Holly Perkins

Director, Customer Experience & High Net Worth at AssetMark

Holly Perkins has over 13 years of work experience, primarily in the financial industry. Holly currently holds the position of Director, Customer Experience & High Net Worth at AssetMark, a role they have been in since December 2022. Prior to this, they held various positions at AssetMark, including Sr. Manager, High Net Worth and Customer Experience Team; High Net Worth Team and Customer Experience Team Manager; High Net Worth Team Manager; Sr Operations Team Lead; Operations Team Lead; and Customer Experience Manager. Before joining AssetMark, Holly worked at Genworth Financial as an Account Coordinator until January 2022.

Holly Perkins obtained an Associate's degree from Glendale Community College, which they attended from 2004 to 2006. No specific field of study was mentioned.

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Timeline

  • Director, Customer Experience & High Net Worth

    December, 2022 - present

  • Sr Manager High Net Worth And Customer Experience Team

    January, 2022

  • High Net Worth Team And Customer Experience Team Manager

    January, 2021

  • High Net Worth Team Manager

    October, 2018

  • Sr Operations Team Lead

    October, 2016

  • Customer Experience Manager

    October, 2014

  • Sr Advanced Operations Specialist

    2009