|
|
 |
 |
Mark W. Smiley
Vice President, Principal
Mark joins Sullivan Group with fourteen years' experience in the financial services industry. He is a Registered Investment Advisor holding Series 7 and 63 Securities Licenses with Park Avenue Securities LLC.
Mark is an eight time qualifier for the Million Dollar Round Table and Park Avenue Securities Achievers Club. He received the National Quality Award and is a member of the President's Council and Leader's Club of the Guardian Life Insurance Co. of America.
Mark is a 1987 graduate of the College of the Holy Cross. He is currently enrolled in the American College pursuing Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations. He attended the Harvard University Extension Program (Accounting and Marketing Management) and completed numerous advanced education seminars in business and personal financial planning. Mark volunteers as a coach in Shrewsbury Youth Hockey, Baseball and Soccer.
Back to Partners
|
|
|
 |
|
"Sullivan Group is a market driven, not product driven company that strives
to continually add value to clients' risk management program." |
|
|
 |
|
