Mark Overton

Background

About Mark Overton

Seasoned professional with diverse experience across investments, analysis, operations and strategy. • Investment knowledge and performance monitoring across multiple asset classes; real estate, private equity, retirement plan assets and publicly traded securities. • Analysis of companies/sectors/markets, specific deals, legal issues, information distillation and acquisition due diligence review. • Operations experience includes, improving processes and procedures, contracts and agreements, presentation creation and delivery, creating custom tools, project management, compliance reporting, regulatory research, staff training and platform migration. • Strategic initiatives and pricing studies for company growth and right sizing. Ability to learn new disciplines and adapt appropriately to new environments. Values include a commitment to quality, ongoing personal growth and serving others.