Mark Bean Email & Phone Number

Charlotte, Nc, Us

Provides independent compliance and operational risk oversight of Merrill online, Merrill mobile application and the suite of wealth management tools used by financial advisors to provide goal planning, investment proposals and performance reporting to clients and prospects. • Demonstrates the ability to build and deepen relationships with partners across multiple functions and channels to meet goals and improve outcomes • Engages in initiatives with eagerness and intellectual curiosity

New York, Ny, Us

Responsibilities included the strategy, execution and support of tools used for planning, proposal, performance reporting and review preparation, enabling Merrill Lynch Financial Advisors to deliver a Goals-Based Wealth Management practice to their clients and prospects. • Identified needs and opportunities, designed and validated concepts, developed and advanced business cases, analyzed and wrote requirements, prepared and managed project documents, and executed and presented results • Served as a primary liaison with program owners, business channel leaders, operations, technology teams, control partners (legal, risk, compliance) and subject matter experts

Helped Merrill Lynch Financial Advisors and U.S. Trust Private Client Advisors grow their practices by leveraging Merrill Edge offerings. • Positioned Merrill Edge as a resource for advisors by educating, coaching and sharing best practices • Top performer in team of 22 peers over position period for delivering on newly funded accounts (2,300+) and initial funding amount ($350MM+). Personal results were more than 15% greater than 2nd place peers in each metric

New York, Ny, Us

Coordinated the implementation and administration of processes for hiring, training, coaching and teaming/mentoring of >400 financial advisors in TX, NM and LA within their first 43 months at the firm in the Practice Management Development (PMD) program. • 1st in nation for PMD on target percentage in July through November • Developed productive, effective and influential relationships with members of the Market Team, Complex Directors, Complex Coordinators, Mentors and peers

New York, Ny, Us

Acquired and retained high net worth individuals/families, businesses and organizations as clients by establishing and maintaining relationships built on trust and integrity. • Worked as a fiduciary to clients while providing customized services including investment management, financial planning, asset protection, debt management and cash flow management • Leveraged the resources and specialists of Merrill Lynch and coordinated efforts with clients’ other trusted advisors, including attorneys and accountants to assist with tax, trust, philanthropic and estate issues, as well as wealth transfer strategies

After initiating departure from previous employer to focus on obtaining my MBA and planning a career change, I was recruited for two technology projects.· Subject matter expert to proprietary capital management firm on reducing latency of content used in algorithmic trading system· Defined and managed a project to overhaul information system and establish support processes for a private investment company

New York, Ny, Us

Managed enterprise technology projects to better service the vendors and customers while maintaining close relationships with all stakeholders. • Worked in and managed cross-functional teams to identify business opportunities/customer needs and developed and implemented technology solutions to meet those needs • Managed relationships with and maintained communication between customers, technology, sales, editorial and marketing to define, coordinate and execute project activities

Started a successful on-line store specializing in tropical clothing and apparel.• Created, implemented and maintained a business plan• Built relationships with customers and suppliers and negotiated contracts for bulkand/or customized product offerings• Developed a PHP application to dynamically generate website front-end from MySQLproduct and content databases• Integrated front office to a suite of COTS back office systems to support orderfulfillment, inventory tracking and accounting

Certificate, Environmental Steward Program

Mba, Management And Organizational Behavior

Bachelor Of Science In Business Administration, Computer Information Systems

Computer Engineering