AssetMark Company

Industry: Company

Description

Founded: 2008 Parent organization: Genworth Financial Subsidiaries: AssetMark Trust Company,

AssetMark List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at AssetMark. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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AssetMark Employees

Employee
Years
Job
Industry
Camille Fotherby Camille Fotherby San Francisco Bay Area Details
Camille Fotherby's AssetMark Experience July 2015 - September 2015
Job Business Collaboration Lab at San Francisco State University
Industry Marketing and Advertising
Experience
AssetMark   July 2015 - September 2015
San Francisco State University  January 2015 - May 2015
Animal Connection   January 2015 - May 2015
Living Library   January 2013 - August 2014
Diablo Valley College  January 2010 - December 2011

Skills
Marketing, Data Entry, Social Media, Social Networking, Event Planning, Sales, Blogging, Microsoft Office, Fax, Leadership, Retail, Merchandising, Social Media Marketing, Customer Service, Facebook, 10 Key, Data Analysis, Community Outreach, Small Business, Call Routing, Public Relations

Education
San Francisco State University   2012 — 2015
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services

Diablo Valley College   2008 — 2012
Transfer Studies

Diana L. Willson Diana L. Willson San Francisco Bay Area Details
Diana L. Willson's AssetMark Experience March 2015 - Present
Job Innovative Digital Content Strategist | Marketing Manager | Social Media Guru
Industry Financial Services
Experience
AssetMark   March 2015 - Present
Forward  January 2014 - September 2014
Hewins Financial Wipfli Hewins  October 2013 - January 2014
Hewins Financial Advisors  May 2011 - October 2013
Hewins Financial Advisors  October 2010 - May 2011
Hewins Financial Advisors  March 2009 - October 2010

Skills
Social Media Marketing, Email Marketing, Marketing Strategy, Copywriting, Editing, Digital Communication..., Marketing Plan Creation, Complex Project..., Corporate Blogging, Strategic Planning, Brand Management, Brand Awareness, Branding & Identity, Product Marketing, Event Planning, Integrated Marketing, Marketing, Digital Marketing, Online Marketing, Corporate Website..., Design, Social Networking, Social Media, Blogging, Event Management, Organizational Culture, Management, Leadership, High degree of..., Investment Advisory, Mutual Funds, Alternative Investments, WordPress, Constant Contact, iContact, Microsoft CRM, Agile Project Management, Brand Implementation, Customer Service, Cross-functional..., Sales and Marketing, Multimedia, Concept Creation, Innovation, SEO, Audience Development, Content Buzz, Copy Editing, Attention to detail, Integrity

Education
Trinity College, Dublin   2007 — 2008
Master of Philosophy (M.Phil.), Medieval Language, Literature and Culture

California State University Stanislaus   2005 — 2007
Bachelor of Arts (B.A.), English

David Hutchinson David Hutchinson Greater Minneapolis-St. Paul Area Details
David Hutchinson's AssetMark Experience June 2015 - Present
Job VP, Midwest Division at AssetMark
Industry Financial Services
Experience
AssetMark   June 2015 - Present
Hewins Financial Advisors  May 2012 - December 2014
Minneapolis Portfolio Management Group, LLC   January 2011 - May 2012
Fidelity Investments  April 2009 - January 2011
Schwab Institutional  January 2008 - December 2008
Schwab Institutional  November 2005 - January 2008
Schwab Institutional  January 2000 - November 2005
Ameriprise Financial  1990 - 1994

Skills
Wealth Management

Education
Arizona State University, W. P. Carey School of Business
Mini MBA, Services Leadership Institute

University of Minnesota - Carlson School of Management   1986 — 1990
BS, Finance

Oanh T Tran Oanh T Tran Concord, California Details
Oanh T Tran's AssetMark Experience June 2014 - Present
Job Fund Administration Specialist at AssetMark
Industry Financial Services
Experience
AssetMark   June 2014 - Present
State Street  April 2012 - April 2013
State Street  March 2011 - April 2012
State Street  December 2007 - March 2011
State Street  July 2007 - December 2007

Skills
Word, Excel,..., Mutual Funds, Fixed Income, DDA, fund accoun, Account Reconciliation, Financial Services, Cash Management, Investments, Financial Reporting, Fund Accounting, Corporate Actions, Derivatives, Bloomberg, Securities, Equities

Education
California State University-Sacramento   2003 — 2007
Bachelors of Science, Business Administration, Finance

Deborah Poehner Walker Deborah Poehner Walker San Francisco Bay Area Details
Deborah Poehner Walker's AssetMark Experience March 2013 - Present
Job IT Solutions Project Manager at AssetMark, Inc., Wealth Management
Industry Program Development
Experience
AssetMark   March 2013 - Present
BlackRock  December 2009 - May 2012
Barclays Global Investors  January 2007 - November 2009
Milliman  2004 - 2006
InfoRespond   1999 - 2000
Deloitte Consulting  November 1995 - March 1998
Title Connections   1994 - 1995
Schwab  1986 - 1994
Wells Fargo  1982 - 1986

Skills
Program Management, Integration, Product Development, Business Analysis, Change Management, Operational Strategy, SDLC, Agile Project Management, Vendor Management, Workload Management, Business Process..., Business Intelligence, Knowledge Sharing, Knowledge Transfer, Group Presentations, Training/Mentoring, Mutual Funds, Capital Markets, Trading, Banking, Pensions, Insurance, Project Governance, Contract Management, Compliance, Equity Data, Advent, SEI, Bloomberg, Sungard, Releases

Education
Biola University

California State University-Sacramento
BS, Business Administration

Konstantin Fridman Konstantin Fridman San Francisco Bay Area Details
Konstantin Fridman's AssetMark Experience November 2013 - Present
Job IT Solutions Project Manager at AssetMark
Industry Investment Management
Experience
AssetMark   November 2013 - Present
Genworth Financial Wealth Management  June 2007 - November 2013
Bank of America  May 2000 - May 2007
The Brodia Group  January 1999 - May 2000
SPSS  March 1997 - January 1999

Skills
SDLC, Test Planning, Software Quality..., Quality Assurance, User Acceptance Testing, Regression Testing, Waterfall, Business Analysis, Quality Center, Process Improvement, Testing, Test Cases, Agile Methodologies, SQL, Visio, Manual Testing, Web Applications, Oracle, Unix, Requirements Gathering, Requirements Analysis, Project Management, Software Project..., Management, SharePoint, Microsoft SQL Server, Databases, Agile Testing, Risk Management, System Testing, Integration, Business Requirements, Test Strategy, Black Box Testing, Bug Tracking, TFS, QTP, Test Management, Business Process, ClearQuest, Integration Testing, MS Project, Leadership, Vendor Management, Functional..., ALM, ISTQB, CMMI, Agile Project Management, Agile Application...

Education
Technion - Israel Institute of Technology   1990 — 1992

Moscow Institute of Electronic Technology (Technical University) (MIET)   1988 — 1990

Kurtis Anders Kurtis Anders Chicago, Illinois Details
Kurtis Anders's AssetMark Experience December 2014 - Present
Job National Consultant at AssetMark Business Development and Consulting
Industry Investment Management
Experience
AssetMark   December 2014 - Present
AssetMark   April 2014 - December 2014
Genworth  June 2011 - March 2014
Russell Investment Group  June 2008 - September 2008

Skills
Series 7, Mutual Funds, Wealth Management, Investment Management, Investments, Alternative Investments, ETFs, Bonds, Stocks, Finance, Asset Managment, Life Insurance, Series 66, Custodial Services, Practice Management, Salesforce.com, Zephyr, Morningstar, Zephyr Style Advisor, Investment Brokerage, Market Penetration, Investment Consulting, Investment Strategies, Asset Allocation, Portfolio Management, Equities, Securities, Financial Services, CRM, Series 65

Education
Indiana University - Kelley School of Business
Bachelor's Degree

Iowa State University

Vernon Hills High School

Steve Pate Steve Pate Concord, California Details
Steve Pate's AssetMark Experience January 2015 - Present
Job Digital Product Development Manager at AssetMark
Industry Marketing and Advertising
Experience
AssetMark   January 2015 - Present
Charles Schwab  November 2013 - January 2015
Charles Schwab  March 2012 - October 2013
Charles Schwab  February 2008 - May 2012
E-LOAN  July 2007 - December 2007
Pate Marketing Services   September 2001 - June 2007
Pacific Bell  August 2000 - August 2001
Caregiverzone.com   December 1999 - August 2000
Finet.com   January 1998 - December 1999
Contra Costa County Office of Education  June 1992 - December 1997

Skills
User Interface, Marketing, Customer Acquisition, Web Analytics, Integrated Marketing, Lead Generation, Analytics, Online Advertising, Public Speaking, Social Selling, Digital Strategy, Email Marketing, Marketing Communications, Marketing Strategy, Strategy, Management, Leadership

Education
California State University-Chico   1988 — 1992
Information and Communications Studies (College of Journalism), Emphasis in Public Relations, Minor in Business Marketing

Nicholas Ahn Nicholas Ahn Orinda, California Details
Nicholas Ahn's AssetMark Experience June 2014 - August 2014
Job Valuation Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps  July 2015 - Present
Guyette Leadership Fellows   January 2014 - Present
Litman Gregory  September 2014 - December 2014
AssetMark   June 2014 - August 2014

Skills
Time Management, Teamwork, Social Media, Public Speaking, Data Analysis, PowerPoint, Market Research, Photoshop, Access, Outlook, Spanish, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Event Planning, Leadership, Marketing

Education
Saint Mary's College of California   2012 — 2015
Bachelor of Science (B.S.), Economics, Minor in Accounting, Omnicron Delta Epsilon - National Economics Honor Society

Valley Christian High School   2007 — 2011

Joshua Bradford Joshua Bradford Greater Los Angeles Area Details
Joshua Bradford's AssetMark Experience March 2014 - December 2014
Job National Sales Associate/Wholesaler with Sierra Mutual funds & Ocean Park Asset Management.
Industry Capital Markets
Experience
Sierra Investment Management, Inc.   June 2015 - Present
Merrill Lynch  December 2014 - June 2015
AssetMark   March 2014 - December 2014
AssetMark   November 2012 - March 2014
Wells Fargo Advisors  October 2011 - November 2012
Wells Fargo Advisors  July 2009 - September 2011
Wells Fargo Advisors  April 2006 - July 2009
Washington Mutual  November 2002 - May 2005

Skills
Investments, Wealth Management, Mutual Funds, Asset Allocation, Loans, Credit, Retirement Planning, Financial Advisory, Financial Analysis, Retail Banking, Mortgage Lending, Retirement, Consumer Lending, Small Business Lending, Strategic Planning, Sales, Sales Management, New Business Development, Portfolio Management, Series 7, Training, Salesforce.com, Team Building, Marketing Strategy, Small Business, Coaching, Investment Advisory, Securities, Relationship Management, Bonds, Wealth Management..., Investment Strategies, Banking, Financial Services, ETFs, Strategic Financial..., Wealth, Fixed Income, Alternative Investments, Private Banking, Insurance, Asset Management, Fixed Annuities, Equities, Investment Management, High Net Worth..., Cross Selling, IRAs, 401k, Variable Annuities

Education
Penn State University
B.S. Finance, Accounting and Finance

Bryan Lyons Bryan Lyons San Francisco Bay Area Details
Bryan Lyons's AssetMark Experience August 2015 - Present
Job Marketing Manager at AssetMark
Industry Marketing and Advertising
Experience
AssetMark   August 2015 - Present
Bankrate, Inc.   May 2014 - June 2015
Quicken Loans  October 2011 - April 2013
Quicken Loans  March 2005 - October 2011

Skills
New Business Development, Social Media Marketing, Digital Marketing, Email Marketing, Marketing, Management

Education
Michigan State University   1998 — 2002
Bachelor’s Degree, Marketing

Michigan State University - The Eli Broad College of Business
Bachelor of Business Administration (BBA), Marketing

Vipin Batchu Vipin Batchu Concord, California Details
Vipin Batchu's AssetMark Experience October 2014 - Present
Job Software Engineer at AssetMark Financial Inc.
Industry Computer Software
Experience
AssetMark   October 2014 - Present
AssetMark   June 2014 - October 2014
California State University, Sacramento  September 2012 - June 2014
California ISO  June 2013 - December 2013
Tata Consultancy Services  May 2012 - July 2012

Skills
C#, ASP.NET MVC, HTML, Microsoft SQL Server, .NET, SQL, JavaScript, jQuery, PHP, VB.NET, PL/SQL, Java, MySQL, CSS, Android SDK, Linux, Microsoft Office, RESTful WebServices, Ruby, JSON, Verilog, Toad for Oracle 11.6, HPQC, Visual Basic

Education
California State University-Sacramento   2012 — 2014
Master of Science (M.S.), Computer Science, 3.78/4.00

V.R. Siddhartha Engineering College   2008 — 2012
Bachelor of Technology (BTech), Computer Science & Engineering, 3.8/4.0

Chris McQuillan Chris McQuillan Greater Denver Area Details
Chris McQuillan's AssetMark Experience November 2010 - September 2014
Job Internal Sales Consultant at 361 Capital
Industry Financial Services
Experience
361 Capital  May 2015 - Present
Personal Capital  September 2014 - May 2015
AssetMark   November 2010 - September 2014
Genworth Financial  July 2013 - September 2013
Genworth Financial Asset Management   2010 - July 2013
Transmodus, Inc   August 2009 - October 2010
John Hancock  January 2008 - April 2009
Audio Experts   2006 - 2008

Skills
Insurance, Investments, Asset Allocation, Portfolio Management, Series 6, Series 63, Series 65, Mutual Funds, Wealth Management, Securities, Investment Strategies, Financial Services, Investment Advisory, ETFs, Asset Management, Equities, Bonds, Investment Management, Fixed Income, Wealth Management..., Salesforce.com, Financial Advisory, Fixed Annuities, Retirement

Education
Point Loma Nazarene University   2000 — 2005
BE, Business Administration

Point Loma Nazarene University
Bachelor of Business Administration (B.B.A.)

