Experience and Education
Mark provides service to plan sponsors and plan participants. He is a resource to plan sponsors, assists with employee education meetings, and leads other projects focused on benefiting clients.
Mark’s prior experience includes being a Personal Banker at Cobalt Credit Union. He solved everyday issues while supervising the teller line, delivered excellent customer service, and maintained ongoing relationships. Before that, he worked as a Client Service Associate for Barney Financial Services.
Mark has a bachelor’s degree in finance from the University of Nebraska at Kearney.
In his free time, Mark enjoys lifting weights, cryptocurrencies/NFTs, cheering on the Los Angeles Lakers, going on walks, and playing with his mini Goldendoodle.