Mark Siegfried Email & Phone Number

Costa Mesa, Ca, Us

Cleveland, Oh, Us

CBIZ is one of the nation’s leading providers of professional advisory services, focused on accounting, tax, benefits and insurance, HR and payroll solutions. We work closely with private and public businesses of all sizes, though our primary emphasis is on the middle market. We also have extensive experience with nonprofits and individuals. Our clients have access to an unparalleled portfolio of solutions, delivered through a distinctive combination of locally based trusted advisors, backed by a national team of specialized experts.Our approach, refined over the years, is simple yet compelling. We LISTEN to understand our client’s business, challenges and goals. We LEARN how we can apply the array of services and solutions in the CBIZ MHM portfolio to address the challenges and achieve the goals. We LEVERAGE a talented pool of professionals, locally and nationally, to provide proactive suggestions to build incremental value in the business. As a former executive and entrepreneur, I’ve walked in your shoes. I am passionate about finding business solutions that help executives and business owners maximize enterprise value. Send me a message if you’d like to explore how we can impact your business.

Santa Monica, California, Us

Retained Senior Management, Executive and Board Search & Management Consultants. Stanton Chase International is a Global Top 10 retained executive search firm. Our reach is global (more than 70 offices worldwide) with a local touch with regional knowledge and local insight. We operate without borders, serving global, national, regional, and boutique organizations, from startups to F500 companies, who are actively seeking top-performing talent and leadership. Management consultants to leadership to assess, analyze, and enhance a company's ability to realize the potential of its talent and resources.

Seattle, Wa, Us

Doylestown, Pa, Us

Executive leadership for practice development, business development and the client experience. Responsible for recruiting high quality, seasoned financial advisors to Archetype Advisors. Continued guidance provided to advisors including transition, operational processes for onboarding clients, asset transfer, financial planning and implementation, and overall practice development.Archetype Advisors, LLC™ is comprised of two main practice areas: Private Client Wealth Management and Corporate Retirement Benefits. Archetype Advisors, LLC™ Private Wealth Management Practice is a financial planning-based practice engaged in an exclusive joint business relationship with PricewaterhouseCoopers. Archetype® & PwC, through our joint business relationship, work to develop the comprehensive forensic financial planning, guidance and advice, normally reserved for the ultra-affluent. The Archetype advisory team converts the plan and recommendations into an actionable strategy, implements the Financial Blueprint® and maintains this financial plan quarter-over-quarter as a fee-only Registered Investment Advisor (RIA). Archetype is an innovator and is differentiated by the independence of the planning process, the collective dedication of our team to the client experience, and a risk-managed approach to implementing holistic financial plans.Archetype Advisors, LLC™ Corporate Retirement Benefits Practice works with businesses to develop cost-efficient, well designed retirement plans. As a 401(k) plan consultant to companies, our approach includes an initial assessment of the existing plan to identify areas of exposure and recommendations for improvement of the plan. Archetype attempts to eliminate any conflicts of interest between plan sponsors and plan participants. Our engagements typically include a review of plan costs, ongoing evaluation of investment performance, identification of potential areas of exposure and fiduciary risk, and recommendations for enhancing the plan.

Business development, pursuit management and client experience consultant working with companies to increase success rates, revenue and market share. Address the highly competitive marketplace to ensure companies deliver tangible results and measurable return on investment. Over twenty-five years experience developing sales strategies: including market analysis, key account planning, sales operations. Subject-matter expert in developing pursuit management strategies to identify target companies and markets, initiate and develop relationships, identify opportunities, develop proposals and coach sales and client service teams in oral presentations. Consult with organizations to develop or enhance client experience programs. Mentor and train business leaders in pursuit management, client interaction and relationship management.

Gb

Responsible for cross line of service business development activities for the financial services, middle market and private company practices. Accountable for working with clients and prospects to identify needs, and to help fulfill those needs by aligning PwC client service resources. Identified and developed new client relationships, maintained and expanded existing client relationships, and helped assemble client service teams to deliver solutions specifically tailored to the client's needs.

Us

National sales leadership position for all content delivery sales activities for North America. Implemented sales process enhancements for targeting, prospecting, and opportunity assessment. Identified strategic alliance partners and developed the channel strategy.

Sales leadership for the Southwest region.

Gb

Responsible for identifying, developing and sustaining effective relationships with potential new clients. Provided strategic oversight on proposal development and sales strategies.

London, Gb

Responsible for business development efforts for the tax practice in the seven-state Pacific Southwest region.

Dallas, Tx, Us

Responsible for MultiQuest 900 sales efforts for the business and government market for the twenty-one state Western Region.