Mark Cloud

Mark Cloud has a diverse work experience in the financial sector. Mark started their career in 2000 as a Manager, Distributions and Group Insurance Programs at NADA Retirement Trust, where they worked until 2006. Following that, they joined Wells Fargo as a Vice President - Relationship Manager, managing large institutional retirement plan relationships. In 2010, Mark established their own investment advisory firm called Cloud Asset Management, LLC, where they served as the Principal and provided objective investment advisory services. In 2014, they transitioned to ADP Retirement Services as a Senior Retirement Counselor, providing strategic guidance to 401(k) plan participants. Lastly, Mark joined CAPTRUST in 2016 as a Senior Client Management Consultant and later became a Client Relationship Manager.

Mark Cloud has a Bachelor of Science degree in Public Policy/Economics from George Mason University. Additionally, they have obtained certifications in Series 6, Series 63, and Series 65 from FINRA. The specific years of obtaining the certifications and the completion date of their degree are not provided.