AssetMark Company
Industry: Company
DescriptionFounded: 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
Dan Warburton Dan Warburton's AssetMark Experience August 2011 - Present
Job
Industry Financial Services
Experience
AssetMark August 2011 - Present
Charles Schwab & Co., Inc. 2006 - 2011
World Savings (Aquired by Wachovia Corporation) November 2004 - October 2006
Washington Mutual Bank March 2003 - October 2004
Combio 2000 - 2000
iXL 1998 - 2000
Skills
Agile Methodologies, E-commerce, Financial Modeling, Management, Product Management, Program Management, Project Management, Requirements Analysis, SDLC, Start-ups, Vendor Management, Business Analysis, Marketing Communications, Strategy
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 1990 — 1992
MBA, Management Science
University of California, Riverside 1986 — 1990
BA, Business
AssetMark August 2011 - Present
Charles Schwab & Co., Inc. 2006 - 2011
World Savings (Aquired by Wachovia Corporation) November 2004 - October 2006
Washington Mutual Bank March 2003 - October 2004
Combio 2000 - 2000
iXL 1998 - 2000
Skills
Agile Methodologies, E-commerce, Financial Modeling, Management, Product Management, Program Management, Project Management, Requirements Analysis, SDLC, Start-ups, Vendor Management, Business Analysis, Marketing Communications, Strategy
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 1990 — 1992
MBA, Management Science
University of California, Riverside 1986 — 1990
BA, Business
Rizalyn Andrews Rizalyn Andrews's AssetMark Experience June 2014 - October 2014
Job
Industry Marketing and Advertising
Experience
Kaiser Permanente December 2014 - Present
AssetMark June 2014 - October 2014
Hospital Council of Northern & Central California May 2013 - May 2014
Hospital Council of Northern & Central California August 2012 - May 2013
Mount Diablo Unified School District February 2012 - October 2012
Wells Fargo May 2010 - September 2011
Mount Diablo Unified School District 2008 - 2010
CMG Appraisals 2006 - 2010
Wells Fargo 1996 - 1998
KTVU 1996 - 1997
Skills
Editing, Writing, Corporate Communications, Proofreading, Internal Communications, Marketing Communications, Event Planning, Event Management, Strategic Communications, Program Management, Research, Management, Marketing, Strategic Planning, Administrative..., Outstanding verbal, Project Planning, Budgets, Quick Thinker, Project Management, Microsoft Office, Events Coordination, Customer Service, Public Speaking, Public Relations, Cross-functional Team..., Training, Process Scheduler
Education
University of Santo Tomas 1992 — 1996
B.A.
Kaiser Permanente December 2014 - Present
AssetMark June 2014 - October 2014
Hospital Council of Northern & Central California May 2013 - May 2014
Hospital Council of Northern & Central California August 2012 - May 2013
Mount Diablo Unified School District February 2012 - October 2012
Wells Fargo May 2010 - September 2011
Mount Diablo Unified School District 2008 - 2010
CMG Appraisals 2006 - 2010
Wells Fargo 1996 - 1998
KTVU 1996 - 1997
Skills
Editing, Writing, Corporate Communications, Proofreading, Internal Communications, Marketing Communications, Event Planning, Event Management, Strategic Communications, Program Management, Research, Management, Marketing, Strategic Planning, Administrative..., Outstanding verbal, Project Planning, Budgets, Quick Thinker, Project Management, Microsoft Office, Events Coordination, Customer Service, Public Speaking, Public Relations, Cross-functional Team..., Training, Process Scheduler
Education
University of Santo Tomas 1992 — 1996
B.A.
