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Mark Axmacher is the Chief Investment Officer for Modern Capital Executive Solutions, helping Credit Unions manage otherwise impermissible investments; asset allocation; maximizing charitable giving; split dollar / CUOLI Enhancement / buy-out; among others.
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Previously, spent over a decade in wealth management focused on alternative, non-market correlated, investments.
Undergraduate degree in Economics from Miami University (OH), and holds FINRA Series 7, 63, and 65 licenses, and Accredited Portfolio Management Advisor® designation from the College of Financial Planning.