Mark Kolakowski
RESIDES IN
New Jersey
EDUCATION
Harvard College, The Wharton School of The University of Pennsylvania
EXPERTISE
Finance, market research, business strategy
Summary
Experience
In 14 years with Merrill Lynch, Mark had a leading role in designing state-of-the-art systems for profitability analysis and client relationship management, recognized as the most advanced on Wall Street, and which guided corporate strategy. Through this work, Mark gained thorough knowledge of the securities and wealth management products offered to individual investors. He later led market research and data mining efforts aimed at increasing the firm’s market share among high net worth investors.
Earlier, at AT&T, Mark developed a sales forecasting system based on financial models of key corporate clients, before moving into project analysis. As a management consultant with Touche Ross, which later merged with Deloitte, bank operations and mutual fund accounting were his particular areas of expertise. He offers career advice based on his experiences in this podcast.
Education
Mark received his MBA from The Wharton School of The University of Pennsylvania in finance and his Bachelor's from Harvard College, magna cum laude in economics.
Quote from Mark Kolakowski
"The surest route to building wealth is diligent saving, coupled with a disciplined, long-term approach to investing that ignores short-term market noise. Treat the pronouncements of so-called market gurus with healthy skepticism. Few have long independently-verified track records of predictive accuracy."
Latest from Mark Kolakowski
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