Mark Nicholas Email & Phone Number
VP, ERISA and Regulatory Strategy @ Employee Fiduciary
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Mark Nicholas Location
- De Pere, WI, US
Mark Nicholas Work
- 2026 -now VP, ERISA and Regulatory Strategy @
- 2021 -now Founder @ Transform Retirement
- 2012 -2021 President and Chief Compliance Officer @ PAi Trust Company, Inc.
- 2007 -2021 Chief Compliance Officer @
- 2010 -2018 Chief Compliance Officer @ Employer Retirement Investment Advisors, LLC
- 2003 -2007 Sr. Consultant @ Invesmart
- 2001 -2003 Retirement Plan Consultant @ First Financial Group
- 2000 -2001 Retirement Plan Administrator @ First Financial Group
- 2000 -2001 Retirement Plan Administrator @ Fred Shapiro & Associates
- 1998 -2000 Actuarial Associate @
Mark Nicholas Education
- Frostburg State University
Bachelor Of Science (Mathematics, Actuarial Science)
1995-1998
Mark Nicholas Skills
- Simplifying the Complex
- Personal Financial Planning
- Investment Strategies
- 401k
- Retirement Plan Consulting
- Mutual Funds
- Investment Advisory
- Employee Benefits
- Portfolio Management
- Qualified Retirement Plans
- ETFs
- Fiduciary Services
- Consulting
- Contract Negotiation
- Financial Markets
- Engaging Speaker
- Civic Engagement
- Relationship Management
- Compliance
- Contractual Agreements
- Writing
- Communication
- 401(k) Retirement Savings Plans
- ERISA
- Financial Services
- Investments
- Retirement
- Retirement Planning
- Wealth Management
- Public Speaking
- Customer Service
- Managerial Finance
- Qualified Retirement
- Strategic Planning
- Marketing
- Training
- Retirement Plan
Mark Nicholas Summary
- Mark Nicholas, based in De Pere, WI, US, is currently a VP, ERISA and Regulatory Strategy at Employee Fiduciary. Mark Nicholas brings experience from previous roles at Transform Retirement, PAi Trust Company, Inc., PAI and Employer Retirement Investment Advisors, LLC. Mark Nicholas holds a 1995 - 1998 Bachelor Of Science in Mathematics, Actuarial Science @ Frostburg State University. With a robust skill set that includes Simplifying the Complex, Personal Financial Planning, Investment Strategies, 401k, Retirement Plan Consulting and more. Mark Nicholas has 2 emails and 1 mobile phone numbers on RocketReach.
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