Mark Adamo
- Role
- Senior Vice President, Head of Participant Services at Ascensus
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Mark Adamo
With over 20 years financial services, I bring deep expertise in transformational…
Experience
Senior Vice President, Head of Participant Services
Jan 2022 — Present
Skills
- Process Efficiency
- Project Management
- Management
- Office Management
- Production Support
- Client Service Oriented
- Asset Management
- Business Analysis
- Project Scope Development
- Financial Services
- Microsoft Office
- Process Improvement
- Investments
- Crm
- Asset Allocation
- Operations Management
- Wealth Management
- Relationship Management
- 529 Plans
- Series 6
- College Savings Plans
- Project Planning
- Securities
- Strategic Planning
- Mutual Funds
- Operational Risk Management
- Product Development
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