Mark A. has extensive experience in wealth management and strategic planning, currently serving as the Head of Strategic Planning at Benchmark Financial Planning since May 2021. Previous roles include Director at Boundstone Wealth Management Consulting from October 2015 to April 2021, and Director of Fidelity Wealth Management at Fidelity Worldwide Investment from June 2013 to September 2015. Mark's expertise spans positions such as Executive Director at Goldman Sachs International and Director, Sales Manager at Standard Chartered Private Bank. Mark also held leadership roles at Morgan Stanley Smith Barney, where significant contributions were made as Vice President and later as Senior Vice President - Head of Sales of Citi Smith Barney in London. Early career development included experience as a Private Wealth Management Consultant at Salomon Smith Barney and an Associate role at Goldman Sachs International. Mark holds a BSc in Financial Economics from Birkbeck, University of London.
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