Mark Bourgeois

Experience

• 

  MB ADVISORY GROUP

  Apr 1999 - Dec 2008

  President/Founder

  2008[MB Advisory Group was a full service estate and financial planning firm. www.avacarfinancial.com; Designed and launched estate and financial planning firm to provide wealth management and retirement planning services to mid- to high-wealth clients. Designed sales and marketing programs executed through a team of independent brokers. Directed operations including the recruiting and training of new representatives and brokers; consulted with sales team and provide leadership development. Accomplishments: Engaged by companies (Camarda Financial, Farm Bureau, etc) to build/develop their sales teams.Provided CE seminars for professionals (agents, attorneys, CPAs, etc.) seeking licensure renewal. Mark Bourgeois Show less

• 

  Avacar Financial (formerly MB Advisory Group)

  Apr 1999 - now

  President/Founder

  Design and execute sales and marketing programs for the delivery of financial planning and estate management services with a team of 18 independent brokers located primarily in New England. Direct operations including the recruiting and training of new representatives and brokers; consult with sales team on new products and provide leadership in building client base. Guide the execution of sales initiatives that help clients preserve their wealth by minimizing erosion caused by taxes, market fluctuations and other unpredictable events. Highlights: Exceed recruiting and targeted production goals, increasing sales by 30% within 3 years. Orchestrated the growth of the company from start-up to $30M in assets under management. Show less

• 

  International Planning Group

  Mar 2011 - Mar 2015

  Vice President EMEA

  International Planning Group (IPG) is recognized as a leader in the development of life insurance based wealth structuring and transfer planning solutions for affluent individuals and executives of multi-national companies as well as a leader in designing executive benefit solutions for companies worldwide.