Mark Appleton

Mark Appleton, CFA has extensive experience in the financial industry, spanning over two decades. Mark currently holds the position of Senior Vice President, Credit at ATB Financial, where they are responsible for managing the credit risk of the company across various portfolios. Their role includes overseeing the development of credit policies, practices, and processes to ensure regulatory compliance and customer satisfaction.

Prior to their current role, Mark worked at RBC, where they held various positions. As Managing Director at RBC Capital Partners, they sourced and managed junior capital transactions for Canadian and US companies. Mark also served as the Vice President of Commercial Credit, leading transactional support teams and assisting in the structuring and delivery of business credit.

Mark's experience also includes roles at TD Bank Group, where they served as a Senior Analyst and Relationship Manager in Commercial Banking, managing and developing relationships with mid-market commercial accounts.

Overall, Mark Appleton, CFA has a strong background in credit risk management, transaction structuring, and relationship management in the financial industry.

Mark Appleton, CFA has a diverse education history in the field of finance. Mark first obtained their Honours Bachelor of Business Administration degree with a focus on Finance from Wilfrid Laurier University, where they studied from 1993 to 1997. In order to further enhance their knowledge and expertise, Mark pursued additional certifications and completed the Canadian Securities Course in 1995, offered by The Canadian Securities Institute. Additionally, they completed the Conduct and Practices Handbook program, also offered by The Canadian Securities Institute, in 1996.

Taking the next step in their education, Mark Appleton enrolled in the Chartered Financial Analyst (CFA) program at the CFA Institute in 1999. Mark successfully completed this program in 2002, earning the Chartered Financial Analyst designation. Further expanding their knowledge and skills, Mark completed the Not For Profit Governance Essentials Program in 2014, which was offered by The Institute of Corporate Directors in conjunction with the University of Toronto's Rotman School of Management.

Overall, Mark Appleton, CFA has consistently sought opportunities to enhance their education and stay current in the field.