Luke Nordrehaug Luke Nordrehaug Greater San Diego Area Details
Luke Nordrehaug's AssetMark Experience August 2007 - Present
Job Business Development Officer at AssetMark Inc.
Industry Financial Services
Experience
AssetMark   August 2007 - Present
AIG  August 2004 - August 2007
US Bank  May 2003 - August 2004

Skills
Series 6, Mutual Funds, Fixed Annuities, Series 63, Securities, 401k, Insurance, Investments, Retirement, Retirement Planning, Wealth Management, Strategic Financial..., Financial Services, Asset Management, Portfolio Management, Business Coaching, Financial Planning

Education
California State University-Northridge   1998 — 2003
BS, International Business, French, Finance

Universite De Droit, D'Economie Et Des Sciences, D'Aix-Marseille   2000 — 2001
Language Diploma - Level 2 and Undergrad Coursework Towards International Business Degree, French Language and Business, College

Shane Mercier Shane Mercier Phoenix, Arizona Details
Shane Mercier's AssetMark Experience March 2010 - Present
Job Customer Experience Resolution Manager
Industry Financial Services
Experience
AssetMark   March 2010 - Present
State Street  August 2006 - March 2010
3Com  November 2004 - August 2005

Education
Arizona State University   2014 — 2016
Master of Business Administration (M.B.A.)

Tufts University   2000 — 2004
Bachelor of Science in Computer Engineering, Computer Engineering, German Studies

Nikki Chuang Nikki Chuang Greater Chicago Area Details
Nikki Chuang's AssetMark Experience June 2014 - Present
Job Assetmark Sales Consultant
Industry Financial Services
Experience
AssetMark   June 2014 - Present
JPMorgan Chase  July 2011 - June 2014
Gaines and Puljic   July 2010 - July 2011
UIC Society of Automotive Engineers   August 2008 - May 2011
Comcast  May 2008 - August 2008

Skills
Financial Reporting, Accounting, Account Reconciliation, Budgets, Financial Statements, Payroll, Financial Analysis, Journal Entries, Internal Audit, Sales, QuickBooks, Series 6, series 63

Education
University of Illinois at Chicago   2008 — 2011
Bachelor of Science, Accounting

Harper College   2006 — 2008

Julie Harr Julie Harr Phoenix, Arizona Details
Julie Harr's AssetMark Experience May 2015 - Present
Job IT Project Management Intern at AssetMark
Industry Information Technology and Services
Experience
AssetMark   May 2015 - Present

Skills
Financial Accounting, Client Relations Skills, Receptionist Duties, Daily Deposits, Data Entry, Databases, Microsoft Office, Writing, Accounts Receivable, Accounts Payable, Graphics, Client Education, Animal Work, Proficient Typing Skills, Appointment Scheduling, Phone Etiquette, CRM, Accounting, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint

Education
Arizona State University   2012 — 2016
Bachelor of Science, Computer Information Systems, 3.77

Arizona State University - W. P. Carey School of Business   2012 — 2016
Bachelor of Science (B.S.), Computer and Information Systems Security/Information Assurance

Matthew Gunderson Matthew Gunderson San Francisco Bay Area Details
Matthew Gunderson's AssetMark Experience January 2015 - July 2015
Job Strategic events pro with a passion for creative, outside the box programs
Industry Events Services
Experience
Carlson Wagonlit Travel  August 2015 - Present
Goombal   February 2014 - Present
AssetMark   January 2015 - July 2015
Electronic Arts (EA)   November 2014 - January 2015
George P Johnson Experience Marketing  July 2014 - November 2014
MKTG INC/ YouTube   February 2014 - July 2014
Salesforce.com Foundation  June 2013 - February 2014
Data 2.0   August 2012 - May 2013
Safeway Foundation   January 2012 - July 2012
KQED  August 2010 - December 2011

Skills
Event Management, Experiential Marketing, Hospitality, Event Marketing, Promotions, Event Planning, Relationship Marketing, Leadership, Marketing, Management, CRM, Corporate Events, Sponsorship, Start-ups, Nonprofits, Advertising, Budgets, Sales, Email Marketing

Education
San Diego State University   1985 — 1990
BS, Business Administration-Marketing and Journalism-Advertising

Loara HS
Diploma, General Studies

Patrick Slack Patrick Slack Richmond, Virginia Area Details
Patrick Slack's AssetMark Experience March 2009 - December 2013
Job
Industry Investment Management
Experience
Stadion Money Management  January 2014 - December 2014
AssetMark   March 2009 - December 2013
Wachovia Securities  June 2007 - July 2008
Evergreen Investments  October 2000 - June 2007
Evergreen Investments  December 2002 - December 2005

Skills
Series 7, Series 63, Series 65, Investments, Mutual Funds, Wealth Management, Retirement Planning, Management, Asset Allocation, Asset Management, Financial Services

Education
Roanoke College   1989 — 2003
Bachelor of Science (BS)

Mark de los Reyes Mark de los Reyes Wamego, Kansas Details
Mark de los Reyes's AssetMark Experience February 2013 - July 2013
Job Project Analyst at se²
Industry Financial Services
Experience
se²  June 2014 - Present
Payless ShoeSource  January 2014 - June 2014
SafeMart   August 2013 - January 2014
AssetMark   February 2013 - July 2013
AssetMark   February 2010 - February 2013
AssetMark   August 2007 - February 2010
Ameriprise Financial Services, Inc.   January 2006 - March 2007
CAS Systems, Inc.   February 2005 - December 2005
CAS Systems, Inc.   August 2002 - December 2005
CAS Systems, Inc.   May 2002 - August 2002

Skills
Leadership, Risk Management, Risk Assessment, Financial Risk, Business Continuity, Change Management, Enterprise Risk..., Process Improvement, Risk Analysis, Operational Risk..., Operations Management, Insurance, Investigation, Business Analysis, Underwriting, Security, Fraud, Analysis, Customer Service, Finance, Management, Project Management, Team Leadership, Vendor Management

Education
California State University-Hayward   1996 — 2002
Bachelor of Business Administration (BBA), Finance, General

Paul Mankarious Paul Mankarious Chicago, Illinois Details
Paul Mankarious's AssetMark Experience May 2014 - Present
Job Sales Consultant at AssetMark
Industry Financial Services
Experience
AssetMark   May 2014 - Present
Inland Securities Corporation  October 2013 - May 2014
JPMorgan Chase  October 2011 - October 2013
JPMorgan Chase  May 2010 - September 2011
UBS  October 2009 - May 2010

Skills
Banking, Credit, Loans, Mortgage Lending, Residential Mortgages, Refinance, New Home Purchase

Education
Benedictine University   2005 — 2009
Finance, Finance

Pete Herman, MBTI(R) Pete Herman, MBTI(R) San Francisco Bay Area Details
Pete Herman, MBTI(R)'s AssetMark Experience August 2009 - Present
Job Learning Consultant
Industry Human Resources
Experience
AssetMark   August 2009 - Present
Orion's Mind, LLC.   2009 - 2009
LaSalle Bank/Bank of America  2003 - 2008
Sprint  2002 - 2002
Sprint  1999 - 2000
Sprint  1997 - 1999
Sprint  1992 - 1997

Skills
Blended Learning, MBTI, E-learning, Curriculum Design, DDI, Call Center, Performance Consulting, Instructional Design, Leadership Development, Talent Management, Process Improvement, E-Learning, Performance Management, Cross-functional Team..., Human Resources, Program Management, Leadership, Training, Call Centers, Management, Staff Development, Project Management, Needs Analysis, Analysis, Organizational..., Workshop Facilitation, Culture Change, Career Development, Training Delivery

Education
Biola University   1976 — 1980
BA, Intercultural Studies

Vista High School   1973 — 1976

Maine West

Maine West

Maine West

Roosevelt University
Masters Program, Training and Development Coursework

Kalalea Montgomery Kalalea Montgomery Honolulu, Hawaii Details
Kalalea Montgomery's AssetMark Experience September 2011 - Present
Job Financial Advisor for Mutual of Omaha
Industry Financial Services
Experience
Mutual of Omaha  June 2014 - Present
AssetMark   September 2011 - Present
CMR Financial Advisors   September 2011 - March 2014
AG Edwards/Stifel Nicolaus   2004 - 2011

Skills
Retirement Planning, Wealth Management, Investments, Financial Planning, Finance, Mutual Funds, Investment Advisory, Securities, Financial Services, Life Insurance, Critical Illness, Long-term Care, Disability Insurance, Portfolio Management, Retirement Income...

Education
Kamehameha Schools
High School Diploma

Loyola Marymount University, College of Business Administration
BA, Finance, Economics

Chris Schauer Chris Schauer Dublin, California Details
Chris Schauer's AssetMark Experience November 2013 - Present
Job Senior System Administrator at AssetMark
Industry Information Technology and Services
Experience
AssetMark   November 2013 - Present
Jones, Henle, and Schunck CPAs   August 2007 - November 2013
Independent Technology Consultant  January 2006 - August 2007
Summation Legal Technologies  March 2004 - January 2006
Summation Legal Technologies  March 2000 - March 2004
International Business Machines (IBM)   October 1998 - March 2000
Quickstart Technologies  January 1996 - October 1998

Skills
Microsoft Exchange, Active Directory, Disaster Recovery, Virtualization, Technical Support, IIS, Security, Windows Server, Network Security, Backup Exec, Group Policy, VMware ESX, Windows Server 2008, Network and Systems..., Microsoft Active..., Windows Group Policy..., Microsoft Hyper-V with..., Windows Desktop OS 7 /..., TCP/IP Networking - DNS, DHCP, Microsoft SQL Server..., Microsoft IIS..., Microsoft Terminal..., Sonicwall Firewall..., Symantec Backup Exec, Windows System..., Storage Technologies -..., RAID, NAS, Microsoft SharePoint, System Administration, SCVMM, DNS, Windows 7, Network Administration, Microsoft Active..., Splunk, F5 BigIP, XML Gateway

Education
C.S.U. Chico   1990 — 1994
BS

Michele Singh Michele Singh San Francisco Bay Area Details
Michele Singh's AssetMark Experience February 2013 - Present
Job Compliance Specialist at AssetMark
Industry Financial Services
Experience
AssetMark   February 2013 - Present
D/A Financial Group   September 2007 - February 2013
Wells Fargo Bank  October 2006 - September 2007
Wells Fargo  August 2006 - October 2006
Wells Fargo  July 2005 - August 2006

Skills
Retirement, 401k, Investments, Asset, Wealth Management, Retirement Planning, Securities, Portfolio Management, Disability Insurance, Insurance, Finance, Financial Services, FINRA, Employee Benefits, Asset Allocation, Sales, Life Insurance, Sales Management, Series 7

Education
California Polytechnic State University-San Luis Obispo   2001 — 2005
BS, Child Development

Timothy G Redmond Timothy G Redmond Orange County, California Area Details
Timothy G Redmond's AssetMark Experience 2012 - 2014
Job President of Newcastle Financial Advisors, Inc.
Industry Financial Services
Experience
Newcastle Financial Advisors   January 2006 - Present
Special Olympics Southern California  2003 - 2015
AssetMark   2012 - 2014
Kingdom Advisors  2003 - 2014
CRM - Empowering Leaders  2003 - 2014

Skills
Retirement Planning, Strategic Financial..., Small Business, Estate Planning, Public Speaking, Investment Advisory, Investments, Risk Management, Non-profits

Education
California Polytechnic State University-San Luis Obispo   1972 — 1976
Bachelor of Science, Industrial Engineering

American College, Philadelphia PA   1996 — 2001
Master of Science, Financial Services

Rusty Sommer Rusty Sommer San Francisco Bay Area Details
Rusty Sommer's AssetMark Experience February 2012 - January 2015
Job Investment Product Executive and Commercial Leader
Industry Investment Management
Experience
FolioDynamix  April 2015 - Present
AssetMark   February 2012 - January 2015
PNC Wealth Management  January 2011 - February 2012
PNC Wealth Management  October 2009 - December 2010
National City Bank  October 2006 - October 2009

Skills
Unified Managed Accounts, Product Management, Product Development, Business Analytics, Separately Managed..., Financial Product..., Investments, Project Management, Platform Management, Asset Managment, Investment Management, Investment Strategies, Asset Management, Business Strategy, Portfolio Management, Asset Allocation, Management, Leadership, Mutual Funds, Analysis, ETFs, Investment Advisory, Alternative Investments, Securities, Financial Services, Wealth Management..., Wealth Management, Strategy, Equities

