Mark Zener Email & Phone Number

Phoenix, Arizona

Mr. Zener provides leadership in the development of short and long-term strategic financial objectives. Mr. Zener develops, implements and monitors the First Trace comprehensive business plan. Mr. Zener is responsible for financial reporting and capital activities including acquisition of additional capital when required. He also addresses corporate governance, compliance and reporting through the Board of Directors.At First Trace we are specialists in helping organizations assess their complex data management and business process requirements. We develop, sell and support adaptable software solutions that turn complex data problems into powerful business information.First Trace's Document Management and Business Process Management (BPM) software assists firms that need to manage technical reports, CAD drawings, and other corporate documents. Our flexible solutions significantly save enterprise resources by making corporate data organized and easy to find, automating unnecessary manual processes, and preventing breakdowns in documentation. First Trace has customers worldwide across a range of industries, including Austin Energy, New York State Electric & Gas, EQT Corporation and Georgia-Pacific. To learn about First Trace visit www.FirstTrace.com

Dr. Zener is a Founding Member and Executive Director. Dr. Zener is responsible for the establishment, administration, marketing and management of private placement investments that capitalize on opportunities originating in China. Dr. Zener has also developed a close team of non affiliated companies and their professionals to provide deep resources to consult with Chinese clients and provide the highest level of comprehensive services.

Dr. Zener is the Managing Director of Aztoré Capital’s China Direct Group. Aztoré Capital is positioned as a premiere provider of highly effective and sophisticated transaction vehicles that bridge the gap between select Chinese domestic growth companies and the US financial markets. Dr. Zener is also Founding Member and Executive Director of Equitunity Funds Mgmt. Co., LLC,

Private Client ServicesWealth Strategist works as a member of the Private Client Services team to develop relationships with internal clients, prospects and community centers of influence, CPA's and Attorneys. Responsible for sales and delivery of Comprehensive Wealth Management services including personal and charitable trust, philanthropic services, and non-profit services. Geographic responsibility focused on the East Valley of Metropolitan Phoenix.

Responsible for sales and delivery of Wealth Management services including personal and charitable trust, philanthropic services, and non-profit services. Coordinates use of Wealth Planning Services for high net worth Financial Advisors (FA) and clients. Functions as member of FA wealth management teams. Wrote proposal for enhancing wealth management platform at Morgan Stanley. Geographic responsibility includes 16 states from Arizona to Texas

Wealth Management GroupResponsible for financial planning, sales and delivery of Wealth Management services including: personal and charitable trust, philanthropic services, and non-profit services. Geographic responsibility included: Arizona

Wealth Management GroupResponsible for financial planning, sales and delivery of Wealth Management services including: personal and charitable trust, philanthropic services, and non-profit services. Geographic responsibility included: Arizona and New Mexico.Trained over 150 financial consultants to facilitate wealth management sales. Exceeded financial objective for annualized fees.

Reported directly to President, Firstar Trust Company, Milwaukee with total trust assets in excess of $130 billion). Chairman of Director's Trust Committee and Trust Audit Committee. Manager of retail brokerage for Firstar Investment Services. Met profitability and sales goals within original objectives as sales and marketing manager.• Chairman of Strategic Planning Committee for trust and commercial bank.• Successfully negotiated acquisition of Citibank's $50 Million Arizona Trust Division.

Consultant to the financial services industry specializing in upscale banking, Private Banking, sales and marketing. Wrote 130-page workshop guide, "Marketing Financial and Professional Services for Increased Sales and Profits".

Trust and Investment Services Division Managed $350 million full service trust department. Responsible for compliance, operations, investment and administration as Chairman of Director's Trust Committee. Supervision of staff in excess of 35 people in personal trust, trust employee benefits, trust investments and new business development. Delivered customer computerized financial plans through eight financial planners in branch network.

Phoenix, Arizona Area

Fee-for-service Personal Financial Planning Services Department. Consumer Deposit Product Manager Development, design, maintenance and promotion of all consumer deposit products for $5.5 billion portfolio.

Phoenix, Arizona Area

Manager of sophisticated relationship banking program for the 230-unit branch system.

Personal Trust Business Development Officer Extensive training in personal trust, financial and estate planning.; $7 billion)Corporate Pension and Profit Sharing AdministratorNew Business and Trust Administrator to 115 corporate accounts with assets of $125 million.

Doctor, Business Administration

Research Topic: Manager's intercultural communication competence skills.

Mba, Masters, Business Administration; Finance Emphasis

Ba, Bachelors Of Arts, Political Science - Pre