Corey Briggs's AssetMark Experience August 2015 - Present
Job Sales Consultant, AssetMark
Industry Financial Services
Experience
AssetMark August 2015 - Present
Envestnet, Inc May 2014 - August 2015
Beta Theta Pi - Zeta Phi chapter January 2013 - January 2014
Plaza Advisory Group, Inc. 2007 - 2014
Columbia Country Club May 2012 - October 2012
Western Anesthesiology Associates May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Time Management, Team Leadership, Financial Analysis, Customer Service, Teamwork, Budgets, Management, Research, Recruiting, Social Media, Leadership, Social Networking
Education
University of Missouri-Columbia 2010 — 2014
Bachelors of Science and Administration, Finance and Real Estate
Christian Brothers College High School 2007 — 2010
AssetMark August 2015 - Present
Envestnet, Inc May 2014 - August 2015
Beta Theta Pi - Zeta Phi chapter January 2013 - January 2014
Plaza Advisory Group, Inc. 2007 - 2014
Columbia Country Club May 2012 - October 2012
Western Anesthesiology Associates May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Time Management, Team Leadership, Financial Analysis, Customer Service, Teamwork, Budgets, Management, Research, Recruiting, Social Media, Leadership, Social Networking
Education
University of Missouri-Columbia 2010 — 2014
Bachelors of Science and Administration, Finance and Real Estate
Christian Brothers College High School 2007 — 2010
Charles Elazier Charles Elazier's AssetMark Experience November 2013 - February 2014
Job Business Operations Analyst at Risk Management Express dba RMX Insurance Services
Industry Financial Services
Experience
Risk Management Express dba RMX Insurance Services April 2014 - Present
AssetMark November 2013 - February 2014
Genworth Financial March 2007 - November 2013
Genworth Financial November 2006 - March 2007
Bank of America May 2005 - October 2006
Skills
Finance, Process Improvement, Management, Leadership, Financial Risk, Financial Services, Data Analysis, CRM, Sales, Business Intelligence, Accounting, Loans, Training, Investments, Risk Management, User Acceptance Testing, Project Management, Employee Training, Financial Reporting, Customer Experience, Money Management, Operations Management, Operational Excellence, Analysis, Employee Benefits, Business Analysis, Emergency Management, Business Process..., IT Operations, Sales Operations, Anti Money Laundering, Relationship Management, Portfolio Management, Financial Analysis, Customer Service, Team Leadership, Salesforce.com, SQL, JavaScript, Microsoft Office, Strategy, Program Management, Requirements Analysis, Banking, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Microsoft Exchange
Education
University of California, Berkeley
Bachelor of Arts (B.A.), African American Studies
Risk Management Express dba RMX Insurance Services April 2014 - Present
AssetMark November 2013 - February 2014
Genworth Financial March 2007 - November 2013
Genworth Financial November 2006 - March 2007
Bank of America May 2005 - October 2006
Skills
Finance, Process Improvement, Management, Leadership, Financial Risk, Financial Services, Data Analysis, CRM, Sales, Business Intelligence, Accounting, Loans, Training, Investments, Risk Management, User Acceptance Testing, Project Management, Employee Training, Financial Reporting, Customer Experience, Money Management, Operations Management, Operational Excellence, Analysis, Employee Benefits, Business Analysis, Emergency Management, Business Process..., IT Operations, Sales Operations, Anti Money Laundering, Relationship Management, Portfolio Management, Financial Analysis, Customer Service, Team Leadership, Salesforce.com, SQL, JavaScript, Microsoft Office, Strategy, Program Management, Requirements Analysis, Banking, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Microsoft Exchange
Education
University of California, Berkeley
Bachelor of Arts (B.A.), African American Studies
Louis Williams, PMP, PMI-ACP Louis Williams, PMP, PMI-ACP's AssetMark Experience November 2013 - July 2014
Job Sr. IT Project Manager at APEX Systems
Industry Information Technology and Services
Experience
Apex Systems August 2015 - Present
Accelon Inc. April 2015 - August 2015
AssetMark November 2013 - July 2014
United States Postal Service May 2010 - June 2012
United States Postal Service November 2002 - June 2012
United States Postal Service February 2011 - November 2011
United States Postal Service May 1997 - November 2002
Skills
