Cipm® Csoe ™ L.a. McGee

L.A. McGee, CIPM® CSOE ™ has a diverse work experience in the financial industry. Starting in 2014, McGee had a role in sales at Enterprise Holdings. In 2015, McGee joined AssetMark and held various positions including Adviser Services Relationship Manager, Regional Relationship Manager, Gold Relationship Manager, and Platinum Relationship Manager. During these roles, McGee managed important client relationships and assets under management ranging from 1.5 to 2.4 billion dollars. McGee also worked as a Business Analyst within the Operations Stable team, helping develop an advisor facing product in an AGILE framework environment. In 2019, McGee transitioned to a Risk Analyst role, eventually becoming a Risk Manager. Currently, McGee serves as the Director of Risk and Platform Revenue at AssetMark, a position held since November 2022.

L.A. McGee, CIPM® CSOE ™ attended Castle View High School from 2005 to 2009, where they specialized in E Media and Business Academy. Subsequently, from 2009 to 2013, they pursued a Bachelor of Business Administration (B.B.A.) degree in Business Administration and Management at Western State Colorado University.

In terms of certifications, L.A. McGee has obtained several additional certifications. In 2014, they obtained an Arizona Life Insurance and Fixed Annuities License from the State of Arizona. In 2015, they obtained a Series 6 certification from the Financial Industry Regulatory Authority (FINRA). In 2018, they earned a Certificate in Financial Modeling and Valuation from Wall Street Prep. Furthermore, in 2019, they obtained a Certificate in Investment Performance Measurement (CIPM) from the CFA Institute. Most recently, in 2022, they became a Certified Sarbanes Oxley Expert through the (SOXCPA) Sarbanes-Oxley Compliance Professionals Association.