Effective planning protects your wealth while growing it in the process. Guarding yourself and your business against unexpected events is imperative and requires a comprehensive plan that evaluates all risk factors.
Attendees can expect to walk away with a basic understanding of:
***Please register by Monday, January 27 so we can have an accurate count for lunch.***
Current NextCorps clients: Contact Kate Leonard (firstname.lastname@example.org) about a special discount code.
Account Executive, Tompkins Insurance
As an account executive for Tompkins Insurance, Mark works with customers to identify the appropriate insurance products and risk management strategies to protect their business. Through Tompkins’ strong relationship with the nation’s leading insurance carriers, he can provide options to suit the unique needs and budget of each company.
Mark has 15 years of experience in the financial services industry and focuses on risk identification and mitigation. Utilizing a thorough review of individual businesses to fully comprehend the array of potential risks that business owners face, Mark is able to leverage various insurance products to minimize these risks.
His educational background includes both bachelor’s and master’s degrees in business administration from St. Bonaventure University. Prior to joining Tompkins, Mark was senior member of the Enterprise Risk Management division at The Bonadio Group in Pittsford, NY. He is a Licensed Property and Casualty Broker in New York State.
Mark has been an active volunteer with the Villa of Hope, is a director for the Conesus Lake Association, and a Board member for the National Alumni Association of St. Bonaventure University. He is also actively involved in the United Way of both Monroe and Livingston counties.
Mark resides with his wife, Pamela, in Penfield, NY.
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