Our associates:

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

• Earned Bachelor of Science in Marketing degree from Bentley University and an Associates degree in Business Management from the University of Maine
• FINRA General Securities Principal (Series 6, 7, 24, 63, 65, 99)
• Active member of the Association of Certified Anti-Money Laundering Specialists – ACAMS®
• Frequent contributor to the development of FINRA’s industry continuing education materials
• Volunteer facilitator for Talk Time, a conversation class for English language learners