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Mark Helliker
Financial Services Senior Executive - Chief Operating Officer - Interim C-suite Executive - Wealth Management Consultant to Private Equity
Professional Background
Mark Helliker is a distinguished executive management consultant with extensive expertise in the wealth management sector. His career spans various pivotal roles within notable financial institutions, where he has made impactful contributions to strategic leadership and operational excellence. With a robust background in management consulting, Mark has served in influential positions that emphasize his skills in organizational leadership and wealth management consulting. His tenure as a senior leader includes significant roles at HD Vest Financial Services, LPL Financial, Charles Schwab, and Wells Fargo, positioning him as a knowledgeable asset in today's financial landscape.
Education and Achievements
Mark's academic foundation is as impressive as his professional experience. He studied Political Science with Honors at the University of Portsmouth, fostering his analytical skills and critical thinking. He furthered his education through an MBA focusing on Organizational Leadership at San Diego State University, equipping him with essential management strategies tailored for the dynamics of the modern business environment. To enhance his executive capabilities, Mark also completed The General Management Program and the Executive and Board Information Technology Leadership Program at the prestigious Harvard Business School. Additionally, he has pursued studies at Kingsfield, which likely contributed to his broad understanding of leadership in various settings.
Career Highlights
Mark's career is characterized by roles that required high-level strategic insight and operational coordination. As an Executive Management Consultant, Mark specializes in guiding wealth management organizations through transformation and enhanced service delivery. His former role as Management Consultant and Interim Chief Operating Officer at HD Vest highlights his ability to navigate complex organizational challenges while driving performance improvements.
Prior to his consulting work, Mark also held significant internal roles such as Managing Director at LPL Financial, where he led strategic initiatives to improve client services and operational efficiencies. As Senior Vice President of Advisor Services at Charles Schwab, he was instrumental in developing programs that catered to the nuanced needs of financial advisors and their clients.
Mark's journey in the financial services industry began with a strong foundation at Wells Fargo, where he served as Vice President. His early experience with the BBC also showcases his diverse skill set, focusing on research and information gathering, which helps inform his decision-making process in the financial sector.
Through his practical experience and elite education, Mark has positioned himself as a thought leader in the industry, consistently advocating for innovative approaches to wealth management services. His combination of strategic insight and operational leadership enables him to effectively guide organizations as they adapt to an evolving marketplace.