Mark is a Managing Director with the Mergers & Acquisition team at Whitman Advisory and leverages an extensive background in tax, accounting, and financial services operations. With over 30 years of experience, including serving as a managing partner of a CPA firm, he possesses a hands-on knowledge of firm management and a strong appreciation for the California and Arizona markets.
Mark’s leadership history includes senior roles at major global firms. He spent ten years with H&R Block, serving as General Manager of HRB Tax and Business Services and, prior to that, as President of H&R Block International, where he directed operations and M&A activity serving over 2.5 million clients worldwide. Earlier, after selling his own firm to American Express Tax and Business Services, he advanced to Vice President of Operations, overseeing acquisitions and integrations. This comprehensive experience informs his strategic guidance on mergers and acquisitions, practice management consulting, talent acquisition, and leadership training.