AssetMark
Quincy Biamonte is a skilled professional with experience in various roles across multiple industries. Currently serving as a New Business Case Manager at AssetMark since May 2021, Quincy reviews and processes new account paperwork, collaborates with financial advisors to resolve not in good order (NIGO) items, and monitors workflow to enhance client experience. Prior roles include Brand Content Writer at SelectBlinds, Marketing Specialist at AMETEK Brookfield, and Project Luminary at Digital Concierge, showcasing expertise in content creation, marketing strategy, and project management. Quincy's early career includes positions in communications, copy editing, and customer service, accompanied by a strong educational background with a Bachelor of Science in International Business and a Bachelor of Arts in Spanish Language and Literature, both from Westminster College.
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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.