Executive appointment
Mark Forman
Optifino → DPL Financial Partners
What changed
Named head of experience at DPL; previously CMO at Optifino and held experience roles at Jefferson National and Nationwide Financial, plus CMO at RetireOne.
- Reported / discovered
- Oct 23, 2026
- Effective
- Not reported
- New role
- Head of Experience
- Previous role
- Not reported
- Market
- Not reported
- Reported book
- Not disclosed
- Reported team size
- Not disclosed
- Named people
- 1
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
InvestmentNews ↗Oct 23, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
2 observations consolidated into one event.
Oct 25, 2026Source evidence reconciled