
Mark Mansur
Youth Pastor

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About me
CEO/Founder | Rooted Financial Advisors-Thrivent
Education

Green Bay Southwest High School
-High School Diploma General
Spring Arbor University
2001 - 2004Bachelor's Pastoral Studies
University of Wisconsin-Whitewater
1999 - 2000Finance
Experience

Oakhill Christian Church
May 2004 - Aug 2008Youth PastorAssistant Pastor specifically working with youth and young adults Assisted in the technical directions in the church IT manager for the office and web site developer High School Teacher. Taught a variety of classes.

Oakhill Christian School
Jan 2005 - Dec 2008High School TeacherI taught a variety of High School Classes.

Pontiac Convention Center
Oct 2008 - Jul 2010Director of AV TechnologyI am in charge of organizing and running all audio visual equipment for events at the Pontiac Convention Center. This includes setup and tear down. In addition, I keep up on our website and other computer maintenance as well as assisting in managing staff during events.

NYLIFE Securities LLC
May 2011 - Apr 2019Financial Services ProfessionalRegistered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency

New York Life Insurance Company
Oct 2015 - Apr 2019As the Sales Development Manager for the Wisconsin General Office, I provide training, mentoring, coaching and skills mastery to Agents. I am responsible for the implementation and facilitation of training initiatives, procedures and directives. My core functions include: 1. Oversee Company specific training and development for all Agents. 2. Conduct sales training and licensing classes to develop new and experienced Agents. 3. Mentor Agents in Company financial solution design; sales & prospecting techniques; and sales activity training. 4. Implement and teach the New York Life Curriculum. 5. Advise and consult with the management team and the Managing Partner on recruiting and retention efforts. Show less
Agent
May 2011 - Apr 2019Sales Development Manager
Oct 2015 - Jul 2018

Allstate Financial Services, LLC
May 2019 - Oct 2019Personal Financial Representative
Thrivent
Oct 2019 - nowI’m building a business to serve people who serve people! We take a look at your current state and help identify ways to come together to unlock the future possibilities while allowing you to thrive in the journey. Our process is based around the items most important to you and you will learn more about yourself as we journey together. Whether you currently or never have had a conversation with a financial advisor, our hope is you will take the leap of faith to experience a complimentary meeting to see what sets us apart from others within the industry. We are available to meet our office locations in Cincinnati, Lexington, Louisville or via zoom from the comforts of your home/office wherever you call home. Show less
Financial Advisor
Oct 2019 - nowMarket Director
Mar 2023 - Apr 2024Market Developer
Sept 2021 - Mar 2023Regional Development Leader
Oct 2019 - Sept 2021
Licenses & Certifications

California Insurance Life License
California
FINRA Series 6
FINRAOct 2011
Series 66
FINRADec 2019
Certified in Long Term Care (CLTC)
CLT InternationalSept 2023
Series 7
FINRADec 2019
FINRA Series 63
FINRAJul 2015
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