Mark Loehr
Mark Loehr, CEO & founder of OpenExchange, is a seasoned leader with extensive experience in the financial sector. His vision for OpenExchange is driven by his ability to see where traditional financial services are enhanced by technological advancements. He was previously CEO of Soundview Technology Group and, through its acquisition of Soundview, an EVP of Charles Schwab Corp. Before Soundview, he was the head of investment banking of the firm’s predecessor, Wit Capital, the first online investment bank known for pioneering innovation to the distribution of IPOs. Earlier in his career, he was with Smith Barney and was president of Smith Barney Pacific, head of global equity sales and head of equity capital markets.
Authored articles
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Future-proof investor communications: A new era in earnings calls
How to meet today’s expectations and adapt to the challenges of tomorrow
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