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Operations

Mark Carlson

Supervisor of Account Reconciliation

Mark is Breckinridge’s supervisor of account reconciliation. In his role, Mark manages various operational tasks such as withdrawals, deposits and corporate actions. He also reconciles cash balances and holdings for all client accounts. He has been with the firm since 2008 and has over 18 years of investment industry experience. Prior to Breckinridge, Mark was a senior data integration analyst with Fidelity Family Office Services. Before that, Mark was a search marketing specialist for iProspect, a search engine marketing firm. Mark began his career as a senior client service administrator with Investors Bank and Trust Company. He holds a B.S. in business marketing from the University of North Carolina at Greensboro.