Mark Mcmahon

Mark Mcmahon Email and Phone Number

Business and Technology Program Manager @ Envestnet | Implementations and Project Management Leader @ Envestnet, Inc
Mark Mcmahon's Location
Portland, Oregon, United States, United States
Mark Mcmahon's Contact Details

Mark Mcmahon personal email

Mark Mcmahon phone numbers

About Mark Mcmahon

As a Program Manager at Envestnet, I provide cross-functional leadership for new technology products and strategic product-focused initiatives. I work closely with product managers and senior management to define the go-to-market strategy, product and operational requirements, and execution timelines while partnering with engineering teams to identify and mitigate development risks. In my role, I also partner with marketing, training, and support teams to align product delivery with internal and client-facing launch activities. Throughout the initiative, I communicate regularly with senior leadership on program status, facilitate resolution of business/technical tradeoffs, and mitigate program risks. I have more than 15 years of experience in the financial services industry, spanning investment and financial planning, insurance and annuity, institutional asset management, banking, and mortgage lending.I excel at thinking and executing strategically and tactically, consulting with management to improve efficiency, eliminate pain-points, and reduce risk. I am comfortable leading and collaborating with remote/distributed teams across the US and globally. I have polished writing and public speaking skills, with extensive experience presenting to and influencing executives, managers, clients, vendors, and staff.

Mark Mcmahon's Current Company Details
Envestnet, Inc

Envestnet, Inc

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Business and Technology Program Manager @ Envestnet | Implementations and Project Management Leader
Mark Mcmahon Work Experience Details
  • Envestnet, Inc
    Program Management Director
    Envestnet, Inc Mar 2024 - Present
    Berwyn, Pennsylvania, Us
    Lead go-to-market initiatives for new platform functionality, 3rd party integrations, platform extensions and new products, and drive stategic special projects. Provide ongoing consultation to business and product leadership including defining product roadmaps, driving internal readiness, mitigating adoption risks, and planning customer/client launch strategy.
  • Envestnet, Inc
    Client Implementation Manager
    Envestnet, Inc Jan 2022 - Mar 2024
    Berwyn, Pennsylvania, Us
    Drive the onboarding and integration of investment firms onto Envestnet's platform of financial technology & wealth management tools, ultimately transitioning teams into business as usual. Lead client-facing discovery and project planning, and coordinate project delivery with Envestnet's internal client support, operations, and technology teams. Responsible for managing a portfolio of concurrent projects including client onboarding/implementation and internal strategic initiatives.
  • Resility Financial, Inc.
    President And Investment Advisor
    Resility Financial, Inc. Feb 2017 - Jan 2021
    Built and sold a registered investment advisory practice providing personalized financial advice to 75 families. Designed all business processes, marketing/business development activities, and compliance programs. Developed client financial plans focused on retirement income and risk management (including investment selection, asset allocation, insurance strategies, lifetime income/annuity planning, and long term care planning).
  • Oaktree Capital Management, L.P.
    Avp / Project Manager
    Oaktree Capital Management, L.P. Mar 2010 - Feb 2017
    Los Angeles, Ca, Us
    Drove complex, cross-functional programs and projects to improve operational efficiency and quality while reducing risk for a global institutional investment management firm. Areas of focus included client relations, client reporting technology, and operational risk management.
  • Los Angeles Times
    Senior Project Manager
    Los Angeles Times May 2008 - Mar 2010
    El Segundo, California, Us
    Managed special projects within the Publisher’s Office focused on cross-functional strategic, operational and revenue-generating projects for the leading integrated news media brand serving the Southern California market.
  • Bank Of America
    Project Manager
    Bank Of America May 2006 - May 2008
    Charlotte, Nc, Us
    Led multiple cross-functional teams in process improvement and business-technology projects as a manager on the bank's internal consulting team with an emphasis on residential mortgage lending and banking operations.
  • Us Army
    Captain
    Us Army May 2000 - May 2004
    Arlington, Virginia, Us
    Held progressively complex leadership roles for a combat support organization of 600+ soldiers and contractors providing maintenance, logistics, and aviation support services. Ultimately served as the organization’s head of operations and planning, coordinating combat deployments and training for over 1,000 soldiers. Previously directed maintenance and supply chain operations for a 150 person team, having formerly served as executive officer and platoon leader.

Mark Mcmahon Skills

Leadership Military Risk Management Financial Planning Retirement Income Strategies Alternative Investments Insurance Planning Long Term Care Insurance Veterans Financial Services

Mark Mcmahon Education Details

  • University Of Southern California
    University Of Southern California
    Mba
  • Claremont Mckenna College
    Claremont Mckenna College
    Politics
  • Bellarmine Preparatory School
    Bellarmine Preparatory School

Frequently Asked Questions about Mark Mcmahon

What company does Mark Mcmahon work for?

Mark Mcmahon works for Envestnet, Inc

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

Mark Mcmahon's current role is Business and Technology Program Manager @ Envestnet | Implementations and Project Management Leader.

What is Mark Mcmahon's email address?

Mark Mcmahon's email address is ma****@****ail.com

What is Mark Mcmahon's direct phone number?

Mark Mcmahon's direct phone number is +1 213 830*****

What schools did Mark Mcmahon attend?

Mark Mcmahon attended University Of Southern California, Claremont Mckenna College, Bellarmine Preparatory School.

What skills is Mark Mcmahon known for?

Mark Mcmahon has skills like Leadership, Military, Risk Management, Financial Planning, Retirement Income Strategies, Alternative Investments, Insurance Planning, Long Term Care Insurance, Veterans, Financial Services.

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