Education
Kansas State University   1990 — 1996
BS, Monetary Policy

Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM

Tom W McCarthy Tom W McCarthy Chicago, Illinois Details
Tom W McCarthy's AssetMark Experience November 2013 - Present
Job SVP Sales & Consulting AssetMark
Industry Financial Services
Experience
AssetMark   November 2013 - Present
Genworth Financial Wealth Management  January 2011 - November 2013
Genworth Financial  October 2006 - April 2011
AssetMark Investment Services  March 2001 - October 2006
State of Missouri  December 1999 - December 2000

Skills
Consulting, Finance, Investments, Sales, Financial Services, Management, Leadership, Strategy, CRM, Portfolio Management, Business Development

Education
Northwestern University - Kellogg School of Management   2003 — 2006
MBA, Marketing & Strategy

University of Kansas   1995 — 2000
BS, Business

London School of Economics and Political Science   1998 — 1998
Certification, Finance

Tina Jensen Tina Jensen San Francisco, California Details
Tina Jensen's AssetMark Experience August 2013 - Present
Job Software Engineer
Industry Consumer Goods
Experience
AssetMark   August 2013 - Present
AppDirect  December 2012 - June 2013
1800CONTACTS  February 2009 - September 2012
1800Contacts  June 2008 - February 2009

Skills
C#, Microsoft SQL Server, ASP.NET MVC, jQuery, JavaScript, Java, WatiN, WCF Services, Watir, SQL, Agile Methodologies, NUnit

Education
University of Utah   2007 — 2012
Computer Science

Brigham Young University   2001 — 2005
BS, Social Studies Teaching

Laura Singh Laura Singh Bangor, Maine Area Details
Laura Singh's AssetMark Experience February 2014 - May 2015
Job Website Marketing & Ecommerce Manager at Day's Jewelers
Industry Marketing and Advertising
Experience
Day's Jewelers  August 2015 - Present
AssetMark   February 2014 - May 2015
UBM Electronics  January 2012 - May 2013
UBM Electronics  April 2011 - January 2012
UBM Electronics  August 2009 - April 2011
UBM TechWeb  April 2008 - August 2009
Meltwater Group  September 2007 - March 2008
Independent Capital Management  April 2006 - August 2007

Skills
Email Marketing, Marketing Communications, Lead Generation, Marketing Strategy, Project Management, Eloqua, Online Advertising, Marketing, Social Media, Digital Media, Online Marketing, Digital Marketing, Advertising, B2B, Editing, Direct Marketing, Trade Shows, Copywriting, Integrated Marketing, B2B Marketing, Content Strategy

Education
Liberty University   2002 — 2005
BA, Teaching English as a Second or Foreign Language/ESL Language Instructor

Anthony J. Gonzales Anthony J. Gonzales Greater Philadelphia Area Details
Anthony J. Gonzales's AssetMark Experience September 2015 - Present
Job External Wholesaler at AssetMark
Industry Financial Services
Experience
AssetMark   September 2015 - Present
Curian Capital  September 2005 - August 2015
Curian Capital  January 2003 - September 2005
Columbia Threadneedle Investments, US  May 2002 - January 2003
First Investors  January 2001 - May 2002
Charles Schwab  March 2000 - January 2001

Skills
Separately Managed..., Series 7, Mutual Funds, Asset Allocation, Investment Advisory, Series 63, Series 65, Financial Services, Asset Management, Salesforce.com, Wealth Management, Investments, Retirement Planning, New Business Development, Alternative Investments, Securities, Financial Planning, Wholesale

Education
Kansas State University   1994 — 1998
Bachelor of Business Administration (BBA), Human Resources Management and Services

Concordia High School   1990 — 1994
HS Diploma

Stacy Orff-Whitfield Stacy Orff-Whitfield San Francisco Bay Area Details
Stacy Orff-Whitfield's AssetMark Experience July 2010 - September 2015
Job Experienced Marketing Leader
Industry Financial Services
Experience
AssetMark   July 2010 - September 2015
Charles Schwab  June 1999 - July 2010
Guinness Flight Investment Management   1996 - 1999
Mutual Fund Market News / DALBAR   1994 - 1996

Skills
Direct Marketing, Segmentation, Integrated Marketing, Marketing Communications, Marketing Strategy, Financial Services, Database Marketing, Lead Generation, Customer Acquisition, Marketing Automation, Product Marketing, Multi-channel Marketing, Marketing, Analytics, Email Marketing, Product Management, Marketing Management, B2B Marketing, Thought Leadership, Online Marketing, Management, Mutual Funds, Salesforce.com, Strategy, Strategic Partnerships, Content Management, Direct Mail, Public Relations, Sales, Leadership, CRM, Cross-functional Team..., Relationship Management, Digital Marketing, Brand Management, B2B, Social Media Marketing, Program Management, Investments, Social Media, Corporate Communications

Education
Boston University
B.A. and B.S., Double Major: Advertising/Mass Communications, French

Monica Uselding Monica Uselding San Francisco Bay Area Details
Monica Uselding's AssetMark Experience January 2015 - Present
Job Senior Manager, Field Marketing at AssetMark
Industry Investment Management
Experience
AssetMark   January 2015 - Present
AssetMark, Inc. (formerly Genworth Financial Wealth Management)   August 2010 - January 2015
Genworth Financial Wealth Management  February 2008 - August 2010
U.S. Bancorp Investments & Insurance   January 2007 - January 2008
U.S. Bancorp Investments & Insurance   September 2005 - January 2007

Skills
Series 7, Financial Advisory, Investment Management, CRM, Retirement, Investments, Mutual Funds, Wealth Management, Series 63, Series 65, ETFs, Finance, Sales, Series 6, Portfolio Management, Program Management, Leadership, Separately Managed..., Fixed Annuities, Asset Allocation, 401k, Securities, Client Aquisition, Manage client..., Manage Client...

Education
Benedictine University
Bachelor of Arts, Communications, 2005

DePaul University
Financial Planning Certificate Program, 2010

V. Scott Lewis V. Scott Lewis San Francisco Bay Area Details
V. Scott Lewis's AssetMark Experience September 2011 - Present
Job Regional Advisor Relationship Manager
Industry Investment Management
Experience
AssetMark   September 2011 - Present
Ajilon Finance Solutions  February 2011 - June 2011
Hartford Financial Service Group   August 2006 - October 2009
The Hartford  August 2002 - October 2006
Hartford Financial Service Group   December 2000 - August 2002
Los Angeles Dodgers  February 2000 - April 2001
Beneficial Finance  October 1998 - November 1999

Skills
Recruiting, Strategic Financial..., Retirement Planning

Education
University of California, Los Angeles   2008 — 2010
Personal Financial Planning

Azusa Pacific University   1994 — 1998
BACHELOR OF SCIENCE, MARKETING

UC Berkeley

Frank Roe Frank Roe Chicago, Illinois Details
Frank Roe's AssetMark Experience January 2015 - Present
Job National Consultant Manager at AssetMark
Industry Investment Management
Experience
AssetMark   January 2015 - Present
AssetMark   September 2010 - December 2014
AssetMark   April 2008 - September 2010
AssetMark   June 2007 - April 2008

Skills
Asset Allocation, Wealth Management, Series 7, Asset Managment, Alternative Investments, Mutual Funds, Investment Advisory, Investments, Securities, Financial Modeling, Portfolio Management, Economics, Equities, Financial Analysis, Strategic Financial..., Risk Management, Retirement Planning, Business Strategy, Fixed Income, Investment Management, FINRA, Wealth Management..., Series 24, Salesforce.com, Training, Separately Managed..., ETFs, Investment Strategies, Financial Advisory, Coaching, Asset Management

Education
Denison University   2002 — 2006
Bachelors in Economics, Economics

Mike Rezos Mike Rezos San Francisco Bay Area Details
Mike Rezos's AssetMark Experience July 2006 - May 2009
Job Acquisition Partner with 37th Parallel Properties
Industry Real Estate
Experience
37 Parallel Properties   February 2014 - Present
JPMorgan Chase  November 2012 - January 2014
Blue Shield of California  May 2012 - November 2012
Anthem  January 2011 - May 2012
Safeguard Financial   May 2009 - December 2010
AssetMark   July 2006 - May 2009

Skills
Insurance, Employee Benefits, Account Management, Sales, Health Insurance, Sales Management, Underwriting, Vendor Management, Brokers, Project Management, Commercial Real Estate..., Commercial Real Estate, Commercial Real Estate...

Education
California State University-East Bay   2004 — 2006
B.A., Economics

Diablo Valley College   2002 — 2004
A.A., Econcomics

Sanela Habul Sanela Habul Phoenix, Arizona Area Details
Sanela Habul's AssetMark Experience April 2011 - Present
Job Account Operations Team Leader at Genworth Financial
Industry Investment Management
Experience
AssetMark   April 2011 - Present
Genworth Financial  June 2009 - April 2011
JPMorgan  August 2005 - June 2009

Skills
Microsoft Word, Risk Management, Retirement, Financial Analysis, Wealth Management, Series 7, Series 63, Securities, Change Management, Fixed Annuities, Coaching, Team Building, Fixed Income, Public Speaking, Financial Advisory, Alternative Investments, Asset Allocation, Equities, Mutual Funds, FINRA, Portfolio Management, Retirement Planning, Financial Services, Employee Benefits, Insurance, Series 24, Strategic Financial...

Education
Arizona State University West
Global Business

Doug Logan Doug Logan San Francisco, California Details
Doug Logan's AssetMark Experience 2011 - Present
Job Creative Leadership / Art Direction / Production / Design / Photography
Industry Design
Experience
AssetMark   2011 - Present
Creative Genius   1994 - Present
Creative Genius   1990 - Present
AGI Media  2010 - 2011
Wilco Imports   2009 - 2010
Belly Shots   2000 - 2010
Sargent & Berman  2004 - 2008
RPA  2000 - 2003

Skills
Art Direction, Portrait Photography, Brochures, Image Manipulation, Photography, Graphic Design, Corporate Identity, Editorial, Advertising, Graphics, Integrated Marketing, Fashion, Headshots, Adobe Creative Suite, Logo Design, Creative Direction, Brand Development, Web Design, Storytelling, Catalogs, Pre-press, Direct Mail, Corporate Branding, Corportate Executive..., Workflow Management, MS Office Suite, Apple OS, Production Art, Team Building, Management, Customer Acquisition, Customer Service, Cross Functional..., Strategy, Training, Public Speaking, Management Of Creative..., InDesign

Education
Art Center College of Design   1988 — 1992
Bachelor of Arts (BA), Photography

Sara Paulson Sara Paulson United States Details
Sara Paulson's AssetMark Experience September 2015 - Present
Job External Wholesaler at AssetMark
Industry Financial Services
Experience
AssetMark   September 2015 - Present
Curian Capital  September 2010 - September 2015
Novo Vision Partners   January 2009 - August 2010
Russell Investments  February 2001 - December 2008
Robert W. Baird  1992 - 2001
Global Capital Securities   November 1990 - February 1991
Kansallis-Osake-Pankki   January 1989 - November 1990
Nikko Securities  1987 - 1988

Skills
Series 7, Mutual Funds, Asset Allocation, Investments, Financial Services, Alternative Investments, Investment Advisory, Financial Advisory, Fixed Annuities, Series 63, Insurance, Strategic Financial..., Separately Managed..., Strategy, Wealth Management, Public Speaking, Retirement Planning, Practice Management, Equities, Bonds, Consultative Selling, Financial Planning

Education
New York Institute of Finance   1985 — 1989

University of Wisconsin-Whitewater   1982 — 1984
Liberal Arts

Macalester College   1980 — 1982
Liberal Arts

Woodlands Academy of the Sacred Heart   1978 — 1980

Edward Kipp Edward Kipp Chicago, Illinois Details
Edward Kipp's AssetMark Experience April 2014 - September 2014
Job Private Client Banker at J.P. Morgan Chase Bank N. A.
Industry Investment Management
Experience
J.P. Morgan Chase Bank N. A.   March 2015 - Present
AssetMark   April 2014 - September 2014
AssetMark   March 2014 - April 2014
AssetMark   August 2013 - February 2014
Providence Catholic High School  February 2011 - May 2013

Education
Illinois State University   2007 — 2010
Bachelor's of Science, Political Science and Government

Providence catholic   2001 — 2005
General Education

Jared Poertner Jared Poertner Chicago, Illinois Details
Jared Poertner's AssetMark Experience October 2014 - Present
Job National Consultant at AssetMark
Industry Financial Services
Experience
AssetMark   October 2014 - Present
AssetMark   May 2014 - October 2014
AssetMark   June 2012 - May 2014
Edward Jones  October 2010 - June 2012

Skills
Series 7, Series 66, •Illinois life..., Investments, Education Funding, Retirement Planning, Wealth Management, Series 63, Investment Advisory..., Investment Advisory

Education
Indiana University Bloomington   2005 — 2009
Bachelor's Degree

Andrea Nelson Andrea Nelson San Francisco Bay Area Details
Andrea Nelson's AssetMark Experience April 2013 - 2014
Job Senior Marketing Communications Professional
Industry Marketing and Advertising
Experience
CSAA Insurance Group  2014 - Present
AssetMark   April 2013 - 2014
Meru Networks  October 2011 - April 2013
Nelson Communications  1994 - November 2011
Girls Lead Now   February 2008 - March 2010
Apple Inc.  1985 - 1994

Skills
Direct Marketing, Integrated Marketing, Email Marketing, Collateral, Leadership, Fundraising, Program Management, CRM, Market Research, Marketing Communications, Strategic Planning, Brand Development, Marketing Strategy, Project Management, Training, Marketing, B2B, Strategy, Management, Product Development, Strategic Partnerships

