graduate: Faculty
- Title:
- Adjunct Professor
415-442-6500
Mark joined New York Life in 2011. Prior to joining New York Life, he was a Financial Advisor at UBS Financial Services in San Francisco. He has also worked as a management consultant for Ernst & Young and Cap Gemini Ernst & Young, where he implemented world-class financial systems for high growth middle market and Fortune 1000 companies. Prior to that, he worked in corporate finance as a corporate and divisional controller for several high-tech manufacturing companies and as an auditor for KPMG in Oakland and London, England, while earning his CPA license.
A sports enthusiast his entire life, Mark currently enjoys long swims to stay in shape and the occasional swim meet with Pacific Masters. While working in London, and thereafter, he has traveled the world extensively, visiting over thirty countries in total. He is privileged to serve as a lector at Assumption Church in San Leandro and The Cathedral of Christ the Light in downtown Oakland.
EDUCATION
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MS (financial planning), Golden Gate University
MBA (international business), California State University at Hayward
BS (accounting and finance), University of California at Berkeley
Certifications & Licenses
Candidate for CFP® certification
California Life Agent
California Variable Annuity
CPA, State of California
PROFESSIONAL AND TEACHING EXPERIENCE
2011 - Present
Adjunct Professor, Golden Gate University
2011 - Present
Agent, New York Life
2008 - 2010
Graduate Student, Golden Gate University
2006 - 2008
Financial Advisor, UBS Financial Services
2004 - 2006
Independent Consultant, Kaiser Permanente & Blue Shield of California
1999 - 2003
Consulting Manager, Ernst & Young/Cap Gemini Ernst & Young
1997 - 1998
Oracle Project Manager/Finance Systems Manager, Madge Networks
1996 - 1997
Independent Consultant, Hitachi Data Systems
1993 - 1994
Controller, Worldwide Customer Service, Conner Peripherals
1990 - 1992
Corporate Controller, The Learning Company
1986 - 1989
Controller, Xidex Corporation
1981 - 1986
Audit Manager, KPMG
PROFESSIONAL ASSOCIATIONS
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Financial Planning Association of San Francisco