Conference Office: email@example.com or (727) 940-2658 x 2005 (Hours 9a-5p EDT)
Registration - AFS Member and Presenter Registration - AFS 2019 Annual Meeting*
*If you are a presenter, this is the link you must use, even if you are also attending or presenting at FPA.
Important information for all attendees, speakers, and presenters found here about two weeks before the conference.
For FPA Members
(Non AFS Members ONLY)
For AFS Members
The AFS 2019 Annual Meeting is being held at the Minneapolis Convention Center in Minneapolis, Minnesota in conjunction with the FPA® Annual Conference 2019 and overlaps on Wednesday, October 16, 2019.
Mark is responsible for Financial Planning globally within the Wealth Management team at HSBC.
He has over 20 years’ experience in the Wealth Management sector, starting out at the insurer Skandia providing planning solutions to private clients across the globe. At Skandia Mark helped international wealth managers develop client centric offerings in Europe, the Americas and Asia.
At UBS in London Mark was responsible for the commercial aspects of financial planning solutions, primarily focused on increased front office penetration, product innovation and development, technical sales training and management of sales campaigns. UBS had significant market shares in these solutions during this time.
Following UBS Mark led the global insurance proposition at Barclays Wealth, creating and executing the international insurance strategy. Developing this HNW insurance offering to complement their existing services allowed Barclays Wealth to provide an award winning holistic Wealth Advisory service throughout their global network.
Mark is a graduate of the CASS Business School, a Fellow of the Chartered Institute for Securities and Investments and a qualified financial planner.
When not working Mark spends time with family, tries to keep fit by cycling and swimming.
Oral Session Presenters
Executive VP-Program: Inga Chira, California State University Northridge