- Enjoy participating in [activity] for overall physical and mental well-being
- Gym Workouts
- I participate in low-impact exercises to strengthen core muscles
- Golf
- Participating in cooking contests and challenges to showcase culinary skills and creativity
Mark Lezanic
Pompano Beach
Summary
Dynamic leader with a proven track record at Merrill Lynch, excelling in strategic planning and organizational leadership. Expert in managing client assets to achieve superior risk-adjusted returns. Known for building strong relationships and fostering trust, while driving operational excellence in financial advisory services. Passionate about empowering clients to reach their financial goals.
Overview
39
39
years of professional experience
Work History
President and CEO
ML PWM
02.2025 - Current
- Goal is to manage client assets in non-traditional asset classes
- Lezanic’s clients are always his first focus, however, his uncanny ability to help clients achieve maximum risk adjusted return which separates him from most of his peers. He is blessed with an abundance of seasoned common sense as well as a BSBA and an MBA from Bucknell University.
- We have always and will continue to put clients as our first priority.
Financial Advisor
Merrill Lynch
06.2008 - 11.2024
- Sr. Vice Pfesident
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Financial Advisor
Morgan Stanley
09.2000 - 06.2008
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Assistant Basketball
The College of William & Mary
05.1993 - 08.2000
- Contributed to a positive work environment with strong interpersonal skills and proactive teamwork attitude.
- Greeted guests in with friendliness and professionalism.
- Answered incoming phone calls to process requests, transfer calls, or relay messages to appropriate personnel.
- Worked closely with management to provide effective assistance for specific aspects of business operations.
Assistant Basketball Coach
Loyola College
05.1989 - 05.1993
- Led practice sessions with players practicing drills, honing techniques, and scrimmaging to put practiced skills into play.
- Developed strong relationships with athletes and their families, fostering a supportive environment both on and off the court.
Assistant Basketball Coach
Bucknell Univeersity
05.1986 - 05.1988
- Led practice sessions with players practicing drills, honing techniques, and scrimmaging to put practiced skills into play.
- Developed strong relationships with athletes and their families, fostering a supportive environment both on and off the court.
- Helped the team attend there first their Division 1 NCAA tournament
Education
MBA - Marketing/Finance
Bucknell University
Lewisburg, PA09-1988
Bachelor of Science - Business Management
Bucknell University
Lewisburg, PA09-1982
Skills
- Leadership team building
- Organizational leadership
- Strategic planning
- Operational excellence
Affiliations
- Philly Bulldogs Youth in Sport non-profit
- Former President of Main Line Kiwanis Club
- Former Volunteer Coach of St. Norbert CY
- Founded CES AAU Basketball Program
Interests
Timeline
President and CEO
ML PWM
02.2025 - Current
Financial Advisor
Merrill Lynch
06.2008 - 11.2024
Financial Advisor
Morgan Stanley
09.2000 - 06.2008
Assistant Basketball
The College of William & Mary
05.1993 - 08.2000
Assistant Basketball Coach
Loyola College
05.1989 - 05.1993
Assistant Basketball Coach
Bucknell Univeersity
05.1986 - 05.1988
MBA - Marketing/Finance
Bucknell University
Bachelor of Science - Business Management
Bucknell University
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