Education
Saint Mary's College of California
Bachelor of Arts, Human Services

Jake Leenerts Jake Leenerts Pleasant Hill, California Details
Jake Leenerts's AssetMark Experience April 2013 - July 2014
Job Creative Professional with Wealth Management and Government Experience
Industry Financial Services
Experience
AssetMark   April 2013 - July 2014
AssetMark   April 2008 - April 2013
Bank of the West  April 2005 - April 2008

Skills
Customer Service, Account Management, Outlook, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Strategic Planning

Education
California State University-East Bay   1998 — 2000
English, Creative Writing

Diablo Valley College   1996 — 1998
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities

Jennifer Overhoff Jennifer Overhoff Greater Los Angeles Area Details
Jennifer Overhoff's AssetMark Experience June 2007 - September 2011
Job VPNational Sales at Sheaff Brock Investment Advisors
Industry Financial Services
Experience
Sheaff Brock Investment Advisors  March 2014 - Present
Fidelity Investments  October 2012 - June 2013
AssetMark   June 2007 - September 2011
Principal Financial Group  2004 - 2006

Skills
Financial Planning, Insurance, Securities, Asset Management, Customer Relations, Cold Calling, Series 6, Mutual Funds, Wealth Management, Series 63, Banking, Group Benefits, Asset Allocation, Client Service, Wholesaling, Series 7, Investments, Finance, Relationship Management, Series 65, FINRA, Strategic Financial..., Financial Services, Employee Benefits, Management, Retirement Planning, Wholesale, Retirement, Financial Advisory, Life Insurance, Fixed Annuities, Sales, Portfolio Management, Disability Insurance, Training, 401k, Customer Service, Investment Strategies, Alternative Investments, Uniform Combined State..., Equities, Investment Advisory, IRAs, Long-term Care, Estate Planning, Health Insurance, Pensions, ETFs, Wealth Management..., Client Services

Education
California State University-Los Angeles   1993 — 1997
Sociology

Alverno High School

Cal Poly San Luis Obispo

Christina LoCastro Christina LoCastro San Francisco Bay Area Details
Christina LoCastro's AssetMark Experience April 2015 - Present
Job Marketing Coordinator at AssetMark
Industry Hospitality
Experience
AssetMark   April 2015 - Present
AssetMark   November 2013 - April 2015
Fountain View Fitness   2013 - 2014
Costco Wholesale  November 2007 - November 2013
Chicago Hilton Indian Lakes Resort  May 2011 - August 2011
Windsor Manor Assisted Living  July 2006 - November 2007

Skills
Team Leadership, Organization, Communication, Time Management, Customer Satisfaction, Office Administration, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Retail, Inventory Control, Cpr Certified, Cash Handling Experience, Public Speaking, Customer Service, Management, Event Planning, Leadership, Sales, Social Networking

Education
Eastern Illinois University   2008 — 2011
Bachelor of Science, Hospitality Administration/Management

Andy (Hemphill) McManis Andy (Hemphill) McManis Bloomington, Indiana Details
Andy (Hemphill) McManis's AssetMark Experience October 2011 - September 2014
Job Leadership Development | Change Management | InterGenerational Team Dynamics
Industry Professional Training & Coaching
Experience
VOX Consulting   June 2011 - Present
AssetMark   October 2011 - September 2014
Apollo Group  May 2006 - July 2011

Skills
Change Management, Process Simulation, Leadership Development, Performance Consulting, Instructional Design, Organizational..., Organizational..., Coaching, Staff Development, Performance Management, Training, Talent Management, Learning Management..., Needs Analysis, Employee Engagement, Adult Education, Benefits Administration, Career Development, Executive Management, Leadership, SharePoint, ADDIE, Great communications..., E-Learning

Education
University of Phoenix- MAED/Adult Education and Training   2010 — 2012
MA, Educational Leadership

University of Phoenix   2006 — 2010
Bachelor of Science in Business Management, Leadership, International Business, Total Quality Management

Arizona State University   2004 — 2005
General Studies Transfer

Mahsa Dinyari Mahsa Dinyari San Francisco Bay Area Details
Mahsa Dinyari's AssetMark Experience June 2015 - Present
Job Legal & Compliance Intern at AssetMark
Industry Legal Services
Experience
AssetMark   June 2015 - Present
The Collegian  September 2012 - Present
Law Offices of Jeffrey B. Kahn   October 2014 - March 2015
AssetMark   June 2014 - August 2014
Diablo Magazine  June 2013 - June 2014
Encore  June 2012 - December 2012
The Collegian (Saint Mary's College Newspaper)   September 2011 - November 2012
Blast Magazine  October 2011 - June 2012
The Hatchet   September 2010 - June 2011

Skills
Legal Writing, Legal Compliance, Financial Reporting, Market Analysis, Financial Analysis, Project Management, Microsoft Excel, English, Microsoft Office, Tax Law, Tax Returns, PowerPoint, InDesign, News Writing, Critical Thinking, Document Drafting, Legal Research

Education
Saint Mary's College of California   2011 — 2015
Bachelor of Arts (BA), English Language and Literature, General, Communications, 3.8

Ashley Schatz Ashley Schatz Phoenix, Arizona Details
Ashley Schatz's AssetMark Experience March 2014 - Present
Job HR Programs Coordinator at AssetMark
Industry Financial Services
Experience
AssetMark   March 2014 - Present
Embassy Management, LLC  March 2013 - March 2014
Career Path Services  May 2012 - August 2012
River Point Farms  June 2011 - September 2011
The Davenport Hotel and Tower  February 2011 - June 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Data Entry, HRIS

Education
Eastern Washington University   2008 — 2012
Bachelor's degree, Human Resources Management

Celeste Holyoake, Celeste Holyoake, Greater Los Angeles Area Details
Celeste Holyoake,'s AssetMark Experience December 2013 - Present
Job Sales Consultant at AssetMark
Industry Investment Management
Experience
AssetMark   December 2013 - Present
Santa Ana Police Foundation   September 2013 - November 2013
Barrington Investments   February 2013 - July 2013
SGI  September 2011 - October 2012
Darrel Dorr Productions   June 2010 - August 2011
What The Dickens Carolers   October 2010 - January 2011
Indiana University Bloomington  January 2010 - May 2010

Skills
Marketing, Event Management, Public Speaking, Social Media, Creative Direction, Marketing Communications, Event Planning, Video, Entrepreneurship, Real Estate, Strategic Financial..., Financial Reporting, Financial Analysis, Social Networking

Education
Indiana University - Kelley School of Business   2006 — 2010
Bachelor of Science, Business; Entrepreneurship and Management

Arshaun Kalantari Arshaun Kalantari Pleasanton, California Details
Arshaun Kalantari's AssetMark Experience June 2015 - Present
Job Market Analyst at Assetmark
Industry Financial Services
Experience
AssetMark   June 2015 - Present
Department of State  June 2014 - September 2014

Skills
International Relations, International..., Foreign Policy, Human Rights, Public Speaking, International Security, Government, Politics, Policy Analysis, Diplomacy, European Union, Foreign Affairs, Strategic Planning, Policy, Political Science, Public Policy, Research

Education
Dartmouth College   2015 — 2019
Comparative Politics

Foothill High   2011 — 2015

Richard Noma, CFA, CAIA Richard Noma, CFA, CAIA Concord, California Details
Richard Noma, CFA, CAIA's AssetMark Experience June 2010 - Present
Job Investment Strategies Group at AssetMark
Industry Financial Services
Experience
AssetMark   June 2010 - Present
The Pacific Bridge Companies  March 2009 - May 2010
Bank of Hawaii Asset Management Group   July 2005 - March 2009
Bank of America Private Bank  April 2000 - July 2005

Skills
Alternative Investments, Financial Analysis, Wealth Management, Investment Management, Investment Strategies, Portfolio Management, Asset Management, Investments, Management

Education
Loyola Marymount University   1997 — 1999
MBA, Finance

University of Arizona   1991 — 1996
Bachelor of Arts (BA), Political Science

Jason Panke Jason Panke San Francisco Bay Area Details
Jason Panke's AssetMark Experience July 2015 - Present
Job Release Manager
Industry Computer Software
Experience
AssetMark   July 2015 - Present
HP Autonomy  November 2012 - July 2015
HP Autonomy  October 2011 - November 2012
Abbott Laboratories  June 2009 - October 2011
Abbott Laboratories  July 2007 - June 2009
Imaging Office Systems  October 2002 - July 2007
Flextronics  December 2001 - July 2002
Houlihans  July 2000 - December 2001
USMC  October 1995 - February 2000

Skills
Process Improvement, Software Documentation, Business Intelligence, Business Analysis, SDLC, Business Process, Cross-functional Team..., Management, Integration, Project Management, SaaS, Testing, Software Development, Vendor Management, SharePoint, Visio, Team Building, Document Management, Team Leadership, SQL, Program Management, Quality Assurance, Data Analysis, MS Project, Supply Chain, Supply Chain Management, Software Quality Control, Release Management

Education
Northwestern University   2006 — 2008
Masters of Science in Computer Information Systems, Computer Informaiton Systems

Robert Morris University - Illinois   2000 — 2003
BS, Applied Science, Computer Networking

Kramer Morris Kramer Morris Scottsdale, Arizona Details
Kramer Morris's AssetMark Experience May 2014 - Present
Job Account Operations Specialist at AssetMark Trust Company
Industry Financial Services
Experience
AssetMark   May 2014 - Present
Gallup  November 2009 - May 2014
The Campus Special  August 2013 - August 2013
CIMBA  2012 - 2012

Skills
Microsoft Excel, Microsoft Office, Customer Satisfaction, Microsoft Word, Team Leadership, Market Research, Customer Service, Data Analysis, Teamwork, PowerPoint, Event Planning, Social Networking, Communication, Public Speaking

Education
University of Nebraska-Lincoln   2008 — 2013
Bachelor of Science (B.S.), Business Administration

CIMBA   2012 — 2012
Business Administration and Management, General

Adam Hanna Adam Hanna Danville, California Details
Adam Hanna's AssetMark Experience June 2015 - Present
Job Operations and Service Business Analyst Intern at AssetMark
Industry Financial Services
Experience
AssetMark   June 2015 - Present
AssetMark   2014 - 2014

Skills
Microsoft Office, Microsoft Excel, Management, Project Management, Customer Service, Business Analysis, Team Leadership, SharePoint, Microsoft Word

Education
California State University-Chico   2015 — 2016
Business Administration, Project Management

William Upham William Upham Chandler, Arizona Details
William Upham's AssetMark Experience January 2015 - Present
Job New Business Team Case Manager at AssetMark
Industry Financial Services
Experience
AssetMark   January 2015 - Present
Rawhide Western Town & Steakhouse  September 2012 - December 2014
Boston Market  July 2011 - July 2012

Skills
Customer Service, Sales, Leadership, Teamwork, Public Speaking, Microsoft Excel, Social Networking, Time Management, Project Management, Fundraising, Financial Analysis, Team Building

Education
Arizona State University   2011 — 2014
Bachelor's degree, Finance and Financial Management Services

Siena Sydnor Siena Sydnor Phoenix, Arizona Area Details
Siena Sydnor's AssetMark Experience February 2015 - Present
Job Sr Manager, Operations at AssetMark
Industry Financial Services
Experience
AssetMark   February 2015 - Present
AssetMark   August 2011 - February 2015
AssetMark   June 2009 - August 2011
AssetMark   January 2007 - June 2009
Northwestern Mutual Investment Services  September 2004 - December 2006

Skills
Life Insurance, Financial Services, Vendor Management, New Business Development, Insurance, Process Improvement, Mutual Funds, Risk Management, Program Management, Investments, Project Management, Wealth Management, Series 63

Education
Arizona State University, W. P. Carey School of Business   2002 — 2004

Boston University Questrom School of Business   2002 — 2004

Xavier College Preparatory   1996 — 2000

Ruthie Wei Ruthie Wei Phoenix, Arizona Area Details
Ruthie Wei's AssetMark Experience July 2015 - September 2015
Job Process Excellence Intern at AssetMark
Industry Information Technology and Services
Experience
AssetMark   July 2015 - September 2015
Honeywell Aerospace  February 2015 - May 2015
Arizona State University W.P. Carey School of Business   August 2014 - May 2015
U-Haul International, Inc.   April 2014 - August 2014
Arizona State University  August 2012 - December 2013

Skills
Data Analysis, Microsoft Office, Microsoft Excel, Public Speaking, Higher Education, Teaching, PowerPoint, Student Development, Marketing, Research, Matlab, Statistics, Student Affairs, Multi Tasking, Logistics Analysis, Supply Chain Management

Education
Arizona State University, W. P. Carey School of Business   2014 — 2015
Master of Science (M.S.), Business Analytics, 3.7

Arizona State University   2010 — 2013
BS, SCM, GPA3.8

Jason Herrmann Jason Herrmann San Francisco, California Details
Jason Herrmann's AssetMark Experience August 2015 - Present
Job Freelance UI/UX Visual Designer at AssetMark
Industry Graphic Design
Experience
AssetMark   August 2015 - Present
Bank of America  December 2013 - June 2015
AssetMark   March 2013 - November 2013
First American Home Buyers Protection  March 2012 - February 2013
DraftFcb Healthcare  August 2008 - September 2011
Infranco Moore Group  July 2007 - July 2008
Chandler Chicco Agency  2005 - 2007
Regan Campbell Ward • McCann   2004 - 2005
ARPageOne   1999 - 2003