Program Management, Project Management, Microsoft Office, Visio, Software Development, Scrum, Agile Project Management, Agile & Waterfall..., Version One, Testing, Agile Methodologies, PMP, Vendor Management, Oracle, Access, Business Process..., SDLC, Java, Management, MS Project, Leadership, Software Documentation, Business Process, Project Portfolio..., Integration, PMO, Project Planning, Requirements Analysis, Web Applications, SharePoint, IT Strategy, Software Project..., Enterprise Architecture, Business Analysis, JavaScript, Business Intelligence, Java Enterprise Edition, IT Management, Requirements Gathering, Data Warehousing, Web Development, Software Engineering, Systems Analysis, ITIL, Information Technology, Databases, Resource Management, SOA, Microsoft Project
Education
University of Phoenix 2001 — 2003
Bachelor's degree, Computer Science, 3.85
Apex Systems August 2015 - Present
Accelon Inc. April 2015 - August 2015
AssetMark November 2013 - July 2014
United States Postal Service May 2010 - June 2012
United States Postal Service November 2002 - June 2012
United States Postal Service February 2011 - November 2011
United States Postal Service May 1997 - November 2002
Skills
Program Management, Project Management, Microsoft Office, Visio, Software Development, Scrum, Agile Project Management, Agile & Waterfall..., Version One, Testing, Agile Methodologies, PMP, Vendor Management, Oracle, Access, Business Process..., SDLC, Java, Management, MS Project, Leadership, Software Documentation, Business Process, Project Portfolio..., Integration, PMO, Project Planning, Requirements Analysis, Web Applications, SharePoint, IT Strategy, Software Project..., Enterprise Architecture, Business Analysis, JavaScript, Business Intelligence, Java Enterprise Edition, IT Management, Requirements Gathering, Data Warehousing, Web Development, Software Engineering, Systems Analysis, ITIL, Information Technology, Databases, Resource Management, SOA, Microsoft Project
Education
University of Phoenix 2001 — 2003
Bachelor's degree, Computer Science, 3.85
Denis Malkov's AssetMark Experience March 2013 - September 2013
Job Manager of Customer Success at Womply
Industry Internet
Experience
Womply April 2015 - Present
AdRoll September 2013 - April 2015
AssetMark March 2013 - September 2013
Genworth Financial July 2010 - February 2013
Genworth Financial August 2008 - June 2010
Brown Brothers Harriman March 2007 - September 2007
Siguler Guff & Company May 2006 - August 2006
Skills
Business Development, Fundraising, Entrepreneurship, Salesforce.com, Business Strategy, Event Planning, Community Outreach, Marketing Strategy, Adobe Creative Suite, Video Production, Project Management, Go-to-market Strategy, Personal Training, CSS, Eloqua, HTML 5, Zendesk, Lean Six Sigma, Operations Management, Marketo, APIs
Education
University of Richmond 2004 — 2008
BSBA, Finance
Womply April 2015 - Present
AdRoll September 2013 - April 2015
AssetMark March 2013 - September 2013
Genworth Financial July 2010 - February 2013
Genworth Financial August 2008 - June 2010
Brown Brothers Harriman March 2007 - September 2007
Siguler Guff & Company May 2006 - August 2006
Skills
Business Development, Fundraising, Entrepreneurship, Salesforce.com, Business Strategy, Event Planning, Community Outreach, Marketing Strategy, Adobe Creative Suite, Video Production, Project Management, Go-to-market Strategy, Personal Training, CSS, Eloqua, HTML 5, Zendesk, Lean Six Sigma, Operations Management, Marketo, APIs
Education
University of Richmond 2004 — 2008
BSBA, Finance
Emily-Kathryn Hoey's AssetMark Experience June 2015 - August 2015
Job Student at Tulane University
Industry
Experience
AssetMark June 2015 - August 2015
Skills
Microsoft Office, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Coaching, Social Media, Microsoft Excel, Salesforce.com
Education
Tulane University 2014 — 2018
Freshman
AssetMark June 2015 - August 2015
Skills
Microsoft Office, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Coaching, Social Media, Microsoft Excel, Salesforce.com
Education
Tulane University 2014 — 2018
Freshman
Eric Burkhardt Eric Burkhardt's AssetMark Experience April 2015 - Present
Job Sales Consultant at AssetMark
Industry Financial Services
Experience
AssetMark April 2015 - Present
AssetMark July 2014 - April 2015
Altegris Investments February 2012 - May 2014
Skills
Financial Analysis, Leadership, Sales, Microsoft Office, Customer Service, Strategy, Investments, Finance
Education
University of San Diego 2010 — 2014
Finance
AssetMark April 2015 - Present
AssetMark July 2014 - April 2015
Altegris Investments February 2012 - May 2014
Skills
Financial Analysis, Leadership, Sales, Microsoft Office, Customer Service, Strategy, Investments, Finance
