Mark Hanna

National Director of Institutional Relationship Management

Mark Hanna has been working as a Business Analyst at Oakbrook Solutions since 2013. Moreover, the professional has on-the-job experience at more than six companies in the relevant field. Mark has a total work experience of 15+ years. Mark attended school at the Southern Trust School from 2004 to 2006. Albany, New York is the place where Mark Hanna presently lives. You can search for Mark's phone and email. We can also provide you exhaustive contact information upon request.
Name variants:
Marc Hanna, Marcus Hanna, Markus Hanna, Marquis Hanna, Mark Hanna
Last updated Jun 05, 2024

Contact Information

Last Update
Jun 30, 2022
Email
ma**@key.com, ma**@qcginvest.com, ma**@keybank.com
Location
Albany, NY

Workplace

Oakbrook Solutions
Business Analyst

Winston Salem, NC

Industry

Financial Services, Business Consulting Services

Work History

Business Analyst

Cleveland/Akron, Ohio Area
Consultant assisting a top bank client in a Trust Accounting Platform Replacement migrating from AM Trust to Global Plus.
from May 2013

Principal

from May 2010

Software Support Specialist

Functional and technical support for SQL based Yardi Voyager, property management and accounting software. Documentation and instruction for Yardi users within LWH. Lead weeklong Yardi clas...
Mar 2011 — May 2013

Trust Officer

Knoxville, Tennessee Area
Created standardized investment model program, determined risk appropriate client account asset allocations, wrote investment policy statements, created risk profile questionnaire. Conducte...
Jan 2007 — May 2010

Trust Operations Manager

Progressive responsibility for operations, trust administration, accounting, database administration, tax document preparation (1099's and 1065/K-1's), business development, client communica...
Sep 2003 — May 2010

Team Leader, Wealth Management Services

Greater Boston Area
Promoted through several positions conducting reconciliations, processing corporate actions/income collection, to team lead for reconcilement. Managed the creation and implementation of a d...
Jan 2000 — Aug 2003

Education

2004 — 2006
1996 — 1998
1993 — 1997
1991 — 1992

Occupations

Executive
National Director
Business Analyst
Counselor
Professor
School Principal
Chief Executive
Analyst
Analysts
Advisor
School Administrator
Educational Manager

Skills

Accounting
Portfolio Management
Investment Management
Investments
Banking
Bonds
Client Presentation
Credit Analysis
Credit
Wealth Management
Financial Reporting
Financial Analysis
Financial Modeling
Asset Management
Due Diligence
Management
Analysis
Leadership
Business Development
Finance
Mutual Funds
Auditing

FAQs about Mark Hanna

What is the main profession of Mark Hanna?

Mark is a National Director of Institutional Relationship Management.

What jobs is Mark Hanna proficient at at?

Mark Hanna is a professional such jobs as Executive and National Director.

Where does Mark Hanna currently live?

Mark Hanna lives in Albany, New York.

What is the expert's email?

Mark Hanna's email is ma**@key.com and ma**@qcginvest.com.

How many companies did Mark Hanna work at?

Mark Hanna worked at six jobs.

Where has Mark Hanna studied?

Mark studied at the Southern Trust School from 2004 to 2006.

Are there any industries Mark Hanna is connected to?

This person works in Banking industry.

What are professional skills of Mark Hanna?

This person has skills in the following areas: Accounting, Portfolio Management, Investment Management, Investments, Banking, Bonds, Client Presentation, Credit Analysis, Credit, and Wealth Management.
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