Mark Wellman
About Mark Wellman
Mark Wellman serves as the Director of Advice Engagement at Bento Engine, where he focuses on integrating technology to improve efficiency for financial advisors. He also works as the Chief Travel Consultant and Location Photographer at TravellingWellman, leveraging his diverse background in sales and partnerships.
Work at Bento Engine
Mark Wellman has been serving as the Director of Advice Engagement at Bento Engine since 2022. In this role, he focuses on integrating the company's technology with existing systems to enhance adoption and efficiency for financial advisors. His work aims to empower advisors by providing them with better tools and strategies to deliver comprehensive financial advice. He also promotes the use of a proprietary content library to ensure personalized and timely financial advice is accessible.
Current Role at TravellingWellman
In addition to his position at Bento Engine, Mark Wellman is the Chief Travel Consultant and Location Photographer at TravellingWellman, a role he has held since 2018. Based in the Toronto, Canada area, he combines his expertise in travel consulting with photography, providing clients with unique travel experiences and visual documentation of their journeys.
Previous Experience
Mark Wellman has held various roles prior to his current positions. He worked as a Growth Solutions Engineer at Bento Engine for one month in 2022 and served as the Director of Growth & Partnerships at Sonero.ai from 2021 to 2022. His experience also includes positions such as Advanced Sales Manager at Great-West Life, Regional Account Manager at MedAxio, and Regional Sales Manager at RSA. These roles have contributed to his extensive background in sales and partnerships within the financial and technology sectors.
Education and Expertise
Mark Wellman studied at Western University, where he earned a Bachelor of Arts degree in Political Science and Philosophy from 2003 to 2008. He also attended Mentor College from 1989 to 2003. His educational background provides a foundation for his analytical skills and understanding of complex systems, which he applies in his current roles to advocate for financial advisors and enhance their service delivery.
Advocacy for Financial Advisors
Mark Wellman actively advocates for financial advisors to provide comprehensive advice that extends beyond traditional investment strategies. He aims to address the gap in financial advice received by families by empowering advisors with better tools and strategies. His focus on enhancing the impact of financial advisors through the use of a powerful advice engine underscores his commitment to improving the financial advisory landscape.