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Mark Munoz

Dowling & Yahnke


Speaker Bio

Mark Muñoz is the Chief Operating Officer and a Principal at Dowling &

Yahnke Wealth Advisors. Having joined Dowling & Yahnke in 2009, Mark is the Firm’s Chief Operating Officer and Chief Financial Officer, overseeing administration, marketing, technology, financial management, and operations. He earned a Master of Business Administration (MBA) degree from the University of Chicago and a Bachelor of Science degree from Miami University (Ohio), where he majored in Finance and graduated magna cum laude.



Mark has extensive and diverse experience in operations and business

leadership, including ten years managing capital markets businesses for

Bankers Trust, Lehman Brothers, and Bank of America in the U.S. and overseas. Prior to Dowling & Yahnke, he was co-founder, Chief Operating Officer, and Chief Financial Officer for an industry-leading wireless technology company.

 

Speaker Sessions