Sharon Marks

Phone: 781.304. 4084
Email: sharon.marks@argonauticapwm.com

Sharon serves as Operations Associate for Argonautica Private Wealth Management, Inc. She assists our clients through the new account opening process, transacts cash and securities transfers, gifting transactions, distributions and income payments, account updates, assists clients in managing their Access Online portal, and handles client requests and scheduling of Investment Review Meetings.

Sharon joined us with over 23 years of dedicated experience as a Financial Specialist at SS&C Retirement Solutions where she demonstrated a record of consistent growth and adaptability within her Defined Contribution Services roles. She began her career as a payroll specialist and advanced to a Client Relations team where she took initiative while demonstrating her work ethic through operational tasks and managing service terminations. Her commitment to delivering exceptional customer service and leading complex projects has established her as a subject-matter expert in daily administration.

She had also played a key role in the Plan Abandonment ERISA program. She had served as a mentor and trusted resource to her peers, fostered team development and collaboration. Her professional journey reflects a strong record of leadership, reliability, and a passion for supporting both clients and her teammates. Prior to joining SS&C, she gained invaluable experience both at Bank Boston and State Street Bank where she built a solid foundation in financial operations.

Sharon graduated from the University of the West Indies, along with industry certifications that reflect a dedication to ongoing professional development. She currently lives in Quincy with her husband Paul and her three children – Shelly, Brian, and Brendan. She is also proud to have three granddaughters Lex, Pate, and Annabelle. Outside of work she enjoys spending quality time with family, travelling, shopping, taking walks, and loves gardening. Sharon has a passion and true dedication to volunteering and going the extra mile.