Mike Coleman

Director, Senior Institutional Consultant

Experience and Education

Mike serves on the Workplace team, helping with strategy and sales for Mariner’s institutional offerings.

Prior to joining Mariner, Mike was vice president of sales and relationship management at C2FO, where he built and led the go-to-market strategy, including sales, marketing and relationship management. Before that, he worked at Charles Schwab as director of relationship management leading a team of relationship managers to cross-sell institutional product offers to increase assets under management.

Mike has a bachelor’s degree in finance and investments from Taylor University. He also has an MBA with a concentration in entrepreneurship from the University of Denver.

Personal Interests

Away from the office, Mike enjoys spending time with his wife and three children. He is active in his church, enjoys coaching kids’ sports, skiing and fitness and is a fan of the Kansas City Chiefs.

Mike’s Office

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