Marc is a Client Service Administrator with AdvicePeriod. In this role, he helps out with the operational process for all internal and external clients.
Before joining AdvicePeriod, Marc was a Client Account Coordinator at Fisher Investments, where he assisted in controlling the onboarding process for all new clients.
Marc graduated from Washington State University back in 2019 with a Bachelor of Arts degree in Finance. During his time at WSU, he participated in the Investing Club, helping the team purchase various securities to grow the WSU portfolio. Marc enjoys playing basketball, working out, and spending time with family and friends during his free time.