Speaker Details
Speaker Name: Mark Palmer
Job Title: Managing Director
Company: Charles Schwab
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Mark Palmer is a managing director of business consulting for Charles Schwab. He helps advisors who are developing and growing their practices to address the full array of business issues they face.

Mr. Palmer has over 15 years of experience in the financial services industry. Before joining Schwab, he ran Comerica Bank’s Wealth and Institutional Management group in the Bay Area. Previously, he held a senior leadership role at Wells Fargo Private Client Services, heading strategy, marketing, training and financial planning. Early in his career, he was a financial advisor, advising on more than $130 million in assets for high-net-worth clients.

Mr. Palmer earned a bachelor’s degree from Claremont McKenna College, and both a law degree and a master’s degree in international finance and marketing from Georgetown University.