Summary
Overview
Work History
Education
Certification
Awards
Skills
Work Availability
Software
Timeline
Generic

Mark Hibbard

Andover,USA

Summary

Financial professional with deep expertise in investment strategies, risk management, and client relationship-building. Known for strong analytical skills, effective communication, and collaborative approach to achieving financial goals.

Overview

28
28
years of professional experience
1
1
Certification

Work History

SENIOR CASE DESIGN SPECIALIST

Case Central
01.2020 - Current
  • Developed tailored financial plans aligned with clients' goals, risk and timelines.
  • Built long-term relationships with clients through regular communication and support.
  • Specialized in investments, portfolio allocation, taxes, trusts, social security and insurance.
  • Mentored junior designers, fostering professional growth and enhancing team productivity.
  • Collaborated with cross-functional teams to refine product designs to create personalized financial plans.

TECHNICAL SERGEANT

Minnesota State Patrol
01.2008 - 01.2020

MINNESOTA STATE PATROL – SERGEANT (2008-2020)

  • ANOKA POLICE RESERVE (2007 – 2008)
  • Enforce Minnesota statues and traffic laws
  • Work independently, make high stress decisions with little supervision


INDEPENDENT FINANCIAL ADVISOR

Financial Dimensions Group
01.1998 - 01.2008
  • Series 7, 63 and MN Life and Health
  • Built a successful independent planning practice
  • Managed and assisted over 70 million in assets
  • Consult with clients to determine goals and develop growth plans
  • Continuously network and build individual client base
  • Recommended products based on client needs
  • Stocks, Mutual funds, Life\Disability\Long term care insurance, Annuities, REITs
  • Fee based goal planning and asset allocation

Education

Bachelor of Science - Business

St. Cloud State University
St. Cloud, MN
01.1998

Certification

Series 65 license

Awards

Chief’s commendation for DWI enforcement 2011, traffic 2016 Captain and Lieutenants commendation for DWI enforcement 2011, 2012, 2013, 2014, 2015, Eagle Squadron Award – 242 DWI Arrests #1 in State of MN, MATSA Brad Manor/Frank Thissen Award 2011

Skills

Investment advice

Relationship building and management

Analytical thinking

Sales expertise

Retirement planning

Attention to detail

Client relations

Wealth management

Asset allocation

Insurance sales

Financial services

Financial planning

Estate planning

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse

Software

Moringstar

Excel

Timeline

SENIOR CASE DESIGN SPECIALIST

Case Central
01.2020 - Current

TECHNICAL SERGEANT

Minnesota State Patrol
01.2008 - 01.2020

INDEPENDENT FINANCIAL ADVISOR

Financial Dimensions Group
01.1998 - 01.2008

Bachelor of Science - Business

St. Cloud State University

Similar Profiles

CREATE PROFILE