Mark Wachtel

Mark Wachtel is an experienced financial professional currently serving as a Senior Relationship Manager at American Trust since June 2023. Prior to this role, Mark worked as a Retirement Plan Consultant at Fisher Investments from November 2019 to May 2023, focusing on 401(k) plans for small and mid-sized businesses. Mark's prior experience includes serving as Vice President & Institutional Trust Business Development Officer at First Citizens Bank & Trust Co from July 2014 to August 2019, and as a Retirement Services Sales Consultant and Small Business Sales Consultant at Paychex from October 2005 to July 2014. Mark began their career as a Senior Sales Representative at Hatch Early Learning, where responsibilities included representing software solutions to educational agencies. Mark holds a BS in Communications, Public Relations from Appalachian State University.