Education
University of San Diego 2010 — 2014
Finance
Malana Moberg Malana Moberg's AssetMark Experience March 2014 - September 2014
Job Marketing and Management Consultant
Industry Management Consulting
Experience
The RoMa Group April 2006 - Present
First Republic Bank September 2014 - June 2015
AssetMark March 2014 - September 2014
Franklin Templeton Investments 2011 - 2013
The Financial Women's Association of San Francisco January 2012 - December 2012
Charles Schwab 1997 - 2011
Silicon Valley Bank 2007 - 2010
San Francisco Small Business Development Center 2002 - 2009
Visa 1998 - 1999
Wells Fargo 1992 - 1997
Skills
Market Research, Segmentation, Financial Services, Product Launch, Internal Communications, Management Consulting, Marketing, Strategy, Product Marketing, Marketing Communications, Strategic Planning, Management, Start-ups, Leadership, Project Management, Marketing Strategy, Business Strategy, Training, Market Planning, Direct Marketing, Integrated Marketing, Competitive Analysis, Program Management, Business Development, Process Improvement, Market Analysis, Consulting, Product Management, Strategic Partnerships
Education
University of California, Santa Barbara 1983 — 1987
BA, Business Economics
The RoMa Group April 2006 - Present
First Republic Bank September 2014 - June 2015
AssetMark March 2014 - September 2014
Franklin Templeton Investments 2011 - 2013
The Financial Women's Association of San Francisco January 2012 - December 2012
Charles Schwab 1997 - 2011
Silicon Valley Bank 2007 - 2010
San Francisco Small Business Development Center 2002 - 2009
Visa 1998 - 1999
Wells Fargo 1992 - 1997
Skills
Market Research, Segmentation, Financial Services, Product Launch, Internal Communications, Management Consulting, Marketing, Strategy, Product Marketing, Marketing Communications, Strategic Planning, Management, Start-ups, Leadership, Project Management, Marketing Strategy, Business Strategy, Training, Market Planning, Direct Marketing, Integrated Marketing, Competitive Analysis, Program Management, Business Development, Process Improvement, Market Analysis, Consulting, Product Management, Strategic Partnerships
Education
University of California, Santa Barbara 1983 — 1987
BA, Business Economics
Tigran Muradyan Tigran Muradyan's AssetMark Experience September 2015 - Present
Job Senior Regional Business Consultant at Curian Capital
Industry Financial Services
Experience
AssetMark September 2015 - Present
Curian Capital October 2014 - September 2015
Curian Capital March 2013 - October 2014
State of Colorado December 2012 - March 2013
Scottrade September 2011 - March 2013
U.S. Bank December 2009 - August 2011
TCF Bank June 2007 - August 2008
Skills
Investments, Series 63, Banking, Securities, Series 7, Finance, Mutual Funds, Customer Service, Equities, Financial Analysis, Risk Management, Portfolio Management, Financial Services, Commercial Banking, Management, Insurance, Wealth Management, Credit, Asset Management, Fixed Income, Series 65, Stockbroking, Commercial Lending, Cash Management, Retirement Planning, Retirement, Leadership, Investment Advisory, Microsoft Office, Investment Strategies
Education
University of Colorado at Denver 2006 — 2010
Bachelor of Science (BS), International/Global Studies
Albert-Ludwigs-Universität Freiburg im Breisgau 2008 — 2008
Bachelor of Science (BS), International Business
AssetMark September 2015 - Present
Curian Capital October 2014 - September 2015
Curian Capital March 2013 - October 2014
State of Colorado December 2012 - March 2013
Scottrade September 2011 - March 2013
U.S. Bank December 2009 - August 2011
TCF Bank June 2007 - August 2008
Skills
Investments, Series 63, Banking, Securities, Series 7, Finance, Mutual Funds, Customer Service, Equities, Financial Analysis, Risk Management, Portfolio Management, Financial Services, Commercial Banking, Management, Insurance, Wealth Management, Credit, Asset Management, Fixed Income, Series 65, Stockbroking, Commercial Lending, Cash Management, Retirement Planning, Retirement, Leadership, Investment Advisory, Microsoft Office, Investment Strategies
Education
University of Colorado at Denver 2006 — 2010
Bachelor of Science (BS), International/Global Studies
Albert-Ludwigs-Universität Freiburg im Breisgau 2008 — 2008
Bachelor of Science (BS), International Business
caleb larson caleb larson's AssetMark Experience September 2015 - Present
Job Quality Control Coordinator at AssetMark
Industry Financial Services
Experience
AssetMark September 2015 - Present
Cliff East Dairy, August 2011 - August 2013
