AssetMark
Nicole McGill, MBA, BS, RYT, is a Customer Experience Resolution Analyst at AssetMark since February 2022 and a Certified Yoga Teacher since May 2019. With a diverse background that includes roles in technical client service at Charles Schwab and accounting operations at Blackhawk Network, Nicole has demonstrated strong analytical skills and expertise in improving customer experiences. Previous experience at Verizon involved data analysis, policy recommendations, and resolving complex customer complaints, while earlier roles at Cardinal Health focused on accounting operations and vendor management. Nicole holds a Master of Business Administration in Accounting from the University of Phoenix and a Bachelor of Science in Business Administration from Cornerstone University, in addition to completing 200 hours of Yoga Teacher Training at Yoga Pura.
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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.