Mark Helliker

Before joining Realta, Mark provided executive consultant services to major players in the industry including Avantax, where he also served as interim COO. There he led brokerage operations, developed strategic plans and was a valued consultant to the CEO in his search for a permanent COO. Helliker has also been a Managing Director and Management Committee member at LPL Financial where he was responsible for an 1,800-person client service, operations, trading, transitions and risk management organization. During his tenure at LPL, he designed and launched a new service model that significantly increased client satisfaction, implemented the firm’s first productivity improvement program and oversaw LPL’s largest clearing platform conversion.

Helliker was also a Senior Vice President, Schwab Advisor Services, where he managed the 650-employee organization responsible for delivering operational excellence to 5,000+ RIA clients. He began his career in financial services at Wells Fargo Bank, where he rose to the rank of Vice President, ATM Banking Group.

He received a bachelor’s degree from the University of Portsmouth, Portsmouth, U.K., an MBA from San Diego State University and attended Harvard University’s General Management and Technology Management for Executives Programs.