Kyle Quintero

Director, Investment Performance Operations at AssetMark

Kyle Quintero has more than 15 years of professional experience in various roles within the financial services industry. Since 2014, they have been working at AssetMark, starting as a Trade Operations Specialist and progressing to roles such as Trade Operations Trader and Trade Operations Team Leader. In 2018, they transitioned to the role of Reporting Team Leader and later became a Reporting Manager in 2020. Currently, Kyle holds the position of Director, Investment Performance Operations at AssetMark. Prior to their tenure at AssetMark, they worked as an Agent at New York Life Insurance Company from 2013 to 2014. Additionally, they have gained expertise in customer service through their roles as a Server and Hostess at Pyramid Breweries, Hostess at Hard Rock Cafe, and Barista at Starbucks Coffee Company. Kyle also worked as an Office Assistant at Ergofit Consulting, Inc. in 2006.

Kyle Quintero attended the University of San Francisco, CA, from 2009 to 2013. Kyle earned a Bachelor of Science degree in Business Administration with a concentration in Finance.

Links

Timeline

  • Director, Investment Performance Operations

    March, 2023 - present

  • Reporting Manager

    October, 2020

  • Reporting Team Leader

    November, 2018

  • Performance Reporting Analyst

    July, 2018

  • Trade Operations Team Leader

    March, 2017

  • Trade Operations Trader II

    February, 2016

  • Trade Operations Trader

    February, 2015

  • Trade Operations Specialist

    May, 2014

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