Mark Heggem Email & Phone Number

Cincinnati, Ohio Area

• Becker & Beggs, Ltd., formed in 1992, are involved in all phases of business sales, mergers, and joint ventures including:
• Seller representation
• Buyer searches
• Valuations
• Acquisition financingAs business brokers, our firm focuses on representing sellers located within 50 to 75 miles of Cincinnati. Our ideal client has owned their business for a decade or more, there’s no obvious.
• Acquisition financingAs business brokers, our firm focuses on representing sellers located within 50 to 75 miles of Cincinnati. Our ideal client has owned their business for a decade or more, there’s no obvious.

Cincinnati Area, KY

We cultivate resources and create opportunities to prepare all FHSD students to be successful.

Providing private banking services (including lending, depository services and investment management) to healthcare professionals (physicians and dentists), as well as to CPA’s, attorneys, corporate executives and business owners in the Greater Cincinnati marketplace.

• Responsible for spearheading healthcare business development activities, retaining and expanding banking relationships in the Greater Cincinnati and Dayton marketplaces.
• Developed and implemented a healthcare target marketing plan to attract medical, dental and chiropractic practices for business relationship banking to the Bank.
• Developed and built relationships with physicians, dentists, chiropractors and their practice managers to provide financial solutions to their healthcare… Show more
• Developed and built relationships with physicians, dentists, chiropractors and their practice managers to provide financial solutions to their healthcare practices. Show less

• Successfully led and managed a team of professionals (24 associates) in Private Bank, Investments & Trust Management Services and Financial Planning.
• Designed and implemented a power of partnering cross sell initiative for the Key Private Bank professionals to focus on the comprehensive approach to providing financial solutions.
• Worked closely with teams of professionals to creatively address client's financial planning, investment, trust, estate planning, banking and credit… Show more
• Worked closely with teams of professionals to creatively address client's financial planning, investment, trust, estate planning, banking and credit needs.
• Implemented a “Go to Market Strategy for 2007.” After 6 months, the Cincinnati Key Private Bank Team was rated #1 out of all 24 Districts based on Contribution Margin, Revenue, Loans, Deposits, Investments and Trust.

• Successfully led and managed various teams of professionals (36 associates) in Private Bank, (Cincinnati, Columbus, and Cleveland) Personal Trust, Financial Planning and Provident Financial Advisors - Sarasota, Florida.
• Designed and implemented a cross sell initiative for the wealth management professionals to focus on the comprehensive approach to providing financial solutions.
• Worked closely with teams of wealth management professionals to creatively address client's financial… Show more
• Worked closely with teams of wealth management professionals to creatively address client's financial planning, investment, trust, estate planning, banking and credit needs.
• Exceeded Private Bank’s Budget Goals / Profit Plan all three years. Show less

• Senior Private Banker - duties included handling the business and personal banking needs of health care professionals, successful business owners, CPA's and attorneys by managing a client loan portfolio of $25 million.
• Team Leader - responsibilities included managing two private bankers and a support staff of one client services specialist and one credit analyst.
• Delivered a wide array of… Show more
• Delivered a wide array of financial products and services to high-net-worth health care professionals, physicians and dentists.
• One of four original private bankers who started and developed the Private Banking Group.
• Held key leadership roles in various community activities and professional organizations. Show less

Mba, Finance

Bba, Finance And Marketing

Activities and Societies: Sigma Alpha Epsilon Fraternity, Sigma Sigma, Men of Metro, Cincinnatus, Inter-Fraternity Council (IFC)