As a Client Services Associate at Cross Border Wealth, Mark specializes in providing dedicated support for clients with U.K. pension services and cross-border retirement planning needs. He plays a vital role in guiding the firm’s clients through the complexities of managing their UK SIPP and QROPS transfers, as well as other wealth management processes from abroad, ensuring every step is handled with precision and care.
With over a decade of experience in the financial services industry, Mark has built his expertise through key roles at leading institutions including HSBC, J.P. Morgan, and Wells Fargo. His career spans client servicing, securities operations, and credit analysis - giving him a broad, well-rounded understanding of both local and international financial systems.
Outside of his professional role, Mark values teamwork and community. He enjoys weekends on the basketball court and is an active member of his local Christian church, where he contributes to initiatives that strengthen community ties.
Mark brings a wealth of experience in global finance with prior stints at HSBC, JP Morgan and Wells Fargo prior to joining Cross Border Wealth as Client Services Associate.
2022 - 2023
Client Services Associate for US Pensions, Cross Border Wealth
