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MEMBER PROFILE

 

Mark Parker

BIP Wealth

 

Member profile details

Membership level
Atlanta Sponsor
First name
Mark
Last name
Parker
Title
VP - Strategic Growth
Company
BIP Wealth
 

XPX ROLE

Sponsorship Type
Silver
 

CONTACT INFORMATION

City
Atlanta
State
Georgia
 

PROFILE INFORMATION

Call me when
You need more than a traditional wealth manager. BIP Wealth is constantly working and consistently innovating to make your money go further.
Why I'm a member of XPX
To build a network of relationships to prepare and assist our business-owning clients for transitions.
Profession
  • Wealth Manager
Functional Expertise
  • Cash management
  • Charitable giving
  • Exit/Transition Planning
  • Family business
  • Fiduciary
  • Finance
  • Financial Modelling
  • Investments
  • Private equity
  • Private placements
  • Real estate
  • Retirement
  • Tax
  • Venture capital
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Energy/Utilities
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
Professional Certification(s)
CCIM
Transition Planning Certification or Methodology
CEPA
In Business Since
2019
How to contact
Call, text or email
Website
bipwealth.com
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