Since 2002, Mark has worked with financial institutions in the design, implementation, and administration of their non-qualified benefit programs and bank-owned life insurance (BOLI) portfolios. Prior to that, he worked several years in the Corporate and Investment Accounting departments at a large Life Insurance Company.
Mark has a bachelor’s degree in accounting from Bemidji State University and an MBA with an emphasis in Finance from the University of St. Thomas. He is a Certified Public Accountant (CPA) and is a member of the Minnesota Society of CPA’s. He holds the insurance designations of Chartered Life Underwriter (CLU), and Fellow Life Management Institute (FLMI). In addition, Mark has passed the series 6 and 63 qualifying exams with the Financial Industry Regulatory Authority (FINRA) and is a licensed insurance representative.
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