Mark Wellman

Mark Wellman Email and Phone Number

Enterprise Growth Lead @ Feathery
Toronto, ON, CA
Mark Wellman's Location
Toronto, Ontario, Canada, Canada
Mark Wellman's Contact Details

Mark Wellman work email

Mark Wellman personal email

n/a
About Mark Wellman

As a passionate advocate for financial advisors, I specialize in helping firms scale their businesses, streamline processes, and strengthen client relationships. With a deep understanding of the unique challenges and opportunities in the financial services industry, I partner with advisors to implement strategies that drive organic growth and operational efficiency.I believe in the power of building meaningful connections, not just with current clients but also with the next generation of wealth. My approach focuses on creating tailored solutions that resonate with younger investors while maintaining the trust and loyalty of established clients. By leveraging innovative tools and insights, I empower financial advisors to expand their reach, enhance their service offerings, and foster long-lasting relationships.Let's connect and explore how we can work together to elevate your practice and achieve your business goals.

Mark Wellman's Current Company Details
Feathery

Feathery

View
Enterprise Growth Lead
Toronto, ON, CA
Website:
feathery.io
Employees:
26
Mark Wellman Work Experience Details
  • Feathery
    Enterprise Growth Lead
    Feathery
    Toronto, On, Ca
  • Bento Engine
    Director Of Advice Engagement
    Bento Engine Aug 2022 - Present
  • Bento Engine
    Growth Solutions Engineer
    Bento Engine Jul 2022 - Aug 2022
  • Travellingwellman
    Chief Travel Consultant & Location Photographer
    Travellingwellman Jan 2018 - Present
    Toronto, Canada Area
    - Developing content strategies on a weekly and monthly basis for Instagram, Facebook, and YouTube- Focused on creating content that drives engagement, website clicks, and subscriber growth- Working with clients to design bespoke travel plans and food tours for destinations around the world- Planning, shooting, and editing photo as well as video content- Skilled with the Adobe Suite (Photoshop, Lightroom, etc) and Final Cut Pro
  • Sonero.Ai
    Director, Growth & Partnerships
    Sonero.Ai Aug 2021 - Jun 2022
    Toronto, Ontario, Canada
    Deploying revolutionary AI technology to make meetings and client interactions better. Sonero delivers meeting insights, transcripts, and analytics to drive productivity and efficiency. Connect with me to learn how Sonero can improve your internal and external interactions.
  • Bjw Consulting
    Digital Business Development
    Bjw Consulting Dec 2020 - Aug 2021
    Toronto, Ontario, Canada
    I am helping businesses grow in a digital environment by developing engaging, bespoke websites that convert clicks into customers. I also help drive SEO strategy, Social Media Marketing, and eCommerce growth to help your business stand out from the rest.
  • Tastetoronto
    Copywriter & Photographer
    Tastetoronto Jan 2020 - Jan 2021
    Toronto, Ontario
    - Creating a wide variety of content for hundreds of thousands of monthly views- Responsible for researching, writing copy, editing, and shooting drool-worthy photos- Skilled in both quick-turnaround and long-form projects- Focused on creating real engagement with current subscribers and bringing in new visitors on a monthly basis
  • Rsa
    Regional Sales Manager
    Rsa Aug 2015 - Dec 2019
    Toronto, Canada Area
    - Responsible for driving growth by 8% YOY throughout my region by working with insurance brokerages to grow organic new business for both Personal and Commercial lines. - Increased overall profitability by 12% on top of growth resulting in over $3m in positive revenue for 2019.- Provided in-depth training, support, and strategy for over 80 brokerages in Ontario between $5m and $100m in size.- Developed Regional and National marketing campaigns with a cohesive digital and traditional media strategy.
  • Peaks Performance & Training
    Sales Effectiveness Consultant, Sales And Marketing
    Peaks Performance & Training Jan 2015 - Aug 2015
    Mississauga, Ontario
    Created a turn-key sales operation and a core marketing strategy for both local and national campaigns.Optimized business processes to reduce costs while driving profits.Responsible for setting up sales analytics to discover which group of potential clients can be targeted and how maximum sales potential can be reached with current clients.
  • Macmillan Science And Education
    Learning Solutions Manager
    Macmillan Science And Education Mar 2014 - Dec 2014
    Toronto, Canada Area
    Responsible for helping introduce technology and software into post-secondary classrooms across Ontario, Manitoba, and Saskatchewan.Highest producing member of my Regional Team - closed 2 of the largest sales in company history.Was able to implement strategies and marketing materials that resulted in immediate growth of marketshare in the region.
  • Medaxio
    Regional Account Manager (Ontario)
    Medaxio Oct 2011 - Mar 2014
    Montreal, Canada Area
    Support thousands of financial advisors in choosing their insurance paramedical provider. Responsible for developing the sales strategy for the Easter Ontario Region.Used my unique skill set to grow the marketshare of MedAxio within Ontario
  • Great-West Life
    Advanced Sales Manager
    Great-West Life Oct 2008 - Oct 2011
    Support over 300 financial advisors with their Living Benefits business. Promoted based on my ability to handle complex corporate insurance casesNegotiate with both the end-user and Head Office to create an insurance solution that suits the needs of the client and fits within the offerings of Great-West Life.

Mark Wellman Education Details

Frequently Asked Questions about Mark Wellman

What company does Mark Wellman work for?

Mark Wellman works for Feathery

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

Mark Wellman's current role is Enterprise Growth Lead.

What is Mark Wellman's email address?

Mark Wellman's email address is ma****@****hery.io

What schools did Mark Wellman attend?

Mark Wellman attended The University Of Western Ontario, Mentor College.

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