Mark Laurent

Mark Laurent Email and Phone Number

Retired Investment Professional @ None
Mark Laurent's Location
Fort Wayne, Indiana, United States, United States
Mark Laurent's Contact Details
About Mark Laurent

Seasoned Investment Professional specializing in investment consulting and research for institutional clients. Proven experience in a variety of line and staff functions, including manager research, client service, product development, strategic planning and marketing, administrative management and systems development. Strong personal competence in teamwork, project management, communication and problem solving, as well as expert technical skills in pensions and investments. I have created, staffed and managed the manager/fund research functions at Lincoln National Corp and Fifth Third Bank.Areas of Expertise:Investment Consulting Process DesignProject Management Investment Manager AnalysisPension Product Management Strategic PlanningPerformance Measurement & Analysis Training and Presentations

Mark Laurent's Current Company Details
None

None

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Retired Investment Professional
Employees:
4480
Mark Laurent Work Experience Details
  • None
    Retired Investment Professional
    None Mar 2020 - Present
    United States
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  • Nationwide Financial
    Sr. Investment Consultant
    Nationwide Financial Nov 2005 - Feb 2020
    Columbus, Ohio Area
    Senior Investment Consultant Provide investment reviews to brokers and sponsors of non-qualified deferred compensation plans funded with corporate-owned life insurance (COLI). Provide sales support to wholesalers and brokers. COLI client base is 500 clients with $14B assets and $300M annual premium. Participate as a member of the team that selects and monitors funds for over $100B of Nationwide’s variable insurance products. Series 6 registered, 65 can be reactivated.Endorsements and recommendations received from my Connections were not solicited and they did not receive any form of compensation.
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  • Fifth Third Bank
    Director Of Manager Research
    Fifth Third Bank 2002 - 2005
    Cincinnati, Ohio Area
    Conducted search, due diligence and monitoring activities for funds offered to institutional and private clients. Scope: 25 fund companies and 125 funds. Provided support to institutional sales staff, including performance and competitive analysis. Tools include Zephyr StyleAdvisor, Morningstar Direct, Russell RPU, Mobius M-Search and Microsoft Office.
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  • Lincoln Financial Group
    Second Vp And Director Of Funds Management
    Lincoln Financial Group 1972 - 2002
    Fort Wayne, Indiana Area
    As leader of a research team, I created an investment consulting capability to select and monitor investment managers and funds within Lincoln’s variable life and annuity products. Scope: 15 fund companies and 80 active funds with $20B in assets. In 2001, funds averaged top third 3-yr category rank and added $200 million in value to clients compared to peer average.
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Mark Laurent Skills

Mutual Funds Annuities Due Diligence 401k Series 6 Series 65 Corporate Owned Life Insurance Asset Allocation Fixed Annuities Insurance Asset Management Pensions Variable Annuities Investments Life Insurance Retirement Financial Services 401 Retirement Savings Plans

Mark Laurent Education Details

Frequently Asked Questions about Mark Laurent

What company does Mark Laurent work for?

Mark Laurent works for None

What is Mark Laurent's role at the current company?

Mark Laurent's current role is Retired Investment Professional.

What is Mark Laurent's email address?

Mark Laurent's email address is md****@****aol.com

What is Mark Laurent's direct phone number?

Mark Laurent's direct phone number is +126041*****

What schools did Mark Laurent attend?

Mark Laurent attended Purdue University Daniels School Of Business, Purdue University.

What are some of Mark Laurent's interests?

Mark Laurent has interest in Horses, Exercise, Home Improvement, Shooting, Donor, Gourmet Cooking, Sports, Reading, Home Decoration, Health.

What skills is Mark Laurent known for?

Mark Laurent has skills like Mutual Funds, Annuities, Due Diligence, 401k, Series 6, Series 65, Corporate Owned Life Insurance, Asset Allocation, Fixed Annuities, Insurance, Asset Management, Pensions.

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