Emergency Restoration Experts May 2011 - August 2011
Salt Works May 2009 - August 2009
Skills
Microsoft Office, Research, Microsoft Word, Microsoft Excel, PowerPoint, Social Networking, Time Management, Teamwork, Public Speaking, Team Leadership, Social Media, Data Analysis, Management, Communication, Customer Service
Education
University of Arizona 2013 — 2015
Bachelor’s Degree, Finance, Graduated
University of Arizona 2013 — 2015
Bachelor of Science in Business Administration, Major: Finance
AssetMark September 2015 - Present
Cliff East Dairy, August 2011 - August 2013
Emergency Restoration Experts May 2011 - August 2011
Salt Works May 2009 - August 2009
Skills
Microsoft Office, Research, Microsoft Word, Microsoft Excel, PowerPoint, Social Networking, Time Management, Teamwork, Public Speaking, Team Leadership, Social Media, Data Analysis, Management, Communication, Customer Service
Education
University of Arizona 2013 — 2015
Bachelor’s Degree, Finance, Graduated
University of Arizona 2013 — 2015
Bachelor of Science in Business Administration, Major: Finance
Frank Maggiora Frank Maggiora's AssetMark Experience August 2014 - Present
Job Regional Consultant at AssetMark
Industry Financial Services
Experience
AssetMark August 2014 - Present
Avantria Consultants, LLC. September 2012 - August 2014
AssetMark / Genworth Wealth Management June 2001 - August 2012
Merrill Lynch June 1999 - May 2001
Skills
Practice Management, Investments, Investment Management, Portfolio Management, Business Planning, New Business Development, Operations Management, Sales Management, Superior Client Service, Securities, Strategic Financial..., Financial Advisory, CRM, Finance, Client Services
Education
University of California, Santa Barbara 1995 — 1999
Bachelor of Arts (B.A.), Business Economics
AssetMark August 2014 - Present
Avantria Consultants, LLC. September 2012 - August 2014
AssetMark / Genworth Wealth Management June 2001 - August 2012
Merrill Lynch June 1999 - May 2001
Skills
Practice Management, Investments, Investment Management, Portfolio Management, Business Planning, New Business Development, Operations Management, Sales Management, Superior Client Service, Securities, Strategic Financial..., Financial Advisory, CRM, Finance, Client Services
Education
University of California, Santa Barbara 1995 — 1999
Bachelor of Arts (B.A.), Business Economics
Carmen Awad's AssetMark Experience April 2013 - May 2014
Job Investment Banking Analyst at MUFG Union Bank
Industry Financial Services
Experience
MUFG Union Bank July 2015 - Present
University of Notre Dame June 2014 - May 2015
AssetMark April 2013 - May 2014
ManpowerGroup May 2012 - April 2013
Days Hotel Mesa Country Club April 2012 - June 2012
Skills
Equity Valuation, Microsoft Excel, Financial Analysis, Access, Accounting, PeopleSoft, Journal Entries, Corporate Finance, Financial Statements, Payments, Investments, Research, Account Management, Leisure Travel, PowerPoint, Data Analysis, Leadership, Public Speaking, Finance, Management, Microsoft Office, Banking
Education
University of Notre Dame 2014 — 2015
Master of Business Administration (MBA), Investments & Corporate Finance, 3.83
University of Toledo 2009 — 2011
Bachelor's of Business Administration, Finance, 3.98
MUFG Union Bank July 2015 - Present
University of Notre Dame June 2014 - May 2015
AssetMark April 2013 - May 2014
ManpowerGroup May 2012 - April 2013
Days Hotel Mesa Country Club April 2012 - June 2012
Skills
Equity Valuation, Microsoft Excel, Financial Analysis, Access, Accounting, PeopleSoft, Journal Entries, Corporate Finance, Financial Statements, Payments, Investments, Research, Account Management, Leisure Travel, PowerPoint, Data Analysis, Leadership, Public Speaking, Finance, Management, Microsoft Office, Banking
Education
University of Notre Dame 2014 — 2015
Master of Business Administration (MBA), Investments & Corporate Finance, 3.83
University of Toledo 2009 — 2011
Bachelor's of Business Administration, Finance, 3.98
Anthony Eisen Anthony Eisen's AssetMark Experience September 2014 - June 2015
Job Financial Analyst
Industry Financial Services
Experience
AssetMark September 2014 - June 2015
SCAMPI January 2014 - April 2014
J.A. Solari & Partners July 2013 - January 2014
Sigma Alpha Epsilon Fraternity May 2012 - February 2013
Skills
Microsoft Excel, PowerPoint, Strategic Planning, Communication, Public Speaking, Leadership, Valuation, Event Management, Sales, Financial Accounting, Spreadsheets, Financial Modeling, Accounting, Finance, Analysis, Management
Education
University of Nevada-Reno 2011 — 2014