Skills
QuarkXPress, Graphic Design, Art Direction, Photoshop, Adobe Acrobat, Adobe Creative Suite, Creative Direction, Advertising, Graphics, Marketing Communications, Image Manipulation, Direct Mail, Banner Ads, Email Newsletter Design, UI/UX, Web Site Production, Retouching, Typography, Illustrator, Logo Design, InDesign, Corporate Identity, Brochures, Mac, Packaging, Web Design, Layout, Production, Concept Development, Copywriting, Pre-press, Invitations, Print Production, User Experience Design

Education
Kennesaw State University   1992 — 1997
English Degree

Kennesaw University   1992 — 1997
B.A, English

Brandon Kaplan Brandon Kaplan Phoenix, Arizona Details
Brandon Kaplan's AssetMark Experience January 2015 - Present
Job Regional Relationship Manager (Advisor Services) at AssetMark, Inc.
Industry Financial Services
Experience
AssetMark   January 2015 - Present
Burbank Unified School District (Burbank High School)   January 2011 - May 2011
Cutler Commercial  May 2009 - August 2009

Skills
• Advanced proficiency..., • Exceptional..., • Innovative, • Dynamic team builder, • Adaptable, • Problem solver, Microsoft Office, Customer Service, Management

Education
California State University-Northridge   2012 — 2014
Bachelor of Science (B.S.), Finance, General

University of Arizona

Benjamin Kitchen Benjamin Kitchen San Francisco Bay Area Details
Benjamin Kitchen's AssetMark Experience March 2015 - Present
Job Practice Management Associate at AssetMark
Industry Financial Services
Experience
AssetMark   March 2015 - Present
Public Consulting Group  October 2013 - March 2015
Public Consulting Group  January 2013 - October 2013
Pioneer Investments  July 2012 - October 2012
Massachusetts House of Representatives  February 2011 - May 2012

Skills
Project Management, Process Improvement, Financial Analysis, Strategic Planning, Research, Corporate Finance, Account Reconciliation, Microsoft Excel, Investment Knowledge, Oral & Written..., Customer Service, Client Relations Skills, Microsoft Dynamics, Microsoft Word, Windows, Billing Systems, PowerPoint, Presentations, DST, Analysis, Management, Business Analysis, Data Analysis, Finance, Leadership

Education
Boston University   2010 — 2012
Bachelor of Arts (B.A.), Political Science

James Cizek James Cizek Santa Rosa, California Details
James Cizek's AssetMark Experience 2015 - 2015
Job Network Administrator / Technical Implementation Engineer at i2 Systems Inc.
Industry Information Technology and Services
Experience
i2i Systems Inc.  December 2014 - Present
KLH Consulting  September 2013 - Present
AssetMark   2015 - 2015
AssetMark   2015 - 2015
National Budget Planners  January 2013 - August 2013
Clare Computer Solutions  January 2011 - January 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Networking, Windows Server, Cisco Technologies, Microsoft SQL Server, Cloud Computing, Leadership

Education
Golden Gate University
Bachelor of Applied Science (B.A.Sc.), Information Technology

Heald College-Concord
Associate of Applied Science, Information Technology

Nick Lapin Nick Lapin Beverly Hills, California Details
Nick Lapin's AssetMark Experience November 2014 - Present
Job Business Development Specialist at AssetMark
Industry Investment Management
Experience
AssetMark   November 2014 - Present
AssetMark   January 2014 - Present
AssetMark   October 2013 - December 2013
Genworth Financial  May 2013 - October 2013
Bank of America  March 2012 - May 2013
Merrill Lynch  August 2011 - January 2012
Coldwell Banker  March 2005 - February 2011

Skills
Series 6, Series 63, Series 65, Investments, Mutual Funds, Stocks, ETFs, Retirement Planning, Retirement Savings, Roth IRA, Simple IRA, SEP IRA, Traditional IRA, 401k, 401k Rollovers, Growth Management, Multi-family Investments, Investment Management, Banking, Real Estate, Real Estate Development

Education
California State University-Northridge   2011 — 2013
Bachelor's degree, Financial Planning and Services, 3.62

Chris Zorza Chris Zorza Phoenix, Arizona Area Details
Chris Zorza's AssetMark Experience January 2014 - Present
Job Manager Custody Operations at AssetMark
Industry Financial Services
Experience
AssetMark   January 2014 - Present
Genworth Financial  December 2006 - December 2013
Charles Schwab  November 2005 - December 2006

Skills
Asset Allocation, Leadership, Mutual Funds, Securities, Investment Strategies, Training, Coaching, Project Management, Insurance, Series 7, Customer Satisfaction, Risk Management, Retirement Planning, Management, Process Improvement, Series 63, Wealth Management, Financial Services, Alternative Investments, 401k, Strategic Financial..., Portfolio Management, Retirement, Asset Management

Education
Northern Michigan University   1991 — 1999
B.S., Finance Management

University of Phoenix   2003 — 2005
MBA, Management

Cody Selvester, PMP Cody Selvester, PMP San Francisco Bay Area Details
Cody Selvester, PMP's AssetMark Experience September 2013 - May 2014
Job Certified PMP and CSM with practical experience and a solid understanding of an extensive range of business applications
Industry Marketing and Advertising
Experience
Bank of the West  May 2015 - Present
AssetMark   September 2013 - May 2014
Kaiser Permanente  May 2012 - August 2013
Amplify Technologies, LLC   June 2011 - May 2012
Wells Fargo Bank  September 2009 - March 2011
MacDonald-Bedford, LLC  November 2008 - May 2009
FlashBacks Unlimited   June 2005 - October 2008
Norfield Industries  June 2004 - July 2005

Skills
Dreamweaver, Visio, HTML, SharePoint, CSS, PowerPoint, Salesforce.com, Manticore, Infusionsoft, PMP, Advertising, Access, Online Marketing, Email Marketing, MS Project, Photoshop, PHP, FTP, Quality Assurance, Project Management, Communication, File Sharing, Microsoft Office, Scrum, Agile Methodologies, Web Development, Negotiation, Team Building, Risk Assessment, Six Sigma, Marketing, Project Portfolio..., Databases, IT Management, Budgets, Microsoft Project

Education
California State University-Chico
Bachelor of Science (B.S.), Marketing

California State University-Chico
Bachelor of Science (B.S.), Business Management

Project Management Institute (PMI)   2012 — 2012
PMP, Project Management

David Phu, CPA David Phu, CPA San Francisco Bay Area Details
David Phu, CPA's AssetMark Experience July 2011 - May 2014
Job Senior Associate at PwC
Industry Financial Services
Experience
PwC  June 2014 - Present
AssetMark   July 2011 - May 2014
State Street Bank  May 2007 - December 2010
Pension Specialists, Inc  November 2005 - May 2007

Skills
Financial Reporting, Account Reconciliation, Mutual Funds, Accounting, Investments, Valuation, Analysis, Financial Statements, Fund Accounting, Auditing, Fund Administration, Internal Audit, Microsoft Excel, Project Management, Trading, Financial Accounting, Financial Analysis, Teaching, Microsoft Office

Education
University of California, Davis   2000 — 2005
Bachelor of Science (B.S.), Managerial Economcis

Golden Gate University   2012 — 2013
Master of Science (M.S.), Finance, General

Evangeline Trumble Evangeline Trumble Phoenix, Arizona Area Details
Evangeline Trumble's AssetMark Experience April 2013 - Present
Job Senior Relationship Manager at AssetMark, Inc.
Industry Financial Services
Experience
AssetMark   April 2013 - Present
Genworth Financial  August 2009 - April 2013
Charles Schwab  February 2008 - April 2009
Ameriprise Financial  October 2006 - February 2008
USAA Federal Savings Bank  2002 - 2006
Choice Hotels International  January 1998 - January 2001
Choice Hotels International  January 1996 - January 1998
Choice Hotels International  January 1993 - January 1996

Skills
Employee Benefits, Retirement, Sales, Strategic Planning, Call Centers, Budgets, Series 7, Estate Planning, Pensions, Financial Advisory, Small Business, Retirement Savings, Business Relationship..., Operations Management, Workforce Planning, Workflow Applications, IRAs, Trust Services, Manage Client..., Department Budgeting, Executive Coaching, Department..., Financial Services, Management, Investments, Leadership, Retirement Planning, Business Strategy, CRM, Portfolio Management, Risk Management

Education
Lewis and Clark College
Bachelor of Arts, Communications

Praful Nadella Praful Nadella Houston, Texas Details
Praful Nadella's AssetMark Experience 2013 - Present
Job Business Analyst at Cypress Global Services
Industry Information Technology and Services
Experience
Cypress Global Services Inc   June 2013 - Present
AssetMark   2013 - Present
Thomas Roulston Investment Partners, Inc.   June 2012 - August 2012
Infotech Enterprises Ltd  August 2008 - July 2011

Skills
Problem Solving, C, C++, Requirements Analysis, Risk Management, IT Operations, Operations Management, Databases, Business Analysis, Competitive Analysis, Data Analysis, SQL, Testing, Analysis, Financial Modeling, Team Leadership, Six Sigma, Software Development, ERP, Business Development, Software Project..., Management

Education
WEATHERHEAD SCHOOL OF MANAGEMENTCase Western Reserve University   2011 — 2013
Master, Business Administration, GPA 3.9

Andhra University   2004 — 2008
Bachelor of Technology, Information Technology

vijnana vihara

Martin Andersons Martin Andersons San Francisco Bay Area Details
Martin Andersons's AssetMark Experience January 2014 - Present
Job Sr. Manager at AssetMark
Industry Internet
Experience
AssetMark   January 2014 - Present
Friends of The University of Latvia   February 2011 - Present
StartupLatvia   May 2013 - Present
LinkedIn  October 2012 - February 2013
GE Capital Corp  July 2006 - August 2011
Merry Point Development Co. of Virginia   December 2002 - May 2004
JPMorgan Chase & Co.   July 1997 - December 2002
JPMorgan  1997 - 2002

Education
Columbia University - Columbia Business School
MBA

Northwestern University
BA

Polytechnic School

Angela Drake Angela Drake State College, Pennsylvania Details
Angela Drake's AssetMark Experience January 2015 - Present
Job Retirement Plan Administrator at AssetMark
Industry Financial Services
Experience
AssetMark   January 2015 - Present
Zumba  July 2012 - Present
Aris Corporation  March 2014 - December 2014
Kish Bank  July 2012 - March 2014
Kish Bank  August 2010 - July 2012
Interac Co., Ltd.   September 2006 - March 2010
Japan Exchange and Teaching Program(me) (JET)   2004 - 2006
Aris Corporation  July 2003 - July 2004

Skills
Editing, Banking, Japanese, Japanese culture, Event Planning, Intercultural..., Microsoft Office, Teaching, Teaching English as a..., Proofreading, Microsoft Word, Photoshop, ESL, International Education, Social Networking, Teaching English as a..., InDesign, QuarkXPress, Nonprofits, Public Speaking

Education
Dickinson College   1999 — 2003
Bachelor of Arts (BA), English Language and Literature/Letters

Ben Johnson Ben Johnson Concord, California Details
Ben Johnson's AssetMark Experience March 2015 - Present
Job Director, Brand and Corporate Communication at AssetMark
Industry Financial Services
Experience
AssetMark   March 2015 - Present
Institutional Real Estate, Inc.   July 2014 - March 2015
Marcus & Millichap  February 2013 - July 2014
Cole Real Estate Investments  May 2011 - February 2013
Johnson Media Ventures LLC   April 2009 - May 2011
Cygnus Business Media  August 2010 - April 2011
American Airlines  July 2006 - September 2008
CoStar Group  January 2005 - June 2006
Wells Real Estate Funds  November 2002 - January 2005
Penton Media  September 1992 - December 1999

Skills
Marketing, Social Media, Retail, Media Relations, New Business Development, Business Development, B2B, Leadership, Sales, Management, Blogging, Public Relations, Real Estate, Publishing, Commercial Real Estate, Disposition, Public Speaking, Investment Properties, Social Media Marketing, Marketing Strategy, Marketing Communications, Online Marketing, Market Research, Advertising

Education
University of Missouri-Columbia   1980 — 1982
Bachelor's degree, Business Journalism

Missouri Southern State University   1978 — 1980
Associate of Arts (A.A.), Business, Journalism

Roger Alt Roger Alt San Francisco Bay Area Details
Roger Alt's AssetMark Experience November 2012 - Present
Job Vice President, Digital Product Development at AssetMark
Industry Financial Services
Experience
AssetMark   November 2012 - Present
Citi  2009 - 2012
Charles Schwab  2007 - 2009
Charles Schwab  2002 - 2007
Charles Schwab  1999 - 2002
Charles Schwab  1996 - 1999
Charles Schwab  1995 - 1996
Charles Schwab  1992 - 1995
Charles Schwab  1990 - 1992

Skills
Series 7, Series 24, Program Management, Project Management, Product Development, Cross-functional Team..., Customer Experience, Strategy, Management, Marketing Strategy, Financial Services, Website Development, User Experience, Achieving Results, Banking, Process Improvement, Leadership, Business Process..., Project Portfolio..., Business Analysis, Marketing, Strategic Planning

