Owner
Yes 8 Ventures, Llc
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Mark Overton Email & Phone Number
Owner
at
Yes 8 Ventures, LLC
1 work email found
@schwab.com
3 phones found area 303
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Yes 8 Ventures, LLC
Role
Owner
Location
Castle Rock, Colorado, United States
Who is Mark Overton? Overview
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Quick answer
Mark Overton is listed as Owner at Yes 8 Ventures, LLC, based in Castle Rock, Colorado, United States. AeroLeads shows a work email signal at schwab.com, phone signal with area code 303, and a matched LinkedIn profile for Mark Overton.
Mark Overton previously worked as Senior Manager - Offer Development and Strategy at Charles Schwab and Investment Advisory Manager at Envoy Financial. Mark Overton holds Bachelor Of Arts - Ba from California State University, Chico.
Company email context
Email format at Yes 8 Ventures, LLC
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{first}.{last}@schwab.com
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AeroLeads found 1 current-domain work email signal for Mark Overton. Compare company email patterns before reaching out.
Profile bio
About Mark Overton
• 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.
Listed skills include Investments, Analysis, Management, Finance, and 14 others.
Current workplace
Mark Overton's current company
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Yes 8 Ventures, Llc
11 roles · 29 years
Mark Overton work experience
A career timeline built from the work history available for this profile.
Senior Manager - Offer Development And Strategy
- 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.
Jun 2022 - Jan 2024
Owner
Yes 8 Ventures, Llc
- Professional 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
Aug 2018 - Jun 2022
Investment Advisory Manager
- 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
Mar 2015 - Aug 2018
Director
- 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
Oct 2010 - Oct 2014
Private Investor/Trader
Self-Employed
- Invested in individual securities and traded options utilizing my own research and analysis
2003 - 2010
~7 yrs
Acquisition Analyst
- Commercial real estate investment acquisition due diligence, valuation analysis, market research and proforma management
2002 - 2003
~1 yr
Consultant
- Successfully created a complex custom project management model to forecast multiple program metrics for each job function, including cost, hours and time estimations
Jul 2002 - Dec 2002
Financial Analyst
- 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
Jul 2000 - Jul 2002
Registered Representative
Dmw Lifetime Financial Planning
- Acquired Series 7, 63 and 65, researched securities, monitored portfolios and served as a client advocate
Jun 1999 - Jul 2000
Funding Analyst
Probusiness Services (Acquired By Adp, Inc.)
- 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
1997 - 1999
~2 yrs
1 education record
Mark Overton education
FAQ
Frequently asked questions about Mark Overton
Quick answers generated from the profile data available on this page.
What company does Mark Overton work for?
Mark Overton works for Yes 8 Ventures, LLC.
What is Mark Overton's role at Yes 8 Ventures, LLC?
Mark Overton is listed as Owner at Yes 8 Ventures, LLC.
What is Mark Overton's email address?
AeroLeads has found 1 work email signal at @schwab.com for Mark Overton at Yes 8 Ventures, LLC.
What is Mark Overton's phone number?
AeroLeads has found 3 phone signal(s) with area code 303 for Mark Overton at Yes 8 Ventures, LLC.
Where is Mark Overton based?
Mark Overton is based in Castle Rock, Colorado, United States while working with Yes 8 Ventures, LLC.
What companies has Mark Overton worked for?
Mark Overton has worked for Yes 8 Ventures, Llc, Charles Schwab, Envoy Financial, New West Capital, Llc, and Self-Employed.
How can I contact Mark Overton?
You can use AeroLeads to view verified contact signals for Mark Overton at Yes 8 Ventures, LLC, including work email, phone, and LinkedIn data when available.
What schools did Mark Overton attend?
Mark Overton holds Bachelor Of Arts - Ba from California State University, Chico.
What skills is Mark Overton known for?
Mark Overton is listed with skills including Investments, Analysis, Management, Finance, Start Ups, Process Improvement, Due Diligence, and Mergers And Acquisitions.
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