Marc Patterson-Mik

Head Of Platform Operations at Cooper Parry Wealth

Marc Patterson-Mik has a diverse work experience in the financial industry. Marc started their career as an Accounts Assistant at The Car People in 2011. Marc then worked as a Pensions Administrator at Talbot & Muir Ltd from 2013 to 2014. Marc joined Cooper Parry Wealth in 2014 and held various roles. Marc began as a Senior Administrator, where they supported wealth planners and paraplanners in implementing and reviewing financial plans. Marc then became a Portfolio Team Manager before eventually becoming the Head of Platform Operations. In this role, they oversaw platform operations and ensured client investments were on track to meet their future goals. Additionally, Marc completed their MBA with a focus on data analytics and digital transformation during their time at Cooper Parry Wealth.

Marc Patterson-Mik completed their education at several institutions. In 2009, they obtained a Bachelor's degree in Accounting and Business/Management from Nottingham Trent University. Marc also attended West Bridgford Sixth Form from 2009 to 2011 and West Bridgford from 2002 to 2009, although the specific degree or field of study is unknown for these two institutions. In 2021, Marc received a Master of Business Administration (MBA) with a specialization in Data Analytics from Nottingham Business School at Nottingham Trent University. Additionally, they obtained several certifications including a CMI Level 7 Diploma from the Chartered Management Institute in 2021 and a Diploma in Regulated Financial Planning, a Certificate in Life and Pensions, and a Level 3 Award in Financial Administration (QCF) - Life from the Chartered Insurance Institute in various years.

Links

Peers

View in org chart

Timeline

  • Head Of Platform Operations

    October, 2022 - present

  • Portfolio Team Manager

    August, 2018

  • Senior Administrator

    November, 2014