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• Seasoned professional with diverse experience and an ability to adapt appropriately to new environments while maintaining integrity. • Ongoing commitment to personal growth in order to best provide value to others.
Yes 8 Ventures, Llc
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OwnerYes 8 Ventures, LlcCastle Rock, Co, Us
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Senior Manager - Offer Development And StrategyCharles Schwab Jun 2022 - Jan 2024• Offer development and strategy role tasked with designing and developing strategic initiatives to improve the client experience for Schwab's premiere wealth management offer by utilizing operating model improvements and technology investments. -
OwnerYes 8 Ventures, Llc Aug 2018 - Jun 2022Castle Rock, CoProfessional Services and Consulting - recent projects include:• Director of Investments for a commercial real estate investment firm w/ 25+ facilities (remote)• Project mgmt services for the owner of a rural, luxury, development project designed to preserve open space• Financial modeling for an activity based restaurant concept and financing analysis for a small tech startup
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Investment Advisory ManagerEnvoy Financial Mar 2015 - Aug 2018Colorado Springs, Co• Directed all Advisory functions including investment monitoring, industry research, training and compliance • Responsible for monitoring and producing investment performance reports, selecting and replacing third-party asset managers and creating investment menus for clients• Provided competitive analysis and strategic pricing recommendations to CEO• Led internal Investment Committee meetings and presented to our clients’ Oversight Committees -
DirectorNew West Capital, Llc Oct 2010 - Oct 2014Sedalia, Co• Family investment office where I played key roles in the operations and financing of multiple start-ups• Lead for landman activities; curative title and tax, historic data discovery, contracts w/ landowners, etc.• Created multiple models for calculating complicated debt instruments, projections and asset tracking• Provided in-depth legal analysis for the firm and outside counsel on complex litigation issues• Co-authored Private Placement Memorandums, business plans, presentations and valuation studies -
Private Investor/TraderSelf-Employed 2003 - 2010Cameron Park, Ca• Invested in individual securities and traded options utilizing my own research and analysis
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Acquisition AnalystDiversified Investment Companies, Llc 2002 - 2003Roseville, Ca• Commercial real estate investment acquisition due diligence, valuation analysis, market research and proforma management -
ConsultantCaltrop Jul 2002 - Dec 2002Roseville, Ca• Successfully created a complex custom project management model to forecast multiple program metrics for each job function, including cost, hours and time estimations -
Financial AnalystSavvy Properties, L.P. Jul 2000 - Jul 2002San Francisco Bay Area• Investment and Financial Analyst for a Real Estate Investor/Venture Capitalist• Monitored personal investments, completed buyout of a PE fund, refinanced real estate portfolio, compiled data and produced financial statements for subsidiaries -
Registered RepresentativeDmw Lifetime Financial Planning Jun 1999 - Jul 2000San Francisco Bay Area• Acquired Series 7, 63 and 65, researched securities, monitored portfolios and served as a client advocate
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Funding AnalystProbusiness Services (Acquired By Adp, Inc.) 1997 - 1999San Francisco Bay Area• Highly visible role, in a rapidly growing company, with demanding deadlines and changing priorities• Main contact for tax funding issues with C-level clients; clarified contracts, procedures and bank rules• Key participant in strategic business unit reorganization and subsequent implementation
Mark Overton Skills
Mark Overton Education Details
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Bachelor Of Arts - Ba
Frequently Asked Questions about Mark Overton
What company does Mark Overton work for?
Mark Overton works for Yes 8 Ventures, Llc
What is Mark Overton's role at the current company?
Mark Overton's current role is Owner.
What is Mark Overton's email address?
Mark Overton's email address is ma****@****ons.com
What is Mark Overton's direct phone number?
Mark Overton's direct phone number is +130368*****
What schools did Mark Overton attend?
Mark Overton attended California State University, Chico.
What skills is Mark Overton known for?
Mark Overton has skills like Investments, Analysis, Management, Finance, Start Ups, Process Improvement, Due Diligence, Mergers And Acquisitions, Financial Analysis, Microsoft Excel, Legal Research, Legal Writing.
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