Mark Wickersham
About Mark Wickersham
Mark Wickersham serves as the Senior Vice President of Marketing & Business Development at Eton Solutions LP, bringing over three decades of experience in technology and wealth management. His career includes significant roles at State Street, Fidelity Investments, and various other firms, where he has focused on leveraging technology to enhance business practices and optimize workflows.
Current Role at ETON Solutions
Mark Wickersham serves as the Senior Vice President of Marketing & Business Development at ETON Solutions LP. He has held this position since 2023, working remotely. In this role, he is responsible for marketing strategies at Datafaction, focusing on expanding the company's presence in the family wealth sector.
Previous Experience in Wealth Management and Technology
Mark Wickersham has extensive experience in the wealth management and technology sectors. He worked at State Street as an Account Manager for 32 years, starting in 1992. His previous roles include Senior Director of Technology Product Management at Fidelity Investments from 1998 to 2008, and positions at AgilLink, Broadridge, and ByAllAccounts, where he focused on product management, business development, and strategy.
Educational Background in Economics and Finance
Mark Wickersham studied at Southern New Hampshire University, where he earned a Bachelor of Science degree in Economics and Finance. He has also engaged in professional development to enhance his skills and knowledge in the industry.
Insights on Technology and AI in Wealth Management
Mark Wickersham emphasizes the role of artificial intelligence in automating low-value tasks and improving operational efficiency within wealth management. He discusses the importance of modern technology platforms for business management and advocates for strategic planning in technology investments to maximize return on investment. His insights also cover the integration of AI in family office operations and the significance of cybersecurity.
Career Focus and Specializations
Mark Wickersham's career has centered on the intersections of technology and wealth management, with a strong emphasis on product and marketing strategies. His roles have consistently involved leveraging technology to enhance business practices and improve service delivery in the financial sector.