Mark Breheny, MBA
About Mark Breheny, MBA
Mark Breheny, MBA, is a Senior Representative - Licensed Representative at Ally in Lewisville, Texas, with extensive experience in finance and investment roles across various organizations.
Company
Mark Breheny is currently working at Ally as a Senior Representative - Licensed Representative. Since 2020, he has been based in Lewisville, Texas, United States. In his role, he is involved in managing client inquiries and trading strategies including margin, options, and buying power.
Previous Experience at USAA
Before his current role, Mark Breheny worked at USAA as a Licensed Investment Representative from 2019 to 2020. Based in Addison, Texas, he focused on providing investment advice and managing portfolios for clients, ensuring they received tailored financial solutions.
Experience at Farmers Financial Solutions, LLC
From 2018 to 2019, Mark Breheny was a Licensed Finance / Investment Specialist at Farmers Financial Solutions, LLC in Irving, Texas. He held this position for 9 months, focusing on investment products and providing financial solutions through a relationship-based approach.
Role at Generational Group
Between 2006 and 2017, Mark Breheny served as Vice President at Generational Group in the Dallas/Fort Worth Area. Over his 11-year tenure, he leveraged his expertise in due diligence and business planning to recommend and implement changes that enhanced organizational value.
Educational Background
Mark Breheny holds an MBA in Finance from Our Lady of the Lake University and a BBA in Finance from The University of Texas at San Antonio. His academic background has equipped him with a strong foundation in financial principles, which he applies in his professional roles.