Parametric
Mark Lobbestael has extensive experience in client relations and operations within the financial services sector. Since December 2015, Lobbestael has served as a Client Relations Associate at Parametric, focusing on client engagement and operational processes. Prior roles include Compliance Manager at Snider Financial Group, where responsibilities spanned office management and client interactions, and Team Lead at Edward Jones, overseeing mutual fund operations. Earlier in their career, Lobbestael worked as an Investor Information Specialist at Vanguard and as a Stock Broker at Charles Schwab, where client services and trading were central to their duties. Lobbestael holds a degree from Black Hills State University, earned between 1995 and 1999.
Parametric
1 followers
Parametric partners with advisors, institutions, and consultants to build portfolios focused on what’s important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer alternative strategies to complement clients’ core holdings.