Mark van Mourick Location
Dana Point, CA, US
Mark van Mourick Work
- 2007 - now Founder @ OPTIVEST FOUNDATION
- 2013 - now Co-founded a national REIT and took it public on the NYSE @ National Storage Affiliates
- 2007 - now Founder and CEO @ OPTIVEST FOUNDATION
- 2011 - now Founder @ Orange County Exit Planning
- 1987 - 2018 Founder and CEO @ Optivest Wealth Management
- 1987 - 2018 Founding Partner @ Optivest Wealth Management
- 1979 - 1987 Senior Vice President @ Smith Barney Citigroup
Mark van Mourick Education
- University of Southern California
Bachelor of Science (BS) (International Finance)
1974 - 1978 - University of Southern California
BS (Business Management)
1974 - 1978
Mark van Mourick Skills
- Investment Advisory
- Portfolio Management
- Wealth Management
- Estate Planning
- Accounting
- Private Banking
- Insurance
- Charitable Giving
- Concierge Services
- Succession Planning
Mark van Mourick Summary
Mark van Mourick, based in Dana Point, CA, US, is currently a Founder at OPTIVEST FOUNDATION. Mark van Mourick brings experience from previous roles at National Storage Affiliates, Optivest Foundation, Orange County Exit Planning and Optivest Wealth Management. Mark van Mourick holds a 1974 - 1978 Bachelor of Science (BS) in International Finance @ University of Southern California. With a robust skill set that includes Investment Advisory, Portfolio Management, Wealth Management, Estate Planning, Accounting and more. Mark van Mourick has 1 emails and 1 mobile phone numbers on RocketReach.
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Mark van Mourick
Founder at OPTIVEST FOUNDATION
Dana Point, CA, US15+
Top OPTIVEST FOUNDATION Employees
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Mark van Mourick
Founder at OPTIVEST FOUNDATION
Dana Point, CA, US15+
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