Mark Hansen, CIMA®, has extensive experience in the financial services industry, serving in various roles since graduating with a Bachelor of Business Administration in Finance - Investments from the University of Wisconsin-Eau Claire in 1998. Career highlights include positions at Charles Schwab as a Business Development Specialist, TD Ameritrade as a Private Client Services Relationship Manager, and E*TRADE Financial Corporation as Director of Sales Distribution and later Director of Investment Strategy. Mark also held roles at Morgan Stanley as Executive Director and Vice President in the Global Investment Office, and at Bank of America Merrill Lynch as AVP, Financial Solutions Advisor. Most recently, Mark has been appointed Program Manager - Practice Management at PlanMember Financial Corporation, with a previous role as Vice President of the Private Client Division at Genter Capital Management.
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