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Spencer Mark Email & Phone Number
Portfolio Analyst - Auto Dealerships
at
Live Oak Bank
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Portfolio Analyst - Auto Dealerships
Location
Wilmington, North Carolina, United States
Company size
Who is Spencer Mark? Overview
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Quick answer
Spencer Mark is listed as Portfolio Analyst - Auto Dealerships at Live Oak Bank, a with 570 employees, based in Wilmington, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Spencer Mark.
Spencer Mark previously worked as Business Analyst at Live Oak Bank and Financial Analyst at Live Oak Bank. Spencer Mark holds Business Administration, Finance, General, Senior (Graduate) from Cameron School Of Business At Unc Wilmington.
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Email format at Live Oak Bank
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Live Oak Bank
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Profile bio
About Spencer Mark
I have developed a strong foundation in finance, accounting, economics, and statistics. I have also acquired multiple certifications in financial modeling, data analysis, and Bloomberg Market Concepts, demonstrating my proficiency in using various tools and platforms to translate financial data into strategic business goals.I interned as an Alternative Investments Analyst at Hillson Consulting. Where I gathered and analyzed financial data related to alternative investments, co-authored data-driven articles, and generated and presented reports for potential investors. Generating over $18 million worth of financial transactions in that period.I managed UNCW's $2M stock portfolio as part of the Portfolio Design and Management Team, providing 5 successful recommendations that resulted in a cumulative 84% return year to date. Raised the IT holdings to overweight from underweight at the lows in December 2022 which translated in a 174% cumulative return to date. Outperforming theS&P 500 by 140% since. I am passionate about applying my analytical, problem-solving, and presentation skills to various financial scenarios and challenges. I am eager to learn from experienced professionals and contribute to the growth and success of a dynamic and innovative organization. I am looking for opportunities in financial analytics and entry-level finance positions, where I can leverage my education, experience, and competencies to add value and make an impact.
Current workplace
Spencer Mark's current company
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Live Oak Bank
6 roles
Spencer Mark work experience
A career timeline built from the work history available for this profile.
Business Analyst
Financial Analyst
Mar 2024 - Aug 2024
Alternative Investments Analyst
• Responsible for gathering and analyzing financial data that is associated with alternative investments; Assisted in the development of financial presentations• Co-authored data driven articles geared towards informing potential investors about the space• Generated and analyzed reports, identifying trends and variances from data, composing recommendations for specific alt products towards managers and executives in the space.• Served as key aid in generating $18 million worth of investments in alt space since tenure
Mar 2021 - Mar 2024
Junior Sales Rep - Merchandiser
• Played a key role in servicing and promoting Anheuser Busch products throughout the New Hanover and Brunswick regions through displays and product placementsCommunicated with store managers to draft bulk merchandise orders and push specific products during certain periods. •Trained and led the merchandising team around the New Hanover region
May 2020 - Dec 2023
Lead Information Technology Analyst
Portfolio Design and Management: • Managed UNCW’s $2M stock portfolio; Provided recommendations on a public traded company; All four recommendations passed the board of advisors;All three buy recommendations resulted in a cumulative 84% return year to date. Raised IT holdings to overweight compared to underweight at the lows in December 2022.• Constructed financial models on IT equity securities by using dividend discount models, free cash flow forecasting, ratio analysis, residual income models, sensitivity analysis, intrinsic and relative valuations; Critically assessed variants on Efficient Market hypothesis; in depth analysis of a select industry and corresponding companies
Aug 2022 - Dec 2022
Team & coworkers
Colleagues at Live Oak Bank
Other employees you can reach at liveoakbank.com. View company contacts for 570 employees →
DM
Dawson Mccain
Colleague at Live Oak BankGreater Wilmington Area, United States
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E. Dawn Thompson
Colleague at Live Oak BankRaleigh-Durham-Chapel Hill Area, United States
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CC
Caulin Collier
Colleague at Live Oak BankCastle Hayne, North Carolina, United States
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GA
Gabe Adams
Colleague at Live Oak BankWilmington, North Carolina, United States
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DK
Doug Kimball
Colleague at Live Oak BankWilmington, North Carolina, United States
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HT
Hannah Thomas
Colleague at Live Oak BankWilmington, North Carolina, United States
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Trygve Beckel
Colleague at Live Oak BankMinneapolis, Minnesota, United States
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Sean Nelson
Colleague at Live Oak BankWilmington, North Carolina, United States
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LH
Logan Hutsell
Colleague at Live Oak BankWilmington, North Carolina, United States
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KP
Karolina Phillips
Colleague at Live Oak BankFort Worth, Texas, United States
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Dawson Mccain
Colleague at Live Oak BankGreater Wilmington Area, United States
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ED
E. Dawn Thompson
Colleague at Live Oak BankRaleigh-Durham-Chapel Hill Area, United States
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CC
Caulin Collier
Colleague at Live Oak BankCastle Hayne, North Carolina, United States
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GA
Gabe Adams
Colleague at Live Oak BankWilmington, North Carolina, United States
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DK
Doug Kimball
Colleague at Live Oak BankWilmington, North Carolina, United States
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HT
Hannah Thomas
Colleague at Live Oak BankWilmington, North Carolina, United States
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TB
Trygve Beckel
Colleague at Live Oak BankMinneapolis, Minnesota, United States
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SN
Sean Nelson
Colleague at Live Oak BankWilmington, North Carolina, United States
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LH
Logan Hutsell
Colleague at Live Oak BankWilmington, North Carolina, United States
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KP
Karolina Phillips
Colleague at Live Oak BankFort Worth, Texas, United States
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2 education records
Spencer Mark education
Business Administration, Finance, General, Senior (Graduate)
Undergraduate, Business/Finance Concentration
FAQ
Frequently asked questions about Spencer Mark
Quick answers generated from the profile data available on this page.
What company does Spencer Mark work for?
Spencer Mark works for Live Oak Bank.
What is Spencer Mark's role at Live Oak Bank?
Spencer Mark is listed as Portfolio Analyst - Auto Dealerships at Live Oak Bank.
Where is Spencer Mark based?
Spencer Mark is based in Wilmington, North Carolina, United States while working with Live Oak Bank.
What companies has Spencer Mark worked for?
Spencer Mark has worked for Live Oak Bank, Hillson Consulting, Adams Beverages Of Nc, Llc, and Cameron School Of Business At Unc Wilmington.
Who are Spencer Mark's colleagues at Live Oak Bank?
Spencer Mark's colleagues at Live Oak Bank include Dawson Mccain, E. Dawn Thompson, Caulin Collier, Gabe Adams, and Doug Kimball.
How can I contact Spencer Mark?
You can use AeroLeads to view verified contact signals for Spencer Mark at Live Oak Bank, including work email, phone, and LinkedIn data when available.
What schools did Spencer Mark attend?
Spencer Mark holds Business Administration, Finance, General, Senior (Graduate) from Cameron School Of Business At Unc Wilmington.
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