Mark Levy

Background

About Mark Levy

I am an executive-level product and services management professional with over 25 years of expertise progressively advancing my career in the retirement plan fiduciary advisory services space. I have a demonstrated history of successfully leveraging data analysis to fuel business drivers forward, resulting in a meaningful impact on the business. I execute an empowering leadership style with a focus on the client service experience and client advocacy. Additionally, as a Six Sigma practitioner, I remain diligent and aware of process improvement opportunities positioned to optimized and cultivate a culture conditioned to excel in meeting these objectives. As a professional in the financial services industry, I am dedicated to the protocols associated with compliance, governance, and risk mitigation. Hence, I understand the importance of effective cross-functional collaboration with subject matter experts as one of the means of remaining successfully aware with a detail-focused approach. A select list of the areas of my specialties includes financial management, project management, data analysis and reporting, finance and payroll, retirement plan basics, product management, vendor management, operations governance, technical program initiatives, negotiating, and KPIs/metrics. I welcome challenge and thrive in roles where I have the opportunity to evaluate the current state and implement innovative solutions and strategies to resolve complex business problems based on my knowledge and understanding of systems and operational needs.