Mark Van Kouteren
Ponte Vedra Beach,FL
Summary
Financial professional with experience on both sell and buy side, 30+ years working with financial advisors to build successful practices and portfolios. A deep understanding of alternative investments and how they work in client portfolios.
Overview
33
33
years of professional experience
Work History
SVP, Client Advisor to RIAs, MFOs and Trust Cos.
Neuberger Berman
09.2016 - Current
- Built Territory to $5M+ annual run rate revenue from less than $1M
- Brought in assets to both public and private strategies across all 3 business types covered - mostly through model wins
- Helped introduce new strategies developed by firm to my client and prospect population
- Helped my client firms attract and retain more HNW clients through use of sophisticated investment strategies and practice management strategies
Senior Vice President
Wells Fargo
01.2006 - 09.2016
- Alternative Investments
- Train Brokers, Private Bankers, Financial Planners, and Portfolio Managers on alternative investments and our manager offerings
- Attend client meetings as a specialist for the local team, helping to use alts with HNW individuals, Family Offices and Small Institutional Clients
- Raised over $1Bil in private partnership investments since 1/06
Vice President / Financial Advisor / PM
Wachovia - ISG Hilton
10.2003 - 01.2006
- For Wealth Management/Trust Company
- Worked directly with HNW clients of the bank in a financial planning and investment management capacity
Resident Manager / AVP
Merrill Lynch, PCG
01.1999 - 10.2003
- Managed an office of 13 Financial Advisors and 4 support staff
- Ran $5 Mil+ P&L as a part of the Boston Complex
- Recruited new advisors to the firm
- Worked with a limited client base directly in a financial planning and investment management capacity
Asst. Vice President / Financial Advisor
USTrust
05.1994 - 12.1998
- Worked directly with clients of the bank in a financial planning and investment management capacity
Variable Annuity Regional Representative
American Skandia
01.1992 - 04.1994
- Trained bank employees (retail and private bankers) on variable and fixed annuity products
- Helped develop and market the first proprietary bank Variable Annuity (Fleet Galaxy VA)
- Prior to outside sales, supported field from the sales desk at the home office, building relationships with financial advisor partners
Associate Financial Advisor
Royal Alliance Assoc
04.1990 - 12.1991
- Worked as an assistant to registered representatives, helping them work with clients in a financial planning and investment management capacity.
Education
MBA - Finance
Boston University
1997
BBA - Finance
Pace University
1991
Skills
- 34 years of Capital Markets experience
- Next Level Sales and Marketing Communication
- Explaining complex investment strategies so easily understood
Accomplishments
CAIA (Certified Alternative Investment analyst)
CFP (Certified Financial Planner)
Series 7,9/10,63,65 & 3
Eagle Scout
Timeline
SVP, Client Advisor to RIAs, MFOs and Trust Cos.
Neuberger Berman
09.2016 - Current
Senior Vice President
Wells Fargo
01.2006 - 09.2016
Vice President / Financial Advisor / PM
Wachovia - ISG Hilton
10.2003 - 01.2006
Resident Manager / AVP
Merrill Lynch, PCG
01.1999 - 10.2003
Asst. Vice President / Financial Advisor
USTrust
05.1994 - 12.1998
Variable Annuity Regional Representative
American Skandia
01.1992 - 04.1994
Associate Financial Advisor
Royal Alliance Assoc
04.1990 - 12.1991
MBA - Finance
Boston University
BBA - Finance
Pace University