AssetMark
Brad Allen is a seasoned professional with extensive experience in product development and project management within the financial services industry. Currently serving as Senior Manager of Programs Development at AssetMark since April 2020, Brad has previously held key positions such as Product Development Manager at Wells Fargo Asset Management and Senior Product Manager at Charles Schwab, where significant product growth and successful new product launches were achieved. Brad's background includes roles as a Financial Advisor and Senior Programmer Analyst at Edward Jones, showcasing a diverse skill set in client relationship management and technical project oversight. Educational qualifications include an MBA in Finance from Arizona State University and a Bachelor's degree in Computer Information Systems from Missouri State University.