Mark Standard

Experience

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  Merrill Lynch

  Sept 2004 - Nov 2006

  Marketing Manager
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  Wells Fargo Advisors

  Dec 2006 - Oct 2011

  Senior Vice President - Branch Manager
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  PNC Wealth Management

  Jun 2012 - Jun 2015

  Vice President
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  TIAA

  Jun 2015 - Apr 2019

  Director, Wealth Management
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  J.P. Morgan

  Apr 2019 - Aug 2022

  Executive Director
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  UBS

  Aug 2022 - May 2024

  Executive Director
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  M3Standard LLC

  Jan 2024 - now

  Managing Partner

  Real Estate Investment and Development – create innovative and sustainable properties in the residential sector. Identify and analyze real estate investment opportunities. Monitor real estate projects from conception to completion. Evaluate financing options, cashflow projections and investment proposals. Identify trends and risks. Monitor collaborative relationships with contractors, architects, engineers, designers, marketing and sales operations. Report on project performance.

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  Peake Financial

  Apr 2024 - Aug 2024

  Executive Vice President - Wealth Management

  Consulting - private client investment advice, asset protection, and financial planning. Focused on helping families through investment decisions, trust and estate planning.

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  Truist

  Apr 2024 - now

  Premier Banker

  Primary Relationship Manager for a portfolio on financially complex clients. Utilize financial strategies and concepts to provide integrated solutions including investments, lending, banking, legacy planning and risk mitigation strategies.