Professional Overview
Mark Liston is a seasoned Director and Financial Advisor with a strong background in finance and accounting. Currently based in Louisville, Kentucky, he leverages his expertise to drive financial growth and stability for his clients. His key areas of expertise include financial planning, investment management, and tax advisory services, with a focus on the financial services industry.
Experience Summary
Current Role
As the Director/Financial Advisor at Baird, a role he has held since 1990, Mark is responsible for providing comprehensive financial advice to individuals, corporations, and institutions. His key responsibilities include investment management, financial planning, and wealth management. Throughout his tenure, Mark has consistently delivered high-quality services, resulting in long-term client relationships and a strong reputation in the industry.
Career Progression
Prior to his current role, Mark worked as a Certified Public Accountant at Coopers & Lybrand from 1988 to 1990. This experience laid the foundation for his future career in financial advisory services, equipping him with a deep understanding of accounting principles, tax laws, and financial regulations.
Academic Background
Unfortunately, information regarding Mark's educational background is not available.
Areas of Expertise
Mark's expertise spans several areas, including:
- Financial planning and wealth management
- Investment management and portfolio analysis
- Tax planning and advisory services
- Leadership and team management
Professional Impact
While specific details on notable projects or initiatives are not provided, Mark's longevity and success in his role as Director/Financial Advisor at Baird suggest a significant and positive impact on his clients' financial well-being and the growth of the company.
Conclusion
Mark Liston's professional trajectory is marked by stability, growth, and a commitment to delivering exceptional financial advisory services. Currently, his focus remains on providing tailored financial solutions to his clients, leveraging his expertise to navigate complex financial landscapes. His value proposition lies in his ability to combine deep financial knowledge with personalized service, making him a trusted advisor in the financial services industry.
