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Mark Bucciere

Eastern Regional Sales Director at PlanMember

Mark Bucciere, CIMA®, CPFA®, has extensive experience in the financial industry. Mark is currently serving as the Eastern Regional Sales Director at PlanMember Financial Corporation since March 2021. Prior to this, they worked at PNC Capital Advisors as the Managing Director, National Accounts from April 2010 to November 2019. During their tenure, they played a key role in expanding the distribution of investment services and managing significant third-party distribution relationships.

Before joining PNC Capital Advisors, Mark Bucciere held the position of Director of Sales and Marketing at Citizens Bank Wealth Management (now Huntington Bancshares) from January 2004 to April 2010. Mark exhibited exceptional management skills in increasing sales by over 90% in the first year and achieving a compound annual growth rate of 36% in net income.

Earlier in their career, Mark Bucciere held multiple roles at Bank One (now JPMorgan Chase & Co.). From 2002 to 2004, they served as the Regional Investment Executive, managing investment teams and implementing sales management practices. Prior to that, from 1999 to 2002, they worked as the Senior Vice President - Market Business Manager - Private Client Services, where they provided comprehensive financial planning services to affluent clients and led a team of professionals.

Mark Bucciere, CIMA®, CPFA®, holds a Bachelor of Business Administration (B.B.A.) degree with a focus on Marketing from Ohio University. Additionally, they obtained the Certified Investment Management Analyst® (CIMA®) certification from the Investments & Wealth Institute in 2013 and the Certified Plan Fiduciary Advisor® (CPFA®) certification from the National Association of Plan Advisors in 2022. In terms of other certifications, Mark has acquired the Series 24 - General Securities Principal, Series 63 - Uniform Securities Agent, Series 65 - Uniform Investment Adviser, and Series 7 - General Securities Representative qualifications.

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