Mark Barrett

VP, Finance @Trumark Credit Union

Philadelphia, PA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Dec 2023 — Present

VP, Finance @Trumark Credit Union

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EDUCATION

2007 — 2007

University of St Andrews

International Relations

2004 — 2008

Babson College

B.S., Finance

SKILLS

Financial ModelingFinancial AnalysisBusiness StrategyRisk ManagementInvestmentsManagementBloombergPortfolio Management

ABOUT MARK BARRETT

Data-driven finance strategist known for significantly increasing Return-on-Equity (ROE), supporting strategic initiatives and high-value partnerships, and managing expense growth. Chartered Financial Analyst (CFA) with extensive experience in financial analysis, risk management, and optimizing operational efficiency. Altruistic mentor with a proven track record of developing and fostering strong, diverse teams and leading high-performing professionals. Insightful finance professional skilled in evaluating merger, acquisition, divestiture, and partnership possibilities, overseeing due diligence and integration.

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Mark Barrett — VP, Finance at Trumark Credit Union in Philadelphia, PA, US | Unifers