See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bio

Generated by
Topline AI
Mark Robinson is a seasoned financial expert with 40+ years of experience in financial planning, investments, and consulting. He holds a BA in Psychology and English from Vanderbilt University and is a Certified Financial Planner. Mark has worked with various companies, including Ameriprise Financial, Cascade Coaching and Consulting, and Watervap, LLC, providing strategic financial planning, investment advisory, and business coaching services.

Credentials

  • Certified Financial Planner
    International College Of Financial Planning

Experience

    • Business Coach and Consultant
      • Oct 2017 - Present
      • Pacific Northwest

    • United States
    • Financial Services
    • 700 & Above Employee
    • Franchise Consultant (current)
      • 1984 - Present

      See Experience noted below

    • Franchise Field Vice President
      • Jan 1999 - Feb 2010

      See Experience noted below

    • Senior Financial Advisor- District Manager
      • Jun 1995 - Jan 1999

      See Experience noted below

    • Division Manager- Division Vice President
      • Aug 1989 - Jun 1995

      See Experience Noted below

    • Financial Advisor, National Insurance and Financial Planning Trainer
      • Oct 1984 - Aug 1989

      See Experience noted below

    • Franchise Consultant @ Cascade Coaching & Consulting
      • Feb 2010 - Present
      • Pacific Northwest

      In 2010, Mark made the transition from corporate leadership back to his roots as a coach and consultant. He focuses on helping individuals and Teams of financial services professionals grow their businesses through client centered and values based approach…. creating a “Habitat for Entrepreneurs” for advisors and their clients to thrive.As a Business Coach and Consultant, Mark helps advisors 1) Providing Clarity of Thought and Focus2) Providing Tactical Ideas and Solutions3) Providing Mutual Accountability4) Creating a Meaningful, Useable Business Plan with/for the Advisor Client5) Following a Structured Coaching/Consulting Tactical Implementation PlanMARK R. ROBINSON STRATEGIC FOUNDATIONVALUES: Family, Health, Wealth, Adventure, Making a DifferencePRIMARY AIM:1. To be a person satisfied w/ my success, accomplishments, Financial well- being and health....2. Living in balance with self, Family and others...in terms of relationships, time and positive impact3. Being viewed as someone of value to others

  • Watervap, LLC
    • Houston, Texas Area
    • Partner and CEO
      • Oct 2011 - Sep 2014
      • Houston, Texas Area

      Through Watervap's unique, environmentally sensitive brine disposal system.. Our Mission: 1) To serve as a key participant in America's drive to secure the recovery of critical resources on the path to ENERGY INDEPENDENCE.2) To bring innovative, patented and cost effective thermal process technologies to a wide variety of industries solving their WASTE WATER PROBLEMS.3) To resolve oilfield brine disposal problems with with environmentally sound solutions that RECOVER CRITICAL RESOURCESVisit: www.watervap.com

  • Greyhound Temporary Personnel
    • Dallas/Fort Worth Area
    • Branch Manager
      • Oct 1983 - Aug 1984
      • Dallas/Fort Worth Area

      See Experience noted below

  • Medical Personnel Pool
    • Dallas/Fort Worth Area
    • Branch Vice President
      • Aug 1979 - Sep 1983
      • Dallas/Fort Worth Area

      See Experience noted below

  • Pillowtex Corporation
    • Greater Atlanta Area
    • Factory Manager
      • Aug 1975 - Jun 1979
      • Greater Atlanta Area

Education

  • 1971 - 1975
    Vanderbilt University
    BA Psychology and English, Child Psychology, Modern Literature and Poetry
  • 1971 - 1975
    Vanderbilt University
    B.A. Psychology and English, Psychology and English

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles