Mark R. Perry is Senior Vice President of Brokerage Operations at Winslow, Evans & Crocker, Inc. His fifteen-plus years of industry experience include a strong knowledge of operations and compliance with a focus on providing outstanding client service. Mark leads a team responsible for supporting clients and representatives, and ensuring seamless back office operations.
He also serves as the firm’s Anti-Money Laundering Officer where he directs the company’s efforts to protect clients and representatives from fraudulent activity, and is responsible for ongoing staff education.
Prior to joining Winslow, Evans & Crocker, Inc., Mark worked as a compliance specialist and managed a proprietary mutual fund trading group at American Express Financial Advisors.
Credentials and Professional Background
175 Federal Street, Boston, MA 02110
Ph: (617) 896-3500 Fax: (617) 227-5505
Toll-free: (800) 556-8600
clientservices@e-winslow.com
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