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Name
Mark Branish
Title
Regional Director-Sales Executive Inst, Charles Schwab Investment Management
Bio
Mark Branish is a Regional Director of Investment Solutions supporting Schwab Asset Management Solutions. He is responsible for introducing the firm’s investment products to consultants, recordkeepers, private banks, and broker-dealer retirement channels.
Prior to joining Schwab in November 2015, Mr. Branish was with Great-West Funds, Inc. for six years, most recently as a national sales director. In addition, while at Great-West he was actively involved in the launch and growth of the firm’s Target Date Series, and served on both the investment and asset allocation committees. Prior to that, he spent 12 years with Wells Fargo in a variety of roles, including as a vice president responsible for the distribution of the Wells Fargo Advantage Funds and supporting consultants, endowments, and retirement plan sponsors.
Mr. Branish earned a Bachelor’s in business management from the University of Denver. He is a Certified Investment Management Analyst® (CIMA), and is involved in the Investment Management Consultants Association. He holds Series 7 and 63 licenses.
Prior to joining Schwab in November 2015, Mr. Branish was with Great-West Funds, Inc. for six years, most recently as a national sales director. In addition, while at Great-West he was actively involved in the launch and growth of the firm’s Target Date Series, and served on both the investment and asset allocation committees. Prior to that, he spent 12 years with Wells Fargo in a variety of roles, including as a vice president responsible for the distribution of the Wells Fargo Advantage Funds and supporting consultants, endowments, and retirement plan sponsors.
Mr. Branish earned a Bachelor’s in business management from the University of Denver. He is a Certified Investment Management Analyst® (CIMA), and is involved in the Investment Management Consultants Association. He holds Series 7 and 63 licenses.
