TruMark Financial Credit Union
Mark Barrett, CFA has a diverse work experience spanning over 18 years. Mark is currently the VP of Finance at TruMark Financial Credit Union since December 2023. Prior to this, Mark held various roles at TD Bank from 2008 to 2023. Mark'spositions at TD included VP of Finance, Lead of Corporate Strategy, Finance Lead of Residential Lending, Senior Product Manager of Small Business Strategy, Senior Financial Analyst of US Strategy & Corporate Development, Financial Analyst of Financial Planning & Analysis, and Financial Analyst of Operations. In 2008, Mark also had a brief internship as a Venture Capital Intern at CEI Community Ventures. Before that, they worked at Ameriprise Financial as a Paraplanner/Lead Intern from 2005 to 2008, and as an Executive Portfolio Manager at Babson College Fund from 2007 to 2008.
Mark Barrett, CFA earned a Bachelor of Science degree in Finance from Babson College in 2008. Mark also attended the University of St Andrews for a brief period in 2007, where they studied International Relations. Additionally, Mark Barrett holds the Chartered Financial Analyst certification.
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TruMark Financial Credit Union
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TruMark Financial is one of the strongest, most progressive credit unions in the nation, offering a full range of banking, investing, and insurance services to more than 117,500 members in Southeastern Pa. Founded in 1939, TruMark Financial is headquartered in Fort Washington, Pa., and has approximately $2 billion in assets through its 23 branches, Member Service Center, and a suite of innovative online services.