Mark G. Dorney

Consulting Associate
Trust and Brokerage Management Specialist
Mark has over thirty years of experience spanning virtually all facets of wealth management. He has practical expertise in managing multiple business functions and building teams that deliver results in complex operating environments. He is a recognized leader with personal integrity and excellent communications skills and the ability to make organization changes that make a lasting difference.
Mark has extensive experience in managing the trust and brokerage operations at one of the nation’s largest banks, proving time and again his ability to create and implement strategies and tactics and gain consensus to successfully exceed expectations.
Mark holds FINRA Series 4, 7, 24, 63 and 65 and the MSRB Series 53 licenses.
