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Mark is a Partner and leads the Annuity Services Practice. During his career, Mark has worked with Plan Sponsors of all sizes to provide innovative, cost-efficient solutions for their defined benefit pension plans. He is proficient in executing customized risk transfer solutions and providing the due diligence required by the Department of Labor (DOL 95-1) in a manner plan sponsors can clearly understand.
Before joining October Three, Mark led the development of the Pension Risk Transfer strategies for 14 years at Hartford Life. He has executed thousands of pension risk transfer transactions for organizations, involving various levels of complexity. His technical knowledge of insurance company pricing, regulatory rules and economic events, are an invaluable resource for plan sponsors.
Mark holds a B.A. Louisiana State University.