Education
Stanford University   1983 — 1987
BA, Psychology

Punahou School   1970 — 1983

Robert Reasoner Robert Reasoner San Francisco Bay Area Details
Robert Reasoner's AssetMark Experience April 2001 - Present
Job Senior Software Engineer at AssetMark, Inc.
Industry Internet
Experience
AssetMark   April 2001 - Present
OneMediaPlace   October 1999 - February 2001
Iowa Department of Education  January 1999 - September 1999
TEAM Technologies  June 1998 - November 1998

Education
Grinnell College   1993 — 1998
BA, Chemistry

Lincoln High School   1989 — 1993

Eric Van Wagner Eric Van Wagner Phoenix, Arizona Area Details
Eric Van Wagner's AssetMark Experience July 2014 - Present
Job Software Engineer at AssetMark
Industry Telecommunications
Experience
AssetMark   July 2014 - Present
Cable One  August 2010 - Present
Bresnan Communications  September 2006 - July 2008
Innovative Card Scanning Inc   October 2005 - September 2006
Privacy, Inc   November 2003 - October 2005
Vocaldata, Inc   September 1999 - September 2003

Skills
Integration, Network Engineering, Linux, VoIP, Cisco Technologies, H.323, Software Development, J2EE Web Services, Networking, MPLS, Testing, SS7, DOCSIS, IP, Troubleshooting, Security, Solaris, QoS, VPN, Scrum, SIP, MGCP, Routers, OSPF, Agile Methodologies, Product Management, J2EE Application..., Switches, IPSec, Telecommunications, TCP/IP, Telephony, Unified Communications, Multithreading, MySQL, SNMP, Firewalls, C++, IPTV, BGP, Perl, Ethernet, Network Design, Network Security, WiFi, Java, IVR, SQL, Network Architecture, ISDN

Education
Arizona State University   1996 — 1999

Derek Zachmann Derek Zachmann Greater Denver Area Details
Derek Zachmann's AssetMark Experience July 2015 - Present
Job Strategic Accounts Sales Manager at AssetMark
Industry Financial Services
Experience
AssetMark   July 2015 - Present
Four26 Partners LLC   January 2013 - Present
Curian Capital  November 2002 - December 2012
Berger Financial Group  September 2001 - October 2002
Charles Schwab  March 2000 - June 2001

Skills
Investments, Marketing, Investment Advisory, New Business Development, Relationship Management, Business Planning, Strategic Financial..., Strategy, Start-ups

Education
University of Colorado Denver
Master of Business Administration (M.B.A.)

Metropolitan State College of Denver
Bachelor of Science (B.S.), Management

Nikki Khraizat, PHR Nikki Khraizat, PHR Phoenix, Arizona Area Details
Nikki Khraizat, PHR's AssetMark Experience April 2015 - Present
Job VP, HR at AssetMark
Industry Human Resources
Experience
AssetMark   April 2015 - Present
AssetMark (formerly Genworth Financial Wealth Management)   September 2013 - April 2015
Genworth Financial  June 2011 - August 2013
Greater Phoenix Economic Council  July 2010 - July 2011
Greater Phoenix Economic Council  May 2007 - July 2010
Cable One, Inc  April 2006 - May 2007
Staff Management / Seaton Corp   September 2004 - March 2006
US Army  July 1998 - February 2003

Skills
Spanish, Change Management, Recruiting, Performance Management, Operations Management, Strategic Partnerships, Compensation & Benefit, Analysis, Human Resources, Non-profit Volunteer, Board of Director..., Microsoft Office, Oracle HR, Employee Relations, Employment Law, Employee Wellness, Leadership, Strategic Planning, Interviews, Policy, Organizational..., Business Development, Management, Program Management, HR Consulting, Team Building, Hiring, Strategy, Career Development, HRIS, Performance Appraisal, Talent Acquisition, Leadership Development

Education
Auburn University   1994 — 1998
Criminology, Psychology

Universidad Internacional
Spanish

Bob Lawhorn Bob Lawhorn Austin, Texas Details
Bob Lawhorn's AssetMark Experience April 2008 - Present
Job Regional Consultant at AssetMark, Inc.
Industry Investment Management
Experience
AssetMark   April 2008 - Present
Nationwide  August 2006 - April 2008

Skills
Wealth Management, Investment Management, Series 63, Asset Allocation, Series 6, Retirement Planning, Retirement, Series 65, Investments, Alternative Investments, 401k

Education
Miami University   2002 — 2006
Bachelor of Science (B.S.), Finance

Margaret Balcom Margaret Balcom San Francisco Bay Area Details
Margaret Balcom's AssetMark Experience July 2013 - March 2015
Job Accounting Professional
Industry Accounting
Experience
AssetMark   July 2013 - March 2015
Andronico's Markets  October 2011 - July 2013
Logistic Air, Inc.   March 2009 - July 2009
AndersonDDB   2007 - 2008
Meridian Capital, Inc.   August 2002 - October 2007

Skills
Multi-state Payroll..., Payroll Processing, Paychex, Payroll, ADP Payroll, Ceridian Payroll System, Journal Entries, General Ledger, Account Reconciliation, Microsoft Excel, Strategic Planning, Leadership, Microsoft Office, Accounting, Tax Preparation

Education
Texas Wesleyan University   1996 — 1997

The University of Texas at Arlington   1994 — 1996
BS, Accounting

Middlesex Community College   1976 — 1977
A.S., Accounting

Raygar Khailany Raygar Khailany Phoenix, Arizona Area Details
Raygar Khailany's AssetMark Experience June 2015 - Present
Job VP, Corporate Development and Integrations at AssetMark
Industry Financial Services
Experience
AssetMark   June 2015 - Present
AssetMark   November 2012 - June 2015
AssetMark Trust Company   November 2009 - June 2015
Genworth Financial Wealth Management  December 2006 - November 2012
Genworth Financial  January 2005 - December 2006
General Electric  January 2003 - January 2005

Skills
Asset Managment, Financial Modeling, Six Sigma, Portfolio Management, Risk Management, Business Analysis, Financial Analysis, SDLC, Process Improvement, Investments, Vendor Management, Mergers, Project Management, Strategic Financial..., Salesforce.com, Analytics, Financial Services, Operations Management, Change Management, Strategy, IT Strategy, JavaScript, Product Management, Program Management, Cross-functional Team..., Leadership

Education
Arizona State University, W. P. Carey School of Business   2009 — 2011
Master of Business Administration (M.B.A.)

Indiana University - Kelley School of Business   1998 — 2002
Bachelor of Science (B.S.), Business Administration

Kendell Momaney Kendell Momaney United States Details
Kendell Momaney's AssetMark Experience January 2011 - Present
Job Vice President, Technology at AssetMark
Industry Information Technology and Services
Experience
AssetMark   January 2011 - Present
Wells Fargo Bank  November 2009 - November 2010
JPMorgan Chase  September 2008 - December 2009
Washington Mutual  October 2005 - September 2008
Providian Financial  October 2002 - January 2006
Providian Financial  October 1994 - October 2002

Skills
Business Process Mapping, Customer Retention, Business Transformation, Organizational..., E-commerce, IT Leadership, Customer Service, Strategy, Governance, Liaison, Contract Negotiation, Project Management, Leadership, Cross-functional Team..., Process Improvement, Management, Vendor Management, Operations Management, Credit Cards, Talent Management, Program Management, Risk Management, SDLC, Outsourcing, Analytics, Team Building, Call Centers, Mergers & Acquisitions, Business Development, Financial Services, Business Process, Business Strategy, Executive Management, Business Process..., Banking, Business Analysis, Enterprise Software, Project Portfolio..., Budgets, Team Management, PMO, Integration, Product Management, Business Intelligence, CRM, Change Management, Business Requirements, Product Development, Relationship Management, IT Strategy

Education
University of California, Berkeley, Haas School of Business   2014 — 2014
Certificate, Financial Analysis for Non Financial Executives, Certified

Medic First Aid/CPR   2010 — 2010
First/Aid CPR Certificate

Six Sigma - Qualtech   2005 — 2005
Six Sigma, Green Belt

California State University-Sacramento   1987 — 1991
Bachelors, Organizational Communications

Javan Lewis Javan Lewis San Francisco Bay Area Details
Javan Lewis's AssetMark Experience January 2014 - Present
Job Software Engineer II at AssetMark
Industry Information Technology and Services
Experience
AssetMark   January 2014 - Present
Genworth Financial  May 2008 - December 2013
Wells Fargo  October 2006 - December 2007
Devuture   December 2005 - September 2006
J.D. Power and Associates   September 2001 - December 2005
NS Consulting   March 2000 - September 2001
VisionOne  December 1998 - February 2000

Skills
Agile Methodologies, SDLC, SQL, Databases, Database Design, Data Modeling, Business Intelligence, Data Warehousing, OLAP, ETL, Microsoft SQL Server, SSIS, SSRS, SSAS 2008, Powershell, Active Directory, Red Hat Linux, MySQL, Oracle, T-SQL, PL/SQL, SQL Tuning

Education
California State University, Fresno   1995 — 1999

Chrissy Pryor Chrissy Pryor San Francisco Bay Area Details
Chrissy Pryor's AssetMark Experience January 2013 - Present
Job IT Business Analyst at AssetMark
Industry Information Technology and Services
Experience
AssetMark   January 2013 - Present
Bank of the West  August 2010 - January 2013
Wells Fargo  December 2009 - August 2010
Washington Mutual Card Services  2007 - 2009
Washington Mutual  1993 - 2009
Washington Mutual Card Services  2004 - 2007
Washington Mutual/Providian Financial   February 2001 - August 2004
Ingram Entertainment  1986 - 1993

Skills
User Acceptance Testing, IT Management, Strategy, Change Management, Project Management, Management, Cross-functional Team..., Testing, Operations Management, Software Project..., Business Requirements, PMP, Program Management, Outsourcing, Analytics, PMO, Project Portfolio..., Sales, Agile Methodologies, Business Process, Visio, Quality Assurance, SharePoint, Business Process..., Requirements Gathering, Integration, Call Centers, Analysis, Leadership, Business Analysis, Process Improvement, Enterprise Architecture, Product Management, Finance, Vendor Management, Business Intelligence, Requirements Analysis, Team Leadership, Risk Management, Software Documentation, Project Planning, Software Development, SDLC, CRM, IT Strategy, Data Analysis, MS Project, Banking, Process Engineering

Education
Chabot College

Aram Choi, CFA Aram Choi, CFA San Francisco Bay Area Details
Aram Choi, CFA's AssetMark Experience June 2010 - June 2014
Job Head Trader at Nelson Capital Management
Industry Financial Services
Experience
Nelson Capital Management  June 2014 - Present
AssetMark   June 2010 - June 2014
OceanView Capital; Prestige Capital   November 2007 - May 2010
Great Point Capital  August 2003 - November 2007

Skills
Electronic Trading, Equities, Portfolio Management, Series 7, Investments, Bloomberg, Securities, Asset Management, Mutual Funds, Asset Allocation

Education
Northwestern University
Bachelor's Degree

Michael Felkins Michael Felkins San Francisco Bay Area Details
Michael Felkins's AssetMark Experience May 2014 - November 2014
Job Windows System Administrator
Industry Information Technology and Services
Experience
AssetMark   May 2014 - November 2014
Bluhomes  February 2014 - February 2014
Robert Half International  2010 - 2013
Hewlett-Packard  October 2012 - November 2012
Ambient Consulting, LLC   February 2012 - August 2012
Volt Technical Resources  March 2010 - September 2011
Robert Half Technology  August 2008 - March 2010
Wells Fargo  March 1999 - May 2008
Harris Corporation  February 1981 - November 1998

Skills
Powershell, VBScript, Windows Server, Active Directory, XP, Storage Area Networks, High Availability, Servers, SAN, IIS, Unix, Windows XP, Vendor Management, Data Center, Firewalls, Operating Systems, Technical Support, Infrastructure, Disaster Recovery, Security, Microsoft SQL Server, Information Technology, Troubleshooting

Education
California State University-Fresno   1971 — 1973
BA, Poli Sci

Moorpark College   1970 — 1971
AA, General ED

Jeffrey Whitfill Jeffrey Whitfill Phoenix, Arizona Area Details
Jeffrey Whitfill's AssetMark Experience March 2013 - Present
Job Operations Analyst at AssetMark, Inc
Industry Telecommunications
Experience
AssetMark   March 2013 - Present
Loan Resolution Corporation  June 2011 - September 2012
Public Storage  May 2005 - March 2011
MCIWorldCom  October 1998 - May 2005
AT&T  April 1993 - September 1998

Skills
Program Management, Vendor Management, Management, Access, Call Center, Call Centers, Training, Marketing, Forecasting, Leadership, Analysis, Team Building, Budgets, Customer Service, Customer Satisfaction

Education
University of Phoenix   2003 — 2006
Bachelors of Science, Information Technology

Milligan College   1988 — 1990
B.A, Business

New Horizons' Computer Learning Center

Hsuan-Wen Wang, CPA Hsuan-Wen Wang, CPA San Francisco Bay Area Details
Hsuan-Wen Wang, CPA's AssetMark Experience September 2013 - September 2014
Job
Industry Accounting
Experience
Bank of the West  September 2014 - Present
AssetMark   September 2013 - September 2014
Computershare  December 2010 - September 2013
Ghaffari and Zaragoza LLP   May 2007 - November 2010
Beyond Emancipation  September 2006 - May 2007
San Francisco Planning and Urban Research Association (SPUR)   March 2005 - August 2006
Telegraph Area Association   March 2004 - March 2005

Education
California State University-East Bay   2005 — 2007

UC San Diego School of Global Policy and Strategy (GPS)   2000 — 2002
M.A

Fu Jen Catholic University   1996 — 2000
BA

Patrick Gruber, CFP® Patrick Gruber, CFP® Chicago, Illinois Details
Patrick Gruber, CFP®'s AssetMark Experience March 2014 - Present
Job Sales Consultant
Industry Investment Management
Experience
AssetMark   March 2014 - Present
RMB Capital Management  May 2011 - January 2014
AllianceBernstein  November 2006 - April 2011
RBC Dain Rauscher  2005 - 2005

Skills
Wealth Management, Investment Management, Retirement Planning, Series 65, Certified Financial...

