Mark Brooks

Mark Brooks Email and Phone Number

Director of Wealth Management and Financial Advisor @ Convergence Financial
Columbia, MO, US
Mark Brooks's Location
Columbia, Missouri, United States, United States
Mark Brooks's Contact Details
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.

Mark Brooks's Current Company Details
Convergence Financial

Convergence Financial

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Director of Wealth Management and Financial Advisor
Columbia, MO, US
Mark Brooks Work Experience Details
  • Convergence Financial
    Director Of Wealth Management And Financial Advisor
    Convergence Financial
    Columbia, Mo, Us
  • Permanent Equity
    Managing Director
    Permanent Equity May 2024 - Dec 2024
    Columbia, Missouri, Us
  • Permanent Equity
    Co-President & Coo
    Permanent Equity Jan 2023 - Jul 2024
    Columbia, Missouri, Us
  • Permanent Equity
    Managing Director
    Permanent Equity Feb 2020 - Jan 2023
    Columbia, Missouri, Us
  • Adventur.Es
    Managing Director
    Adventur.Es Aug 2019 - Feb 2020
    Columbia, Mo, Us
  • The Motley Fool
    Gm, Us Business / Gm, Us Publishing / Cio / Cto / Chief Builder
    The Motley Fool 2011 - Apr 2019
    Alexandria, Virginia, Us
    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
  • The Motley Fool
    Svp, Premium Services / Vp, Retention Marketing / Vp, Ad Sales & Business Intelligence / Dir Of Bi
    The Motley Fool 2005 - 2011
    Alexandria, Virginia, Us
    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

Mark Brooks Skills

Analytics Management Strategy Business Intelligence Leadership Business Strategy Digital Marketing Online Advertising Analysis Public Speaking Data Analysis E Commerce Web Analytics Email Marketing Marketing Business Analysis Microsoft Excel Strategic Partnerships Digital Strategy Process Improvement Scrum Forecasting Powerpoint Budgets Marketing Strategy Subscriptions Business Process Improvement Predictive Modeling Technology People Analytics Executive Leadership Ebitda Growth Turnaround Experience Content Management Project Management Strategic Planning Information Technology Operations Management Product Launch Microsoft Office Executive Management Communication Cross Functional Team Leadership Creative Problem Solving Collaborative Problem Solving Interpersonal Communication Business Operations Google Suite Corporate Strategy Formulation Strategic Partner Relationship Management

Mark Brooks Education Details

  • Grove City College
    Grove City College
    General

Frequently Asked Questions about Mark Brooks

What company does Mark Brooks work for?

Mark Brooks works for Convergence Financial

What is Mark Brooks's role at the current company?

Mark Brooks's current role is Director of Wealth Management and Financial Advisor.

What is Mark Brooks's email address?

Mark Brooks's email address is ma****@****ail.com

What is Mark Brooks's direct phone number?

Mark Brooks's direct phone number is +170325*****

What schools did Mark Brooks attend?

Mark Brooks attended Grove City College.

What skills is Mark Brooks known for?

Mark Brooks has skills like Analytics, Management, Strategy, Business Intelligence, Leadership, Business Strategy, Digital Marketing, Online Advertising, Analysis, Public Speaking, Data Analysis, E Commerce.

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