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LifeMark Achieves Yet Another Industry First !!


In June of 2013 LifeMark Securities became the first Broker/Dealer to complete firm wide training of the GFS curriculum.

GFS Designation (Global Financial Steward)

The GFS® is the first leadership and stewardship designation developed for the financial services industry. Designees have been trained on a new body of research called, LeaderMetrics®, which can be used to examine the effectiveness of a decision-maker serving in a critical leadership role. The LeaderMetrics® framework can be used to substantiate multiple professional standards of care, including a fiduciary, governance, project management, global wealth management, and life insurance best practices standard.

On November 5th the following LifeMark associates successfully completed the GFS exam and became the inaugural class of graduates receiving the GFS designation:


Katie D'Aprile Sara Berkowicz Linda Black Barry Bresin
Liz Casper Ronald Drake Mike Garofalo Alex Georgiev
Jim Hawryliak Todd Jessop Andy Kalinowski David Keogh
Jorge Lopes Brad Maikranz Tammy Mason Bill McMichael
Mike Minter Bruce Moar Celia Panzer Jim Prisco
Ellen Robinson Fred Scarpulla Rick Sowers Todd Lisetski





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