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Mark Wilkins' Team: A Leading Broker at Merrill Lynch

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Presentation on theme: "Mark Wilkins' Team: A Leading Broker at Merrill Lynch"— Presentation transcript:

1 Mark Wilkins' Team: A Leading Broker at Merrill Lynch
Tiburon Research February 9, 2019

2 Mark Wilkins' Team Comments 2 Founded in XXXX Based in XXXX
Source: Tiburon Research & Analysis 2

3 Mark Wilkins' Team History
Mark Wilkins' Team was Founded in XXXX and Has Subsequently Evolved through its Early, Middle, & Recent Phases Mark Wilkins' Team History Mark Wilkins' Team Founded Mark Wilkins' Team Today Early Phase Middle Phase Recent Phase Approximate Dates: XXXX XXXX - XXXX XXXX - XXXX XXXX 2019 Key Steps: XXXX: Mark Wilkins' Team founded XXXX: -- XXXX: -- XXXX: -- Source: Tiburon Research & Analysis 3

4 Mark Wilkins' Team was Founded in XXXX
Comments Founded in XXXX Based in XXXX Source: Tiburon Research & Analysis 4

5 Mark Wilkins' Team is Not a Frequent Advertiser
Comments -- Source: Tiburon Research & Analysis 5

6 Mark Wilkins' Team Web Site
Mark Wilkins' Team Has a Web Site with XXXX Core Sections, Including __ Mark Wilkins' Team Web Site Mark Wilkins' Team Web Site -- -- -- -- - -- Source: Tiburon Research & Analysis 6

7 Mark Wilkins' Team Has a Charitable Giving Program
Comments -- Source: Tiburon Research & Analysis 7

8 Mark Wilkins' Team is Not a Frequent Acquirer
Comments -- Source: Tiburon Research & Analysis 8

9 Mark Wilkins' Team Has Employees
Source: Tiburon Research & Analysis 9

10 Mark Wilkins' Team Serves Clients
Source: Tiburon Research & Analysis 10

11 Mark Wilkins' Team Has Gathered Accounts
Source: Tiburon Research & Analysis 11

12 Mark Wilkins' Team Has an $___ Average Account Size
Source: Tiburon Research & Analysis 12

13 Mark Wilkins' Team Has Gathered Assets Under Administration
($ Millions) Source: Tiburon Research & Analysis 13

14 Mark Wilkins' Team Generates Revenues
($ Millions) Source: Tiburon Research & Analysis 14

15 Mark Wilkins' Team Earns $___ Million
Net Profits ($ Millions) Source: Tiburon Research & Analysis 15

16 Mark Wilkins' Team Provides a Number of Services, Including…
-- -- -- -- -- Source: Tiburon Research & Analysis 16

17 Mark Wilkins' Team’s First Service is ___
Comments -- Source: Tiburon Research & Analysis 17

18 Mark Wilkins' Team’s Second Service is ___
Comments -- Source: Tiburon Research & Analysis 18

19 Mark Wilkins' Team is Led by …
Organizational Chart -- -- -- -- -- -- Source: Tiburon Research & Analysis 19

20 Mark Wilkins' Team Has a Board of Directors Led by its Chairman…
-- -- -- -- -- -- -- -- -- -- Source: Tiburon Research & Analysis

21 Mark Wilkins' Team is Privately Owned
Comments -- Source: Tiburon Research & Analysis 21

22 Mark Wilkins' Team Has Assets
($ Millions) Source: Tiburon Research & Analysis 22 22 22

23 Mark Wilkins' Team Has Liabilities
($ Millions) Source: Tiburon Research & Analysis 23 23 23

24 Mark Wilkins' Team Has Shareholders’ Equity
($ Millions) Source: Tiburon Research & Analysis 24 24 24

25 Mark Wilkins' Team Earns … Per Share
Earnings Per Share Source: Tiburon Research & Analysis 25 25 25

26 Mark Wilkins' Team Declares … Dividends Per Share
Source: Tiburon Research & Analysis 26 26 26

27 Mark Wilkins' Team Has a … Dividend Yield
Source: Tiburon Research & Analysis 27 27 27

28 Mark Wilkins' Team’s Stock Price is …
Source: Tiburon Research & Analysis 28 28 28

29 Mark Wilkins' Team Has … Shares Outstanding
Source: Tiburon Research & Analysis 29 29 29

30 Mark Wilkins' Team’s Market Capitalization is …
($ Millions) Source: Tiburon Research & Analysis 30 30 30

31 Mark Wilkins' Team is Owned by ….
Ownership By Owner Source: Tiburon Research & Analysis 31 31 31

32 Mark Wilkins' Team’s Stock Volume is….
Source: Tiburon Research & Analysis 32 32 32

33 Tiburon Strategic Advisors
Comments Focus on corporate-level strategy Serve senior executives only at financial services companies Key services: market seminars, market research, & strategy consulting Served over 450 corporate clients and completed over 2,200 projects since 1998 Host semi-annual CEO Summits, offer free weekly research releases, and offer free business benchmarking tools for all types of advisors Chip Roame background McKinsey & Company Charles Schwab & Company Tiburon since 1998 Source: Tiburon Research & Analysis 33 33


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