Senior Investment Analyst
Current
Fairview Health Systems
Aug 2023 - Present
AeroLeads people directory · profile
Mark Knutson Email & Phone Number
Senior Investment Analyst
at
Fairview Health Systems
1 work email found
@usbank.com
3 phones found area 952 and 203
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Fairview Health Systems
Role
Senior Investment Analyst
Location
St Paul, Minnesota, United States
Who is Mark Knutson? Overview
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Quick answer
Mark Knutson is listed as Senior Investment Analyst at Fairview Health Systems, based in St Paul, Minnesota, United States. AeroLeads shows a work email signal at usbank.com, phone signal with area code 952, 203, and a matched LinkedIn profile for Mark Knutson.
Mark Knutson previously worked as Senior FX Trading Specialist at Lseg (London Stock Exchange Group) and Investment Account Research Specialist at U.S. Bank. Mark Knutson holds Bachelor Of Business Administration (Bba), Buisness Management from University Of North Dakota.
Company email context
Email format at Fairview Health Systems
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{first}.{last}@usbank.com
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AeroLeads found 1 current-domain work email signal for Mark Knutson. Compare company email patterns before reaching out.
Profile bio
About Mark Knutson
Highly-motivated investment professional with a passion for providing analytical investment recommendations based in qualitative research and quantitative financial modeling. Proven track record of identifying, planning, and implementing process-improving projects in a time/cost-effective manner. Advise wealth management advisors on all fee-based advisory questions including but not limited to; constructing asset allocation models, institutional fund availability/selection, harvesting client tax gains and losses, and facilitating asset movement between qualified and non-qualified accounts. A hard-worker with excellent communication, leadership, and problem solving skills. Extensive experience in brokerage trade execution reporting, FINRA trade validation processes, retrieval and analyses of FINRA-required trading data from large databases, and Best Execution trade order routing. Level I CFA candidate December 2020.
Listed skills include Retirement Planning, Retirement, Disability Insurance, Life Insurance, and 14 others.
Current workplace
Mark Knutson's current company
Company context helps verify the profile and gives searchers a useful next step.
Fairview Health Systems
7 roles
Mark Knutson work experience
A career timeline built from the work history available for this profile.
Senior Fx Trading Specialist
Oversee resolution of time-sensitive issues related to trade execution, trade confirmation, order entry, and reporting of trades to regulatory entities, which must be resolved immediately and/ or escalated to upper management. Drive client procurement by acting as a liaison with FX trading knowledge during consultation pitches between LSEG Sales Managers.
Jan 2020 - Aug 2023
Investment Account Research Specialist
- Advise wealth management advisors on all fee-based advisory questions including but not limited to; constructing asset allocation models, institutional fund availability/selection, harvesting client tax gains and losses, and facilitating asset movement between qualified and non-qualified accounts.- Identify, plan, and implement team specific.
Aug 2017 - Dec 2022
Consumer Credit Analyst
Analyze individuals credit bureaus, public record hearings, medical history, and corporate financials to accurately judge loan applications.
Dec 2015 - Aug 2017
Financial Representative
Working with clients to develop a long-term financial plan to satisfy their own personal goals and aspirations.Educate clients on the topics of life, disability, and long term care insurance so they can better understand how to manage their personal finances.Connect with clients to build a strong relationships and to provide them with a financial resource.
Apr 2013 - Sep 2015
Sales Associate
Worked in the computers and tablets department. Connected customers with products that align with their needs and desires. I am very knowledgeable in the topics of computer logistics and IT.
Jun 2013 - Aug 2013
Crc Assistant
As a member of the CRC team, I assisted in connecting with clients in need of new financial advisement, helped initiate the establishment of an online client filing system, and scanned client information into the new e-filing system.
Feb 2011 - Jan 2013
3 education records
Mark Knutson education
Bachelor Of Business Administration (Bba), Buisness Management
University Of North Dakota
Master'S Degree, Applied Economics
University Of North Dakota
Education record
Eagan High School
FAQ
Frequently asked questions about Mark Knutson
Quick answers generated from the profile data available on this page.
What company does Mark Knutson work for?
Mark Knutson works for Fairview Health Systems.
What is Mark Knutson's role at Fairview Health Systems?
Mark Knutson is listed as Senior Investment Analyst at Fairview Health Systems.
What is Mark Knutson's email address?
AeroLeads has found 1 work email signal at @usbank.com for Mark Knutson at Fairview Health Systems.
What is Mark Knutson's phone number?
AeroLeads has found 3 phone signal(s) with area code 952, 203 for Mark Knutson at Fairview Health Systems.
Where is Mark Knutson based?
Mark Knutson is based in St Paul, Minnesota, United States while working with Fairview Health Systems.
What companies has Mark Knutson worked for?
Mark Knutson has worked for Fairview Health Systems, Lseg (London Stock Exchange Group), U.S. Bank, Synchrony Financial, and Northwestern Mutual.
How can I contact Mark Knutson?
You can use AeroLeads to view verified contact signals for Mark Knutson at Fairview Health Systems, including work email, phone, and LinkedIn data when available.
What schools did Mark Knutson attend?
Mark Knutson holds Bachelor Of Business Administration (Bba), Buisness Management from University Of North Dakota.
What skills is Mark Knutson known for?
Mark Knutson is listed with skills including Retirement Planning, Retirement, Disability Insurance, Life Insurance, Fixed Annuities, Strategic Financial Planning, Mutual Funds, and Wealth Accumulation.
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