Mark Tonelli Email & Phone Number
Senior Vice President @ HUB International
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Mark Tonelli Location
- Denver, CO, US
Mark Tonelli Work
- 2022 - now Senior Vice President @
- 2018 - now Managing Director at Sheridan Road Financial, a division of HUB International @
- 2016 - now Managing Director @
- 2009 - 2016 Managing Partner @ Compass Benefit Partners, LLC
- 2006 - 2009 Vice President - Retirement Plan Specialist @
- 2000 - 2006 Vice President - Account Executive @
- 1994 - 2000 Product and Service Consultant, Director @ Fidelity Investments Institutional Services Company
- 1998 - 1999 Phone Rep @ Scudder Investments
- 1995 - 1998 President @ A-Mark Drywall, Inc.
Mark Tonelli Education
- Northwestern University - Kellogg School of Management 2004 - 2005
- Harvard University
(Entrepreneurship/Entrepreneurial Studies)
1991 - 1992 - Northeastern University
Bachelor of Science (BS) (Entrepreneurial and Small Business Operations)
1985 - 1990 - St. John's High School 1981 - 1985
Mark Tonelli Skills
- 401k
- Retirement Planning
- Series 63
- Investments
- Series 7
- Securities
- Mutual Funds
- FINRA
- Defined Benefit
- Asset Allocation
- Financial Services
- Retirement
- Series 6
- Pensions
- Fixed Annuities
- Investment Management
- Employee Benefits
- 401k Rollovers
- Cash Balance
- Certified Financial Planner
- Retirement Plan Consulting
- Investment Advisory
- Relationship Management
- Uniform Combined State Law
- Wealth Management
- IRAs
- Financial Advisory
- Investment Strategies
- Series 66
- Non-Qualified Deferred Compensation
- Fiduciary Oversight for Retirement Plans
- Employee Education
- Retirement Readiness strategies
- Defined Benefit Plans
- ERISA
- Profit Sharing
- Alternative Investments
- Qualified Retirement Plans
- Executive Benefits
- Trusted Advisor
- Finance
- Voluntary Employee Benefits
- Nonprofit Consulting
- Non-profit Finance
- Portfolio Management
- Corporate Finance
- Leadership
- PowerPoint
- Sales
- Non Qualified Deferred Compensation
- Microsoft Excel
- Management
- Non Profit Finance
Mark Tonelli Summary
- Mark Tonelli, based in Denver, CO, US, is currently a Senior Vice President at HUB International. Mark Tonelli brings experience from previous roles at Sheridan Road Financial, a division of HUB International, Sheridan Road Financial, Compass Benefit Partners, LLC and Fidelity Investments. Mark Tonelli holds a 2004 - 2005 Northwestern University - Kellogg School of Management. With a robust skill set that includes 401k, Retirement Planning, Series 63, Investments, Series 7 and more. Mark Tonelli has 4 emails and 1 mobile phone numbers on RocketReach.
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