Behavioral Finance: The Power of Behavior to Build Wealth + Health

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Speakers

Mark Halloran
Managing Director, Head Of Business Development Individual Markets
Transamerica

Mark leads Transamerica’s Business Development Group for Individual Markets.

This group is responsible for Transamerica’s retail and institutional distribution relationships for Annuity and Asset Management product lines. Mark also has charge of the Industry and Regulatory Strategy team which is responsible for development and execution of Transamerica’s strategies in response to business environment and regulatory changes.

Prior to joining Transamerica, Mark held the position of Head of Business Development for the Independent and Financial Institution Divisions at ING Annuities. During his tenure at ING, Mark held several significant roles; Mark has balanced managing and mentoring ING wholesalers and business development managers with developing strategic marketing plans and traveling the country to introduce new products and speak on current industry topics

Mark is a veteran of the financial services industry with over 30 years of experience and has held positions on both the product manufacturing side as well as on the retail distribution side of the business specific to marketing mutual funds, retail annuities and other investment products. During his career, he has worked for companies such as: Metropolitan Life, Bank of Boston, INVEST, Aetna Financial Services and ING.

Mark and his wife Charlene live in Morris, Connecticut and are the parents to two adult children.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.