AeroLeads people directory · profile
Mark Brooks Email & Phone Number
Director of Wealth Management and Financial Advisor
at
Convergence Financial
1 work email found
@permanentequity.com
4 phones found area 703 and 855
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Director of Wealth Management and Financial Advisor
Location
Columbia, Missouri, United States
Who is Mark Brooks? Overview
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Quick answer
Mark Brooks is listed as Director of Wealth Management and Financial Advisor at Convergence Financial, based in Columbia, Missouri, United States. AeroLeads shows a work email signal at permanentequity.com, phone signal with area code 703, 855, and a matched LinkedIn profile for Mark Brooks.
Mark Brooks previously worked as Managing Director at Permanent Equity and Co-President & COO at Permanent Equity. Mark Brooks holds Bachelor Of Science, Business Administration And Management, General from Grove City College.
Company email context
Email format at Convergence Financial
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{first}@permanentequity.com
86% confidence
AeroLeads found 1 current-domain work email signal for Mark Brooks. Compare company email patterns before reaching out.
Profile bio
About Mark Brooks
Highly analytical, action-oriented executive with 25+ years of versatile leadership experience spanning Finance, Operations, IT, and Direct to Consumer Marketing analyzing business operations and identifying leverage points to optimize results. Strategic and data-driven problem solver known for maximizing EBITDA growth, margins, and company value by driving clear business strategy and vision. Empathetic and focused leader with expertise in prioritizing and steering turnarounds and transformations through organizational restructuring and process redesign. People-focused motivator and effective communicator with success building and retaining unified, empowered teams that consistently deliver on and exceed performance expectations.
Listed skills include Analytics, Management, Strategy, Business Intelligence, and 46 others.
Current workplace
Mark Brooks's current company
Company context helps verify the profile and gives searchers a useful next step.
7 roles · 22 years
Mark Brooks work experience
A career timeline built from the work history available for this profile.
Managing Director
May 2024 - Dec 2024
Co-President & Coo
Jan 2023 - Jul 2024
Managing Director
Feb 2020 - Jan 2023
Managing Director
Aug 2019 - Feb 2020
Gm, Us Business / Gm, Us Publishing / Cio / Cto / Chief Builder
General Manager, US (2018 – 4/2019)Appointed to drive strategy and day-to-day operations of all US-based businesses following consolidation of US Publishing, Personal Finance, Asset Management, Wealth Management, and Venture Fund units. Led 3 direct and up to 250 indirect reports while managing revenue and operating expenses.General Manager, US Publishing (2016 – 2018) Tapped to oversee financial publishing business serving X00,000+ customers. Led 130 indirect and 7 direct reports including Heads of Acquisition Marketing, Upsell Marketing and Retention, Operations, Product, Technology, Investing Analytics, and Investment while managing revenue and operating expenses.Chief Information Officer (2015 – 2016) Entrusted to raise business value through technology and drive strategic planning to support corporate objectives. Directed 4 direct and 7 indirect reports within Business Intelligence managing analytics, reporting, predictives, people analytics, forecasting, 3rd-party data overlays, production and data warehouse, database architecture, and maintenance for entire business. Ensured business-aligned analysis systems and procedures.Chief Technology Officer / Chief Builder (2011 – 2015) Oversaw 4 direct and 61 indirect reports across Backend / Frontend Software Development, Project Management (Scrum Masters), and Tech Ops. Steered strategy and daily operations of all technological resources, from hardware infrastructure and networking to teams designing interface for websites.Selected Skills:* Multi-unit Business Operations Optimization* Leadership & Team Building* Revenue & Operating Expense Management* Operations Consolidations & Streamlining* Operational Restructuring & Shared Services* Deep-dive Analysis & Division Turnaround* Product Portfolio Additions & Subtractions* Customer Service & Satisfaction* Acquisition & Upsell Marketing / Retention* Revenue & EBITDA Growth* Renewal Revenue Increases & Restructuring* Subscriptions & Pricing
2011 - Apr 2019
Svp, Premium Services / Vp, Retention Marketing / Vp, Ad Sales & Business Intelligence / Dir Of Bi
Senior Vice President, Premium Services (2009 – 2011)Led daily Retention Marketing and Premium Services operations including publishing titles and managed content creation, editing, and publishing with 6 direct reports.Vice President, Retention Marketing (2008 – 2009)Established Retention Marketing function, from setting priorities for tech and project management to overseeing daily operations of commerce system. Boosted renewal rates by 5 percentage points and yielded 8% increase in renewal revenue by implementing credit card processing enhancements.Vice President, Ad Sales and Business Intelligence (2007 – 2008)Generated 21% YoY increase in ad revenue during tenure. Elevated inventory predictability by building forecasting and booking tools tailored to internal needs. Revamped media kit with focus on prospect-friendly design and automated updating for more accurate and relevant metrics.Director, Business Intelligence (2005 – 2007)Designed bottoms-up renewal unit and cash forecasting model with scalable and customized infrastructure enabling 10 years of continual use. Amplified efficiencies and merged Analysis and Data Warehousing groups.Selected Skills:* Retention Marketing & Premium Services Operations* Content Creation, Editing, & Publishing* Resource Coordination & Acquisition Optimization* World-class Customer Experience* Continuous Process Improvement* Educational Material Development* Full Lifecycle Project Management* Credit Card Processing Enhancements* Business Intelligence & Forecasting* Revenue Improvement* Cash Forecasting Model* Scalable & Customized Infrastructures* Renewal Rate Improvements* Commerce System Management* Inventory Predictability & Media Kit Development* Ad Sales & Revenue Improvement* Agile & Kanban Introduction* Performance Measurement* Analysis & Data Warehousing* Leadership & Team Building* Strategic Partnerships* Coaching & Mentoring* Budgeting & Cost Reductions* Sales & Marketing Management
2005 - 2011
~6 yrs
1 education record
Mark Brooks education
-
Grove City College
FAQ
Frequently asked questions about Mark Brooks
Quick answers generated from the profile data available on this page.
What company does Mark Brooks work for?
Mark Brooks works for Convergence Financial.
What is Mark Brooks's role at Convergence Financial?
Mark Brooks is listed as Director of Wealth Management and Financial Advisor at Convergence Financial.
What is Mark Brooks's email address?
AeroLeads has found 1 work email signal at @permanentequity.com for Mark Brooks at Convergence Financial.
What is Mark Brooks's phone number?
AeroLeads has found 4 phone signal(s) with area code 703, 855 for Mark Brooks at Convergence Financial.
Where is Mark Brooks based?
Mark Brooks is based in Columbia, Missouri, United States while working with Convergence Financial.
What companies has Mark Brooks worked for?
Mark Brooks has worked for Convergence Financial, Permanent Equity, Adventur.Es, and The Motley Fool.
How can I contact Mark Brooks?
You can use AeroLeads to view verified contact signals for Mark Brooks at Convergence Financial, including work email, phone, and LinkedIn data when available.
What schools did Mark Brooks attend?
Mark Brooks holds Bachelor Of Science, Business Administration And Management, General from Grove City College.
What skills is Mark Brooks known for?
Mark Brooks is listed with skills including Analytics, Management, Strategy, Business Intelligence, Leadership, Business Strategy, Digital Marketing, and Online Advertising.
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