Mark Saunders

Mark Saunders

Overlay Products Manager

Followers of Mark Saunders736 followers
location of Mark SaundersGreater Boston

Connect with Mark Saunders to Send Message

Connect

Connect with Mark Saunders to Send Message

Connect
  • Timeline

  • 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 2006
      Overlay Products Manager

      Led 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 2010
      Director of Trading & Operations

      Manage 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 2014
      Vice President Operations

      Led teams providing operational support for Goldman Sachs Asset Management's retail Hedge Fund, Private Equity and SMA programs.

    • Vestmark

      Apr 2014 - now

      Pre-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 - now
      • Vice President - Director of Outsourced Services

        Apr 2014 - Sept 2016
  • Licenses & Certifications

    • Certified Scrum Product Owner (CSPO)

      Scrum Alliance
      Apr 2019
    • Series 65

      FINRA (Financial Industry Regulatory Authority)
    • Executive IQ Participant 2025

      Money Management Institute
      May 2025
      View certificate certificate