AssetMark
Adam Conklin is a seasoned professional with extensive experience in the financial services industry. Currently serving as New Business Team Lead at AssetMark since December 2015, Adam has also held positions as Gold New Business Case Manager and Advanced Operations Specialist within the same organization. Prior experience includes a role as Client Services Representative at Aris Corporation from July 2015 to September 2018 and as Social Media Manager/Technician at CryoZone PA from August 2014 to May 2015. Adam holds a Bachelor's degree in Telecommunications from Penn State University, completed in 2015.
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AssetMark
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AssetMark, formerly Genworth Wealth Management, is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. They provide investment, relationship and practice management solutions that advisors use in helping clients achieve wealth, independence and purpose. They serve those advisorswho make a difference in the lives of their clients. Often, that's about financial independence. They craft their offering around each advisor's vision so that you can manage clients' wealth with thoughtful purpose. The firm has approximately $22 billion in assets on its platform and a history of innovation spanning over 20 years.