Mark Christensen

Mark Christensen has extensive work experience in the financial and investment management industry. Mark currently holds the position of Chief Compliance Officer at Merit Financial Advisors, where they oversee all compliance and regulatory interaction for the firm. Their responsibilities include developing and maintaining policies and procedures, managing branch examinations, and serving as a liaison for other departments and firm leaders.

Prior to their role at Merit Financial Advisors, Mark worked at Edelman Financial Engines as a Compliance Manager from 2014 to 2021. Mark was responsible for managing compliance activities and ensuring adherence to regulatory requirements.

Mark's earlier experience includes working at SteelRiver Infrastructure Partners as part of their Enterprise Risk Management and SEC Regulatory Compliance team. During their time there from 2009 to 2014, they conducted operational due diligence on target acquisitions, prepared risk assessments for portfolio companies, and integrated Environmental, Social, and Governance practices into asset origination and management.

Before joining SteelRiver, Mark was employed at Babcock & Brown, where they focused on operational risk management for infrastructure projects. Mark successfully mitigated FX risk in wind turbine purchases and identified major risks in the first large offshore wind turbine program in North America.

Mark has also held various roles within the JPMorgan Chase organization. Mark served as Vice President in the Investment Bank Operational Risk Management division from 2002 to 2007. Additionally, they held vice president positions in the Global Credit Markets and Asia Pacific Global Markets divisions. Mark also worked as an Assistant Vice President in Internal Audit and IT Audit.

Overall, Mark Christensen's work experience demonstrates their expertise in compliance, risk management, and financial operations within the financial and investment management industry.

Mark Christensen has a Bachelor's degree in Accounting from Michigan State University. In addition, they have obtained several certifications including the General Securities Principal Series 24, Uniform Combined State Law Examination Series 66, and General Securities Representative Series 7 from the Financial Industry Regulatory Authority (FINRA). Mark is also a Certified Public Accountant accredited by the Illinois Board of Examiners. Furthermore, Mark has certifications as a Sales Representative, Compliance Officer, and Branch Manager from the Japan Securities Dealers Association.