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Performance-driven Fiduciary Investment Advisor and Certified Estate Planner (CEP) with a proven track record of bridging the gap between comprehensive estate planning and active wealth management. Expert in conducting high-touch, in-home consultations to review revocable living trusts and implement holistic financial roadmaps that protect family legacies. A high-impact producer who generated over $1.2M in annuity sales within a six-month period while concurrently growing and managing client assets under an AUM model. Committed to the fiduciary standard, I excel at translating complex financial concepts into actionable strategies that drive client retention and significant portfolio growth.


  Experienced tax consultant with over 7 years of practice starting from preparing a typical tax return for clients, getting tax refunds, upto representing clients in assessments, preventive Department audits and helping clients in notices and summons. Dedicated professional with extensive knowledge of the tax provisions and ways to legally lower tax liability for clients. Committed to providing the best care to clients through transparent communication and timely preparation of taxes. Skilled in negotiation with a strong ability to problem solve to assist clients with tax problems. Skills
  Extensive education and training, including basic statutory registrations like Registration under Shops and Establishment Act, Employees Provident Fund, Employees Insurance Scheme, Group Gratuity, professional tax, and other compliances.
  Excellent communication and interpersonal skills to facilitate discussion with clients and appraising them on the applicable accounting principles, accounting standards and related direct (Income Tax) and indirect tax (GST) provisions, mandatory corporate compliances prescribed by MCA (Ministry of Corporate Affairs) and SEBI (Stock Exchange Board of India).
  Effective multi-tasker and organizer who can handle managing multiple clients even during the peak tax season.
  Strong instructing ability that allows me to educate clients on the tax sections, so they know the actions they need to take for a more efficient tax preparation process.
  Superior written and oral communication skills, which allow me to speak to clients in terms they can easily understand. Achievements
  Started my career as an Accounts Executive and helped a newly incorporated Company in building an effective accounting system
  Then progressed to Internal Auditor after gaining training and experience with well-known audit professionals and help clients in adopting internal control procedures in their entities. Was engaged as “Team Leader” and mentored n

Serviced-focused General Manager dedicated to delivering positive customer experiences to promote loyalty and repeat business. Orchestrates optimal resource utilization to handle expected operational needs. Sales leader with sound judgment, good planning abilities and interpersonal communication strengths.

To acquirerere a position that will allow me to utilize my portfolio management, business development, and asset management abilities.

Highly driven finance professional with a strong foundation in financial analysis and client advisory services. Equipped with practical BFSI experience and a B.Com background, aspiring to contribute to a forward-thinking financial organization by supporting strategic financial planning, building long-term client relationships, and driving sustainable business growth.

Dynamic Investment Advisor with a proven track record at Mandeville Private Client Inc., specializing in personalized investment strategies and portfolio management. Expert in financial advising and communication, I enhance client relationships and optimize asset allocation, driving significant growth in client satisfaction and retention. Committed to aligning investments with long-term financial goals.

Mark Palmer

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Investment Advisor

Investment Adviser

Education

Accounting

High School Diploma -

Bachelor of Accountancy - Accounting And Finance

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Investment Advisor

Investment Adviser

Accounting

High School Diploma -

Bachelor of Accountancy - Accounting And Finance

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