Education
Creighton University   2002 — 2006
BSBA, Finance

Creighton Prep   1998 — 2002

Kapil Malhotra Kapil Malhotra San Francisco Bay Area Details
Kapil Malhotra's AssetMark Experience July 2015 - Present
Job IT Business Analyst at AssetMark Inc.
Industry Information Technology and Services
Experience
AssetMark   July 2015 - Present
Bank of the West  January 2015 - July 2015
Charles Schwab  September 2014 - January 2015
Serene Corporation  December 2009 - October 2014
Bank of the West  September 2008 - November 2009
Capital One  October 2007 - September 2008
National City Bank  December 2006 - September 2007
Orange PCS   March 2006 - November 2006

Skills
Business Analysis, CRM, Testing, Project Management, Requirements Analysis, Enterprise Architecture, Financial Reporting, Financial Accounting, Solution Architecture, Data Analysis, Siebel, Business Intelligence, Integration

Education
Institute of Management Technology, Ghaziabad   2001 — 2003
Post Graduate Diploma in Business Administration, Finance and Financial Management Services

Delhi University   1997 — 2000
Bachelor of Commerce (B.Com.), Finance, General

Lauren Kang Lauren Kang San Francisco Bay Area Details
Lauren Kang's AssetMark Experience March 2009 - Present
Job AssetMark
Industry Financial Services
Experience
AssetMark   March 2009 - Present
Kensington Investment Group  September 2005 - October 2008

Education
Mount Holyoke College   1992 — 1996
BA, Economic, English Literature

Shannon Gallop Shannon Gallop Phoenix, Arizona Area Details
Shannon Gallop's AssetMark Experience January 2014 - May 2014
Job Investment Consultant
Industry Financial Services
Experience
Vanguard  May 2014 - Present
AssetMark   January 2014 - May 2014
TD Ameritrade  January 2009 - January 2014
Wachovia  March 2007 - December 2008
Thrivent Financial for Lutherans  2005 - 2007
Ameriprise Financial  2003 - 2005
Centerpoint Energy  1998 - 2003
Spring ISD  1997 - 1998
Texas House of Representatives - State Representative Kevin Brady   1993 - 1996

Skills
401k, Retirement Planning, Microsoft Office, Asset Allocation, Options, Series 7, Mutual Funds, Retirement, Asset Managment, Investments, Securities, ETFs, Finance, Risk Management, Wealth Management, Portfolio Management, Visio, Business Process, Process Improvement, Strategic Financial..., Series 66, Investment Advisory, Asset Management, Uniform Combined State..., Insurance, Financial Analysis, Investment Strategies, Estate Planning, Financial Advisory, Wealth Management..., Long-term Care, Alternative Investments, IRAs, Wealth, Series 65, Analysis, FINRA, Separately Managed..., Series 6, Financial Planners, High Net Worth..., 401k Rollovers, Retirement Plan..., Wealth Accumulation, Personal Financial..., Investment Management

Education
Sam Houston State University   1993 — 1995
Bachelor of Arts (BA), Political Science and Government

Anthony Dirito Anthony Dirito Greater Boston Area Details
Anthony Dirito's AssetMark Experience November 2007 - Present
Job Regional Consultant at AssetMark
Industry Financial Services
Experience
AssetMark   November 2007 - Present
Dunham & Associates  2006 - 2008

Skills
Qualifying Prospects, Sales, Management, Wealth Management, Series 7, Series 63, Salesforce.com, Mutual Funds, Account Management, Customer Retention, Investments, Series 6, Investment Advisory

Education
Cambridge College   1996 — 1998
MED, Education

University of Massachusetts Dartmouth   1993 — 1995
BA, Sociology

Dean Cook Dean Cook Cincinnati Area Details
Dean Cook's AssetMark Experience 2000 - 2002
Job President at FTJ FundChoice
Industry Financial Services
Experience
FTJ FundChoice  January 2003 - Present
Assetmark   2000 - 2002
Quest Financial Group   1998 - 2000

Education
Miami University   1989 — 1994

Wes Taylor Wes Taylor Dallas/Fort Worth Area Details
Wes Taylor's AssetMark Experience December 2012 - October 2014
Job Regional Consultant with Beaumont Capital Mgt
Industry Investment Management
Experience
Beaumont Capital Management (BCM)   December 2014 - Present
AssetMark   December 2012 - October 2014
MFS Investment Management  December 2006 - August 2012
BlackRock  August 2004 - December 2006
Brinker Capital  September 2002 - July 2004

Skills
Series 63, Series 7, Mutual Funds, Investments, Asset Management, Asset Allocation, Wealth Management, Retirement Planning, Alternative Investments, Financial Services, Portfolio Management, Retirement, Investment Strategies, Investment Advisory

Education
Baylor University   1998 — 2001
BBA, Management & Business Strategy

Abilene Christian University   1996 — 1998
BBA Business Management

Brian Cleary Brian Cleary Greater Chicago Area Details
Brian Cleary's AssetMark Experience March 2014 - Present
Job Sales Consultant at AssetMark
Industry Financial Services
Experience
AssetMark   March 2014 - Present
Janney Montgomery Scott  August 2009 - March 2014
KeyBanc Capital Markets  October 2006 - August 2009
KeyBanc Capital Markets  May 2005 - August 2005
Wal-Mart Stores Inc.  May 2003 - August 2003

Skills
Series 7, Fixed Income, Securities, Bonds, Sales, Investments, Capital Markets, Investment Advisory, Equities, Asset Allocation, Portfolio Management, Mutual Funds, Asset Management, Wealth Management, Investment Banking, Banking, Series 63, Private Banking, Investment Strategies, Bloomberg

Education
Saint Bonaventure University   2001 — 2006
BA, Finance

St. Ignatius High School   1998 — 2001

Carolyn Stewart Carolyn Stewart San Francisco Bay Area Details
Carolyn Stewart's AssetMark Experience 2012 - Present
Job Director of Investment Products Marketing at AssetMark
Industry Financial Services
Experience
AssetMark   2012 - Present
Aria Retirement Solutions   2011 - October 2012
Charles Schwab Investment Management  August 2004 - August 2010
Charles Schwab  February 2002 - July 2004
Charles Schwab  November 1996 - February 2002
Charles Schwab  December 1992 - November 1996
Charles Schwab  July 1989 - December 1992
Republic Federal, A Weyerhauser Company   June 1986 - June 1989

Skills
Product Management, Product Development, Marketing, Leadership, Process Improvement, Financial Services, Investments, Portfolio Management, Strategic Communications, Mutual Funds, Marketing Strategy, Series 7, Alternative Investments, Strategy

Education
Georgetown University
BA, Economics

University of California, Los Angeles - The Anderson School of Management
MBA

Ms Chigi Giles Ms Chigi Giles San Francisco Bay Area Details
Ms Chigi Giles's AssetMark Experience Auditor
Job Accounting Professional
Industry Accounting
Experience
AssetMark   Auditor
ProxyMed  November 2000 - February 2008
NDCHealth  November 1999 - November 2000

Skills
Microsoft Office, Microsoft Excel, Access, Microsoft Word, Forecasting, Accounts Payable, Analysis, Account Reconciliation, Financial Reporting, Databases, Auditing, Event Planning, Accounts Receivable, Financial Analysis, Contract Management, Invoicing, Accounting

Education
California State University-East Bay   1994 — 1997
B.S., Business Admin - Finance

Solano Community College   1991 — 1994
A.S., Business

Donna LaBrie Donna LaBrie Concord, California Details
Donna LaBrie's AssetMark Experience April 2014 - Present
Job Executive Assistant to the Chief Investment Officer of AssetMark
Industry Executive Office
Experience
AssetMark   April 2014 - Present
AssetMark   July 2012 - Present
Delta Air Lines  May 2012 - June 2014
LaBrie Events   October 2009 - 2012
Keefe, Bruyette & Woods   January 2010 - December 2011
Charles Schwab  July 2005 - March 2009
Charles Schwab Corporate Services   2005 - 2009
National Association of Stock Plan Professionals   December 2002 - July 2005
Round Hill Securities, Inc.   October 2000 - May 2002

Skills
Event Management, Marketing Strategy, CRM, Advertising, Event Planning, Marketing, Vendor Management, Management, Contract Negotiation, Budgets, Sales, Trade Shows

Education
California State University-East Bay
BA, Human Development

Paul Loui Paul Loui San Francisco Bay Area Details
Paul Loui's AssetMark Experience April 2005 - Present
Job Sr. Financial Analyst at AssetMark
Industry Financial Services
Experience
AssetMark   April 2005 - Present
Genworth Financial Wealth Management  2005 - 2009
Alta Bates Med Ctr   1995 - 2001

Skills
Business Process, Business Process..., Business Analysis, Process Improvement, Strategic Financial..., Risk Management, Financial Modeling, Financial Analysis, SDLC, Securities, Business Process..., Visio, Business Intelligence, Business Requirements, Cross-functional Team..., Management, Series 7, Requirements Gathering, Analysis, Business Planning, Financial Services, Insurance, Portfolio Management, Mergers & Acquisitions, Vendor Management, Program Management, Data Analysis, Analytics, Banking, Investments, Mutual Funds, Asset Management, Financial Reporting

Education
California State University-Hayward - School of Business and Economics
BS, Accounting

Ryan Lambuth Ryan Lambuth San Francisco Bay Area Details
Ryan Lambuth's AssetMark Experience August 2009 - Present
Job at AssetMark
Industry Financial Services
Experience
AssetMark   August 2009 - Present
Securities America, Inc. Member FINRA/SIPC   July 2007 - March 2009
FINRA  June 2005 - July 2007

Skills
Securities, AML, Series 7, Financial Risk, Wealth Management, Internal Audit, Investments, Trading, Mutual Funds, Asset Management, FINRA, Risk Management, Financial Services

Education
California State University-East Bay   2001 — 2005
Bachelor, Business Administration - Finance

Elvis Howard Elvis Howard San Francisco Bay Area Details
Elvis Howard's AssetMark Experience July 2014 - November 2014
Job Finance Consultant & Business Operations
Industry Investment Banking
Experience
First Republic Bank  May 2015 - Present
Freelance  November 2014 - Present
Taproot Foundation  January 2014 - Present
The ED Agency   August 2011 - Present
AssetMark   July 2014 - November 2014
Clean Power Finance  March 2014 - June 2014
Enterprise Rent-A-Car  March 2011 - December 2011
Citi  November 2009 - September 2010
LA Times  September 2004 - September 2009

Skills
PeopleSoft, Crystal Reports, Microsoft Office, Forecasting, Access, Customer Satisfaction, Sales, Microsoft Excel, Outlook, PowerPoint, Account Management, Strategy Execution, Financial Analysis, Business Strategy, Budgets, Operations Management, Data Analysis, Marketing Strategy, Marketing, Start-ups, Global Strategy, Global Operations, IT Management, Quantitative Analytics, Corporate Finance, Corporate Social..., Global Management, International Marketing, Analysis, CRM, Business Development, Management, Program Management, Cross-functional Team..., Mergers & Acquisitions, Project Management, Finance, Market Research, Strategy, Strategic Planning, Business Planning, Competitive Analysis, Consulting, Investments, Entrepreneurship, Leadership, International Business, Economics, Market Analysis, Team Leadership

Education
Hult International Business School London   2012 — 2013
MBA, Business Administration and Management, General

California State University-Long Beach   2007 — 2010
BS, Economics

Ken Lucash Ken Lucash San Francisco Bay Area Details
Ken Lucash's AssetMark Experience December 2013 - August 2014
Job Contractor World Wide Distribution at Cisco
Industry Telecommunications
Experience
Cisco  September 2014 - Present
AssetMark   December 2013 - August 2014
Cisco  1998 - October 2013
DHL Systems  1991 - 1998

Skills
Cloud Computing, PMP, Vendor Management, Telecommunications, Data Center, Management, Program Management, SaaS, SDLC, IT Service Management, IT Management, IT Strategy, Integration, Enterprise Software, Software Project..., Cross-functional Team..., Project Portfolio..., ITIL, Project Management, Training, Testing, Agile Project Management, Networking

Education
Montclair State University
M.S.

