Osaic
Mark Matheny is an experienced technology solutions consultant with a career spanning over a decade in various roles within the financial services sector. Currently serving as Manager, Technology Solutions Consultant at Osaic since May 2019, Mark has previously held positions as Area Sales Leader and Director, Practice Development Consultant at Waddell & Reed from February 2018 to April 2019. Additionally, Mark worked as an External Technology Solutions Specialist at National Planning Holdings in 2017 and served as a Virtual Assistant & Technology Instructor at Investment Centers of America from March 2011 to January 2017. Mark began the career as a Senior Customer Service Associate at ING, specializing in Fixed Life Insurance Customer Service. Mark holds an Associate's Degree in Advertising & Marketing from Minot State University Bottineau.
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Osaic
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Osaic provides the support, resources, and community designed for the future of wealth management.