Alex Shimberg

Alex Shimberg, MBA, is an experienced professional currently serving as a SOX and Internal Controls Analyst at AssetMark since June 2023. Previous roles include Internal Control Analyst at First Republic Bank, where responsibilities involved conducting Risk Control Self-Assessments and leading audits for Lending Services. Additionally, Alex held various positions at Fisher Investments, enhancing billing processes and training team members. Early experience includes internships focused on audit at Powers CPA and financial risk management at Kaiser Permanente. Alex completed a Master of Business Administration from Willamette University and holds a Bachelor of Arts in International/Global Studies, along with various analytical and operational expertise.