Roger Mok

Roger Mok, CIPM, has a diverse work experience spanning over two decades. Roger started their career at HSBC in 2001 as a Sales & Client Services representative, where they remained until 2007. In 2008, they joined Merrill Lynch as an AVP - Delta One Trade Support, and they stayed with the company until 2013. During this time, they gained valuable experience in trade support and operations. In 2013, they joined Genus Capital Management as the Manager of Settlements and Performance. Roger successfully managed settlement processes and performance reporting for the firm for six years. Currently, since September 2019, they work at Connor, Clark & Lunn Financial Group (CC&L) as the Manager of Account Management and Reporting.

Roger Mok, CIPM, obtained a Bachelor of Business Administration (BBA) degree in Finance from Simon Fraser University, where they studied from 1997 to 2000. In May 2019, they also completed the Certificate in Investment Performance Measurement (CIPM) from the CFA Institute.