Mario R.

Mario R. has extensive experience in finance and leadership roles. Mario is currently the Partner and Chief Executive Officer of Adviser Investments. Prior to this, they served as the Chief Financial Officer at Evolv Technology.

From 2019 to 2021, Mario held the position of EVP, CFO, and CRO at Edelman Financial Engines. In this role, they were responsible for managing the company's financial operations, including risk management and cybersecurity. Mario also had responsibilities in M&A, strategy, and analytics.

Before that, Mario worked at CVS Health, where they held multiple roles. Mario was the Chief Financial Officer of CVS Caremark, leading the financial operations of CVS Health's largest division. Mario also served as the Head of Corporate Development, where they played a crucial role in the company's $78 billion acquisition of Aetna.

Prior to their time at CVS Health, Mario worked at JP Morgan and Lehman Brothers in various investment banking roles.

Overall, Mario R. has a strong background in finance, risk management, M&A, and leadership, with experience in both the corporate and investment banking sectors.

Mario R. has attained a Bachelor of Arts degree in Economics from the University of Richmond. Mario pursued further education and completed an MBA in Finance at William & Mary. The specific years during which they attended these institutions are not provided, so no assumptions can be made about the duration of their education.