
  • Operated forklifts, power tool equipment, and welded
Jun 2019 - Sep 2019

Food Delivery Driver

Checkmate Pizza

Concord, NH

  • Delivered quality products in a timely manner
  • Aided cooks to ensure quality service to all customers
  • Managed transactions and money
Jun 2018 - Aug 2018
Team & coworkers

Colleagues at Baystate Financial

Other employees you can reach at baystatefinancial.com. View company contacts for 480 employees →

RM Ryan Mikula Ryan Mikula Colleague at Baystate Financial Greater Boston, United States View → PG Peter Garlick Peter Garlick Colleague at Baystate Financial Somers, Connecticut, United States, United States View → JJ Joseph Jorgenson Joseph Jorgenson Colleague at Baystate Financial Boston, Massachusetts, United States, United States View → SN Stephen Napier Stephen Napier Colleague at Baystate Financial Greater Boston, United States View → DD Diane Ditullio Agostino Diane Ditullio Agostino Colleague at Baystate Financial Greater Boston, United States View → TF Theresa Failla Theresa Failla Colleague at Baystate Financial Boston, Massachusetts, United States, United States View → KC Kyle Connolly Kyle Connolly Colleague at Baystate Financial Greater Boston, United States View → JK Julie Kellerman, Flmi Julie Kellerman, Flmi Colleague at Baystate Financial Greater Boston, United States View → ND Nicholas Dunstan-Maiese Nicholas Dunstan-Maiese Colleague at Baystate Financial Boston, Massachusetts, United States, United States View → BP Brenda Petit Brenda Petit Colleague at Baystate Financial Biddeford, Maine, United States, United States View →
2 education records

Mark Borak education

Finance Major, Economics Minor, Gpa: Summa Cum Laude, Alumnus

University Of New Hampshire

Activities and Societies: - Peter T. Paul Scholar - Portfolio Manager - AIG - President and Captain of the UNH Wrestling Club - Sigma Beta.

High School Diploma, Engineering

Bow High School

- President of Student Athletic Leadership Council (SALC) - National Honor Society (NHS) Treasurer - Student Government: Class of 2018.

FAQ

Frequently asked questions about Mark Borak

Quick answers generated from the profile data available on this page.

What company does Mark Borak work for?

Mark Borak works for Baystate Financial.

What is Mark Borak's role at Baystate Financial?

Mark Borak is listed as CERTIFIED FINANCIAL PLANNER® at Baystate Financial.

Where is Mark Borak based?

Mark Borak is based in Bedford, New Hampshire, United States while working with Baystate Financial.

What companies has Mark Borak worked for?

Mark Borak has worked for Baystate Financial, Bahr Casey Financial Services, The Atkins Investment Group, Technology Business Research, and Entry Point Door & Dock Inc.

Who are Mark Borak's colleagues at Baystate Financial?

Mark Borak's colleagues at Baystate Financial include Ryan Mikula, Peter Garlick, Joseph Jorgenson, Stephen Napier, and Diane Ditullio Agostino.

How can I contact Mark Borak?

You can use AeroLeads to view verified contact signals for Mark Borak at Baystate Financial, including work email, phone, and LinkedIn data when available.

What schools did Mark Borak attend?

Mark Borak holds Finance Major, Economics Minor, Gpa: Summa Cum Laude, Alumnus from University Of New Hampshire.

What skills is Mark Borak known for?

Mark Borak is listed with skills including Leadership, Microsoft Office, Resourceful, Entrepreneurship, and Collaborative Problem Solving.

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