Nova Southeastern University
B.S., Computer Science

Doug Deering CFP® Doug Deering CFP® Greater Chicago Area Details
Doug Deering CFP®'s AssetMark Experience July 2015 - Present
Job National Consultant at AssetMark NY/NJ Region
Industry Financial Services
Experience
AssetMark   July 2015 - Present
AssetMark   March 2012 - June 2015
Genworth Financial  March 2012 - August 2013
John Hancock  September 2011 - January 2012

Education
Boston College   2007 — 2011

Boston College - Wallace E. Carroll School of Management
Bachelor of Science, Management; Marketing

St. Ignatius College Prep   2003 — 2007

Vandana Durga Vandana Durga San Francisco Bay Area Details
Vandana Durga's AssetMark Experience 2014 - Present
Job at
Industry Information Technology and Services
Experience
AssetMark   2014 - Present
AssetMark   May 2013 - 2014
Genworth Financial  June 2011 - May 2013
ADVANTIS Global Services  2010 - June 2011
Amdocs  2007 - 2010
AT&T  2002 - 2009
AT&T  2002 - 2007
White PJ   1999 - 2002
White PJ   1998 - 2002

Skills
SDLC, Software Quality..., Quality Center, Test Planning, System Testing, Test Automation, Quality Assurance, User Acceptance Testing, Waterfall, Testing, Test Cases

Education
Good Shepherd   1985 — 1999

Andhra University
Bachelors of Commerce, Accounting

University of Phoenix
MBA, Technology Management

Jessi Andrews Jessi Andrews Phoenix, Arizona Area Details
Jessi Andrews's AssetMark Experience November 2009 - July 2015
Job Regional Director at SEI
Industry Investment Management
Experience
SEI  August 2015 - Present
AssetMark   November 2009 - July 2015
Russell Investments  March 2008 - November 2009
Russell Investments  May 2004 - March 2008

Skills
Strategic Consulting, Investment Strategies, Wealth Management, Asset Allocation, Alternative Investments, Series 7, Asset Management, Retirement Planning, Series 66, Investment Products

Education
University of Arizona   1997 — 2000
Bachelor of Science in Business Administration, Accounting

Pierce College at Puyallup   1995 — 1997
Associate of Arts and Sciences (A.A.S.)

Ginger Ball Ginger Ball San Francisco Bay Area Details
Ginger Ball's AssetMark Experience February 2005 - Present
Job IT Program Mgr at AssetMark
Industry Financial Services
Experience
AssetMark   February 2005 - Present
Siebel Systems  December 1999 - April 2003
Charles Schwab  December 1996 - December 1999

Skills
Integration, Project Management, Troubleshooting, SDLC, Vendor Management, Business Analysis, Visio, Requirements Analysis, Requirements Gathering, Process Improvement, Business Requirements, Software Project..., SharePoint, Business Process, ITIL, Financial Services, Disaster Recovery, CRM, Release Management, Governance, IT Operations, Management, Business Development, Training, Business Intelligence, PMO, Leadership, Waterfall, IT Strategy, Microsoft SQL Server, Resource Management, Project Delivery, PMP, Information Technology

Education
Assumption College   1988 — 1992
Bachelor of Science, Business Mgmt/Marketing

Asel Brown Asel Brown San Francisco Bay Area Details
Asel Brown's AssetMark Experience October 2014 - January 2015
Job Staff Accountant at Oldcastle
Industry Accounting
Experience
Oldcastle Precast  February 2015 - Present
AssetMark   October 2014 - January 2015
AssetMark   October 2013 - October 2014
Rimini Street  September 2012 - October 2013
Employee Benefit Specialists  May 2012 - September 2012
IntegenX. Inc.   March 2012 - May 2012
ATEL Secutities Corporation   July 2010 - March 2011
Arthur McLaughlin&Associates Inc.   2007 - 2008
U.S. Embassy in Kyrgyzstan   1998 - 2001
Language Learning Program "TACIS"   1995 - 1998

Skills
Microsoft Excel, Accounting, Microsoft Word, PowerPoint, QuickBooks, Payroll, Microsoft Office, Analysis, Customer Service, Account Management, Business Strategy, Business Development, Account Reconciliation, Concur, Management, Excel, Word, Customer Relations, Outlook, Problem Solving, Research, Microsoft Dynamics AX, Expandable, Auditing, Lotus Notes, Sage, Oracle, Salesforce

Education
California State University-East Bay   2008 — 2010
M.B.A., Accounting Option

Kyrgyzskij Gosudarstvennyj Nacionalnij Universitet   1994 — 1999
B.A., English

Gabriella Barsotti Gabriella Barsotti San Francisco Bay Area Details
Gabriella Barsotti's AssetMark Experience June 2012 - Present
Job Benefits Administrator | HR Coordinator at AssetMark
Industry Financial Services
Experience
AssetMark   June 2012 - Present
AssetMark   February 2013 - April 2014
Genworth Financial Wealth Management  June 2012 - February 2013
Pirritano Insurance Agency   June 2008 - August 2011

Education
St. Mary's College of California   2007 — 2011
Bachelor of Science (BS), Business Administration and Economics

Trista Beauchamp Trista Beauchamp San Francisco Bay Area Details
Trista Beauchamp's AssetMark Experience May 2014 - April 2015
Job Administrative Assistant | Freelance Blogger
Industry Human Resources
Experience
The Clorox Company  April 2015 - Present
AssetMark   May 2014 - April 2015
BTIG, LLC  September 2008 - November 2013
Omega Metals Company   July 2005 - October 2007
First Options of Chicago (Pacific Stock Exchange Member)   March 2000 - November 2002
Preferred Capital Markets (Pacific Stock Exchange Member)   September 1997 - September 1999
Kessler Asher Group (Pacific Stock Exchange Member)   January 1995 - September 1997

Skills
Administrative..., Microsoft Excel, Microsoft Word, Problem Solving, Strong Written and..., Microsoft Outlook, Ability to Prioritize..., Time Management, PowerPoint, Event Planning, Customer Service, Discretion, Options, Event Management, Strategic Planning, Investments, Management, Team Building, Access, Sales, Marketing, Outlook, Public Speaking

Education
College of Marin   1992 — 1994
Psychology

San Rafael High School   1991 — 1992
High School

Yi-Ching Wu Yi-Ching Wu San Francisco Bay Area Details
Yi-Ching Wu's AssetMark Experience January 2015 - Present
Job Investment Product Development and Management at AssetMark
Industry Financial Services
Experience
AssetMark   January 2015 - Present
Charles Schwab  January 2004 - January 2015
Goldman Sachs  2001 - 2001
United Way of Massachusetts Bay  1997 - 2000

Skills
Product Management

Education
Harvard University Kennedy School of Government
MPP, Public Policy

University of California, Berkeley - Walter A. Haas School of Business
MBA

Isaac Porter Isaac Porter Phoenix, Arizona Details
Isaac Porter's AssetMark Experience 2011 - Present
Job Sr Account Operations Specialist at AssetMark
Industry Financial Services
Experience
AssetMark   2011 - Present
Hertz  2009 - 2011

Skills
Television, Video Production, Film, Film Production, Post Production, Entertainment, Screenwriting, Producing, Final Cut Pro, Video, New Media, Documentaries, Feature Films, Commercials, Reality, Storytelling

Education
Pensacola State College   2009 — 2011
Multi-media Production

Scottsdale Community College   2007 — 2009
Media Production

Nita Iwan Nita Iwan San Francisco Bay Area Details
Nita Iwan's AssetMark Experience June 2014 - August 2014
Job Recent Graduate of UC Berkeley
Industry Information Services
Experience
Centers for Educational Equity and Excellence   February 2014 - June 2015
AssetMark   June 2014 - August 2014
Young Entrepreneurs at Haas  September 2013 - May 2014
Diablo Valley College  November 2011 - April 2013

Skills
Microsoft Excel, Customer Service, Research, Public Speaking, Event Planning, Marketing, Tutoring, Higher Education, Data Analysis, Fundraising, Teaching, PowerPoint, CRM Integration, Technology Integration, Business Analysis, Salesforce.com...

Education
University of California, Berkeley - Walter A. Haas School of Business   2013 — 2015
Bachelor of Science (BS), Business Administration

Diablo Valley College   2011 — 2013
Pre-Requisites towards, Business Administration/Economics

Lowell High School   2007 — 2011
High School diploma

University of California, Berkeley

Dennis Schmal Dennis Schmal San Francisco Bay Area Details
Dennis Schmal's AssetMark Experience June 2006 - Present
Job Board Director at Blue Calypso
Industry Executive Office
Experience
Blue Calypso  May 2015 - Present
Owens Realty Mortgage Inc.   May 2013 - Present
Cambria ETF Funds   April 2013 - Present
Wells Fargo Hedge Funds   September 2008 - Present
Association of Corporate Growth   April 2008 - Present
North and East Bay Assn of Private Country Clubs   September 2007 - Present
AssetMark   June 2006 - Present
Merriman Holdings Inc.   July 2003 - Present
Keiretsu Forum  2001 - Present
Pacific Metrics Corporation  May 2005 - July 2014

Skills
Corporate Development, Audit Committee, Early Stage Companies, Growth Capital, Technology Companies, Private Companies, Public Companies, Governance, Corporate Governance, Board Level, IPO, Mergers & Acquisitions, Private Placements, Venture Capital, Executive Management, Acquisitions, Mergers, Finance, Due Diligence, Restructuring, Strategy, Financial Analysis, Investor Relations, Start-ups, Management Consulting, Strategic Planning, Business Strategy, Private Equity

Education
California State University, Fresno   1967 — 1972
BS, Finance/Accounting

Tatiana Warren Tatiana Warren Phoenix, Arizona Area Details
Tatiana Warren's AssetMark Experience April 2013 - Present
Job at
Industry Financial Services
Experience
AssetMark   April 2013 - Present
Nizhoni Roofing, Inc.   May 2007 - March 2013
Tallsalt   2012 - 2012

Education
Arizona State University   2008 — 2010
BS, Global Business - Finance

Arya Daryani Arya Daryani Phoenix, Arizona Area Details
Arya Daryani's AssetMark Experience June 2015 - Present
Job Trade Operations Specialist at AssetMark
Industry Financial Services
Experience
AssetMark   June 2015 - Present
AssetMark   January 2015 - June 2015
Lux Coffee   September 2011 - December 2014

Skills
Food Service, Retail, Microsoft Office, Inventory Management, Time Management, Customer Service, Food, Microsoft Excel

Education
Arizona State University, W. P. Carey School of Business   2010 — 2013
Business

Sam Heeter Sam Heeter Phoenix, Arizona Details
Sam Heeter's AssetMark Experience September 2011 - Present
Job Internal Audit at AssetMark Trust Company
Industry Financial Services
Experience
AssetMark   September 2011 - Present

Education
Northern Arizona University, College of Business Administration   1999 — 2003
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services

Donna Peace Donna Peace Scottsdale, Arizona Details
Donna Peace's AssetMark Experience June 2010 - Present
Job Account Operations Team Leader at AssetMark Trust
Industry Financial Services
Experience
AssetMark   June 2010 - Present
Schwab Institutional  October 1999 - December 2001
Pilgrim America Securities   December 1997 - April 1998
Van Kampen American Capital, a division of Morgan Stanley   December 1996 - November 1997

Skills
Series 6, Microsoft Office, Organanized, Team Leadership, Sales, Customer Service, Enthusiatic, Management, Process Improvement, Coaching, Investments, Marketing, Financial Services

Education
Loyola University of Chicago

University of Illinois at Chicago

Charlie Kersten Charlie Kersten Phoenix, Arizona Area Details
Charlie Kersten's AssetMark Experience January 2014 - Present
Job Relationship Manager at AssetMark
Industry Financial Services
Experience
AssetMark   January 2014 - Present
ALE Solutions, Inc.   August 2012 - August 2013
Super 8  June 2011 - March 2012
Georgia Pacific LLC  May 2008 - August 2008
United Way of Central Iowa  2007 - 2007

Skills
Training, Leadership, Inventory Management, Customer Service, Outlook, Microsoft Office, Technology, Management, Invoicing, Supervising, PowerPoint, Microsoft Excel, Auditing, Hotels, Insurance, Windows, Hospitality, Tax Returns, Investment Advisory, Financial Reporting

Education
Drake University   2008 — 2012
Bachelor of Science in Business Administration, Economics and Political Science

Fort Dodge Senior High   2003 — 2007

Karleigh Reitzel Karleigh Reitzel Phoenix, Arizona Area Details
Karleigh Reitzel's AssetMark Experience June 2014 - Present
Job Gold Relationship Manager at AssetMark
Industry Financial Services
Experience
AssetMark   June 2014 - Present
AssetMark   March 2012 - Present
AssetMark   March 2011 - Present

Skills
Management, Leadership, Trading, Strategy, Business Analysis, CRM, Risk Management, Investments, Financial Analysis, Banking

Education
Bucknell University   1986 — 1990
Bachelor's degree, Psychology

Bucknell University   1986 — 1990
BS, Psychology

Bryan Duffy Bryan Duffy Baldwin, New York Details
Bryan Duffy's AssetMark Experience April 2005 - November 2013
Job Regional Business Consultant at Curian Capital
Industry Financial Services
Experience
Curian Capital  February 2014 - Present
AssetMark   April 2005 - November 2013
Fisher Investments  2003 - 2004
Saratoga Capital Management, LLC   September 1996 - December 2003

Skills
Global Tactical Asset..., Consultative Sales..., Practice Management, Series 63, Series 65, Series 7, Written & Oral..., Stock Market Analysis, Investment Advisory, Investment Advisory..., Alternative Investments, RIAs, Persuasive Presentations, Values based consulting, Retirement Planning, Public Speaking, ETFs, Separately Managed..., Mutual Funds, Financial Services, Investments

Education
New York University

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