AssetMark
Michael Sheinis is a Portfolio Operations Specialist at AssetMark since March 2023, where involvement in a conversions project for the $26B Schwab acquisition of TD Ameritrade led to the creation of approximately 16,500 new accounts. Responsibilities include developing securities allocation models for portfolios totaling around $10.9 billion and managing an offshore team in India to reconcile roughly 37,000 portfolios using SQL. Previous experience as a Client Relationship Associate at Vanguard from June 2022 to September 2022 involved earning a Securities Industry Essentials license and managing extensive training materials, which significantly improved Series 7 exam preparedness. Michael Sheinis holds a Bachelor of Science in Business Administration with a dual focus on Finance & Banking and Risk Management & Insurance from Appalachian State University, completed in May 2022.
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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.