Investment Operations Specialist
Mark Milosovich isn’t simply joining Boyer & Corporon Wealth Management, but rather being welcomed home again after moving back to the Kansas City area from Atlanta, GA. Mark was a part of our team nearly 10 years ago and is now our Investment Operations Specialist, supporting Rich, Laura and Cory in the Portfolio Management department.
Mark’s ability and willingness to jump right into a project with his enthusiasm and experience makes him the perfect fit for the Investment Operations Specialist position. He is adept at “wearing many hats,” which requires strong organizing and prioritizing skills. Mark’s day begins before the market opens performing our Daily Download to update the data in our system with the previous day’s activity so our Portfolio Management team has the information they need to best serve our clients. Data maintenance, account reconciliation, report generation and trading activity assistance also fall on Mark’s shoulders. He plays a key role in measuring month-end performance and reconciling accounts for our family and institutional clients.
Prior to his return to our firm, Mark was a Registered Financial Services Representative for E*Trade Financial, assisting clients with product and service information, account deposits and withdrawals education and conducting online trades. He has vast experience in accounts receivable and collections, having worked for Hanjin Shipping Co., Robert Half International (Coyote Logistics) and Express Employment Professionals (Inveshare) where he was responsible for accounts receivable on hundreds of clients’ portfolios at a time.
Mark earned his Bachelor of Science in finance from Missouri State University and has held Series 7 and Series 66 financial licenses. Mark and his wife, Erin, will be making their home in Kansas City area.
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