Operations and Technology
About
The Operations and Technology team at AssetMark is responsible for ensuring the efficient functioning of investment processes and the integration of technology solutions to support independent financial advisors. This team manages trade operations, compliance, and system support, while optimizing business processes and leveraging innovative technologies such as robotics and cloud solutions. Through collaboration and expert analysis, they enhance operational efficiency and contribute to delivering high-quality, client-centric services.
Team members
Aaron Namuche
Business Systems Analyst II
Abbie Wolfe
Account Operations Coordinator
Adam Smith
Senior Manager, Cloud Systems
Cindy G.
Process Analyst
Eric Smith
Process Analyst
Jeffrey Whitfill
Information Technology Service...
Maria Olivar
Application Support Analyst Ll
Ryan Godier
Senior Trading System Analyst
William Hardin
New Business Team Leader
William Reed
Custody Operation Analyst