
Mark Saunders
Overlay Products Manager

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About me
Director - Client Solutions @ Vestmark | Pre-Sales Consulting & Discovery | Implementations
Education

Bentley University
-Bachelor of Science - BS Accounting and Finance
Acton-Boxborough Regional High School
-
University of Maine
-
Experience

Envestnet, Inc
Jan 2000 - Jan 2006Overlay Products ManagerLed team of 7 portfolio administrators whose primary function was to maintain and trade model portfolios for internal and external money managers.

Hillman Capital Management, Inc.
Jan 2006 - Jan 2010Director of Trading & OperationsManage all phases of trading and operations for an SEC Registered Investment Advisor with over 1 billion in assets under management as of 12/31/07.Responsible for trading client portfolios, technology build outs, new account processing, reconciliation, trade settlements, GIPS compliant composite maintenance, quarterly client reports and management of operations staff.

Goldman Sachs
Jan 2010 - Jan 2014Vice President OperationsLed teams providing operational support for Goldman Sachs Asset Management's retail Hedge Fund, Private Equity and SMA programs.

Vestmark
Apr 2014 - nowPre-Sales Consulting & Discovery, Sales Engineering and RFP response. Oversaw operations of Vestmark's 50 person Business Process Outsourcing team providing middle and back office support for Asset Management clients.
Director - Client Solutions
Sept 2016 - nowVice President - Director of Outsourced Services
Apr 2014 - Sept 2016
Licenses & Certifications

Certified Scrum Product Owner (CSPO)
Scrum AllianceApr 2019.webp)
Series 65
FINRA (Financial Industry Regulatory Authority)- View certificate

Executive IQ Participant 2025
Money Management InstituteMay 2025
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