Mark C.

Mark C. has a diverse work experience spanning various roles and companies. Mark started their career as a Financial Planning Intern at LVM Capital Management in 2012. In 2013, they worked as a Financial Services Professional at MassMutual Southeast Michigan. In 2014, Mark joined JPMorgan Chase & Co. as a Relationship Banker for a brief period until August. Following that, they joined Neuberger Berman as an Internal Advisor Consultant from August 2014 to April 2017. Mark then transitioned to the role of Client Portfolio Analytics Analyst from April 2017 to December 2018. Lastly, Mark served as a Client Portfolio Analytics Associate at Neuberger Berman from December 2018 to February 2021. Currently, they are employed at Grandview Analytics as a Senior Analyst since February 2021.

Mark C. attended U of D Jesuit High School from 2004 to 2008. After completing high school, they went on to pursue their undergraduate education at the Western Michigan University - Haworth College of Business, specializing in Finance and Economics. Mark studied at this institution from 2008 to 2013, although the exact degree they obtained is not specified.

In terms of additional certifications, Mark C. received the Certified Financial Modeling Specialist certification from the Finance Training Society in February 2016. Additionally, they obtained the Chartered Alternative Investment Analyst (CAIA) certification from the CAIA Association in October 2016. It is also mentioned that they passed Level I of the CFA Program, although the specific details regarding when this was achieved are not provided.