As manager of product and due diligence for Pacific Oak Capital Markets, Mark oversees the performance reporting and analysis of current and past alternative investment offerings for the broker-dealer community. Mark partners with senior executives on product development and positioning strategy for a range of investment entities including non-traded REITs, Delaware Statutory Trusts (DSTs) and 1940 Act Funds. He also works closely with senior personnel at broker dealers and third-party due diligence providers in order to provide a thorough understanding of Pacific Oak offerings.
Mark has over 10 years of financial services experience. Prior to joining Pacific Oak Capital Markets, he served in a similar role as the product manager and due diligence analyst at KBS Capital Markets Group. Prior that, he was a sales desk manager at Realty Capital Securities, where he and his team marketed alternative investment products including REITs, BDCs, and LLCs within the independent broker/dealer channels.
Mark graduated from California Polytechnic University Pomona with a bachelor of science in business administration.