AssetMark
Ro Satia has extensive experience in accounting and financial reporting, currently serving as Senior Accounting Manager and Financial Reporting Manager at AssetMark since November 2019, focusing on technical accounting and SEC reporting. Prior to this role, Ro held various positions at Bank of the West, including Senior Financial Reporting Analyst at the VP and AVP levels, and gained experience at EY and PwC as a Senior and Experienced Associate, respectively. Early career milestones include auditing roles at Withum and Amalgamated Life Insurance. Ro holds a Master's degree in Risk Management and a Bachelor's degree in Accounting & Information Systems and Economics, both from Queens 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.