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Keller Business Services

Mark Smith

Retirement Plan Services
  • D 301. 652.3650 x306

Mark has over 17 years of financial services industry experience. At Keller, Mark is responsible for the solicitation of bids from retirement plan vendors, analysis of plan design and cost, implementation of new retirement plans, day-to-day support of existing clients, and conducts employee meetings.

Prior to joining Keller, he was a National Account Consultant with Calvert Investments where he spent much of his time supporting the firm’s Defined Contribution Investment Only business.

Mark graduated from the University of Maryland, College Park and is a Chartered Mutual Fund CounselorSM and Chartered Retirement Plans SpecialistSM Designee.

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