AssetMark

2 followers

‌

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, indep... Read more

Industries

Consulting, Investment Management

Headquarters

Concord, US

Employees

501-1,000

Links

Org chart

Allan del Castillo

Director Of Learning And Development

Gary Zyla

Evp, Chief Financial Officer

Christian Chan

Chief Investment Officer

Zoe Brunson

Chief Investment Strategist

Matt Matrisian

Head Of Client Growth

Michael Kim

Chief Executive Officer And President

Ryan Lambuth

Vp, Corporate Compliance, CCO Assetmark Brokerage™, LLC

Vickie Lewin

Chief Client Success Officer

Jim Attaway

Svp-chief Information Security Officer And Head Of Infrastructure

Mukesh Mehta (Muk)

Chief Technology Innovation Officer

Gaurav Auditya

Senior Vice President, Chief Operating Officer, Assetmark Trust

John Koval

Chief Compliance Officer - Mutual Funds

Javan Lewis

Director, Technical Product Management, Salesforce

Naomi McKean

Senior Vice President, Deputy General Counsel

Kirstyn Kunz (Sampias)

Director, Sales Consultants

Cipm® Csoe ™ L.a. McGee

Director Of Risk And Platform Revenue

Claire Coddington

Senior Sales Manager, Strategic Accounts

Mindy Foulger

Sr. Sales Manager, Strategic Accounts

Monessa Santiago

Strategic Account Sales Manager

Eileen Kaur Alden

SVP Digital Product

Albert Cohen

Vp, Entrerprise Platforms

David McNatt

Evp, Investment Solutions

Melissa Dastvarz

Manager, Legal And Compliance Shared Services

Robin Campbell

Compliance Specialist

Bill Bogdanovich

Regional Relationship Manager

Brandon J. Nachman

Gold Service Team Lead

Chandler Crawford

Gold Relationship Manager

David Deleon

Relationship Manager

Joseph Perry

Associate Relationship Manager

Crpc® Madelon Johnson

Retirement Sales Consultant

Matthew Scarcipino

Gold Relationship Manager

Melissa Alvarado

Relationship Manager

Seth Logan

Premier Elite Relationship Manager

Stacey Judd

Senior Platinum Relationship Manager

Anne Mack

Content Manager

Patti Ernst

Senior Manager, Investment & Platform Marketing

Regina Ravetti McKenzie

Senior Manager, Proprietary Marketing

Sarah Pearlberg

Content Manager

Jeanette Hanfling

Service And Operations Communications Senior Manager

Ryan Falcheck

Content Manager/writer

R.b. Erickson

Vice President, Sales And Marketing Enablement

Andrew Epstein

Director, Marketing & Product Compliance

Cmm Jan Hennessey

Director, Events

Andy McMorrow

Senior Marketing Manager, Digital And Platform Solutions

Marketing Manager

Social Media Manager

Marketing Manager

Manager, Client Acquisition Marketing

Shayana Gois

Email Marketing Manager

Teams

+34

Sales and Business Development

37 members

+26

Leadership Team

29 members

+25

Marketing and Communications

28 members

+24

Operations and Technology

27 members

+20

Investment Management

23 members

Offices

This company has no offices yet

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