Mark Fenske
Wealth Strategist @Umpqua Bank
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WORK HISTORY
Wealth Strategist @Umpqua Bank
Portland, OR, US
Responsible for deepening existing relationships and developing new relationships by taking a holistic view of issues and needs and then creating strategies to provide education and solutions to provide value based on a collaborative, team approach. Duties include working with branch and commercial partners to identify existing clients and new prospects who will benefit from a broad range of Bank solutions. Wealth Advisors also work in collaboration with internal and external partners to help educate clients and prospects about a wide range of issues and potential problems that are important to their wellbeing. Where appropriate, the Wealth Advisor will coordinate the presentation of potential solutions. Extensively communicate with clients and their advisors Discuss general topics in overall investment performance, economic issues, and market trends Present financial planning options and opportunities to clients Directly consult with attorneys, accountants, and other advisors on a wide range of wealth issues Plan, facilitate, and present at client meetings Discuss client investment objectives, including risk tolerance, asset allocation, and cash requirements Discuss the general merits of various investment plans Translate investment policy to individual investment objectives Communicate commonwealth solutions with clients and prospects, providing education around potential solutions Provide alternative investment ideas for clients Assist investment transition for new clients when appropriate
EDUCATION
Northcentral Technical College
Associate's, Electronics
ABOUT MARK FENSKE
Wisconsin native Mark Fenske traded the frozen tundra for Oregon’s rain in the spring of 2008 to begin a career in the financial services industry. A quick study, Mark learned early on the power of connections by developing a network of professionals in complementary industries and uses those contacts to enrich the lives of his clients.Leveraging a background in technology and education, Mark excels in distilling complex subjects into easily understandable concepts while avoiding industry buzzwords and jargon. He is especially passionate about trust/estate planning, life insurance, deferred/executive compensation, long-term care, retirement planning, and buy/sell agreements.
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