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ROLE WITH COMPANY
Mark is the Manager of our GreenTrader Retirement Plan Services,
click
here. He has many years of successful experience in retirement
plan services from his career at Fidelity.
Mark is based in the North East and he also works on the Jaren Durham
CPA, trader tax team.
WORK EXPERIENCE
Mark has 22 years of financial services and securities experience. He has an in-depth knowledge of financial products, securities operations, and reporting. His experience includes directing Fidelity Investments specialized customer consulting division for tax reporting and complicated matters relating to retirement plan reporting and requirements. Mark leverages this background as it relates to tax preparation and the reporting of securities transactions.
Fidelity Investments, Boston MA, 1986-2008
EDUCATION
Masters of Business Administration, Brigham Young University Marriott School of Management, Provo UT (1992)
Beta Gamma Sigma National Honor Society
Cumulative GPA 3.79
Marriott School of Management Society Member
Bachelors of Science, Business Finance, University of Utah, Salt Lake City UT (1986)
Leadership Scholarship recipient
Beta Sigma Business Honor Society
Financial Management Association
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