AssetMark
Kim Elkins has a strong background in operations and management roles in the financial services industry. From 1999 to 2005, they worked at Charles Schwab as a Relationship Specialist, providing service and operational support to high-profile advisors. Kim then joined AssetMark in 2005 as an Operations Specialist, where they processed deposits, withdrawals, and journal entries, achieved high NPS scores, and received excellent performance reviews. Kim then progressed to become a Manager/Director of Operations at AssetMark, overseeing a team of 30 associates and implementing process improvement initiatives. In 2013, they were promoted to Vice President of Operations, responsible for directing and coordinating operations across the organization and ensuring cost-effective systems were implemented.
Kim Elkins has an education history that includes studying at the University of Arizona. During their time there, they pursued an Associate of Arts and Sciences degree in Business Administration and Management, with a focus on general studies. Additionally, Kim also attended the University of Phoenix, where they obtained an Associates of Applied Science degree. However, no specific field of study is mentioned for this degree.
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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.