Bachelor of Science (BS), Finance & Accounting
AssetMark September 2014 - June 2015
SCAMPI January 2014 - April 2014
J.A. Solari & Partners July 2013 - January 2014
Sigma Alpha Epsilon Fraternity May 2012 - February 2013
Skills
Microsoft Excel, PowerPoint, Strategic Planning, Communication, Public Speaking, Leadership, Valuation, Event Management, Sales, Financial Accounting, Spreadsheets, Financial Modeling, Accounting, Finance, Analysis, Management
Education
University of Nevada-Reno 2011 — 2014
Bachelor of Science (BS), Finance & Accounting
Eric Hoelter's AssetMark Experience June 2011 - Present
Job Senior Sales Consultant :: AssetMark
Industry Investment Management
Experience
AssetMark June 2011 - Present
Willow Creek Community Church September 2012 - Present
EH Audio August 1999 - Present
The Orchard Evangelical Free Church May 2009 - September 2012
Presto-X July 2010 - September 2011
First Midwest Bank August 2007 - March 2010
Countrywide Full Spectrum Lending February 2006 - August 2007
Nordstrom August 2002 - February 2006
Skills
Sales Management, Financial Planning, Cold Calling, Customer Relations, New Business Development, Live Audio Engineer, Technical Director, Sound, Customer Service, Recruiting, Insurance, Team Building, Microsoft Excel, Sales, Process Improvement, Leadership, Coaching, Marketing, Sales Operations, Budgets, Strategic Financial..., Business Development, Outlook, Training, Team Leadership, Management, CRM, Customer Satisfaction, Customer Retention, Employee Benefits, Time Management, Salesforce.com, Negotiation, Strategic Planning, Account Management, Sales Presentations, Sales Process, Social Networking, Selling, Marketing Strategy, Social Media Marketing
Education
University of Nebraska at Omaha
Business
AssetMark June 2011 - Present
Willow Creek Community Church September 2012 - Present
EH Audio August 1999 - Present
The Orchard Evangelical Free Church May 2009 - September 2012
Presto-X July 2010 - September 2011
First Midwest Bank August 2007 - March 2010
Countrywide Full Spectrum Lending February 2006 - August 2007
Nordstrom August 2002 - February 2006
Skills
Sales Management, Financial Planning, Cold Calling, Customer Relations, New Business Development, Live Audio Engineer, Technical Director, Sound, Customer Service, Recruiting, Insurance, Team Building, Microsoft Excel, Sales, Process Improvement, Leadership, Coaching, Marketing, Sales Operations, Budgets, Strategic Financial..., Business Development, Outlook, Training, Team Leadership, Management, CRM, Customer Satisfaction, Customer Retention, Employee Benefits, Time Management, Salesforce.com, Negotiation, Strategic Planning, Account Management, Sales Presentations, Sales Process, Social Networking, Selling, Marketing Strategy, Social Media Marketing
Education
University of Nebraska at Omaha
Business
Adamo Furgiuele's AssetMark Experience January 2014 - Present
Job Business Intelligence Analyst at AssetMark
Industry Financial Services
Experience
AssetMark January 2014 - Present
Gilead Sciences September 2013 - January 2014
BlackRock November 2010 - May 2013
Fisher Investments February 2010 - November 2010
Fisher Investments March 2008 - February 2010
CoreLogic September 2005 - January 2008
CoreLogic November 2004 - September 2005
Skills
Tableau, Salesforce.com, MicroStrategy, QlikView, Microsoft SQL Server, Data Analysis, CRM, Business Intelligence, Analytics, Financial Services, Business Analysis, Access, Report Building, Database Management, SQL, Finance, Management, Database Admin, Cash Flow Forecasting, Excel, Business Objects, Crystal Reports, PowerPoint, Leadership, Citrix, Forecasting, Microsoft Excel, Project Management, Snowflake Schema, Star Schema, Identifying New..., Report Generation, Word, Operations, WebEx, Dashboard Builder
Education
Syracuse University 1999 — 2003
B.A., Political Science
AssetMark January 2014 - Present
Gilead Sciences September 2013 - January 2014
BlackRock November 2010 - May 2013
Fisher Investments February 2010 - November 2010
Fisher Investments March 2008 - February 2010
CoreLogic September 2005 - January 2008
CoreLogic November 2004 - September 2005
Skills
Tableau, Salesforce.com, MicroStrategy, QlikView, Microsoft SQL Server, Data Analysis, CRM, Business Intelligence, Analytics, Financial Services, Business Analysis, Access, Report Building, Database Management, SQL, Finance, Management, Database Admin, Cash Flow Forecasting, Excel, Business Objects, Crystal Reports, PowerPoint, Leadership, Citrix, Forecasting, Microsoft Excel, Project Management, Snowflake Schema, Star Schema, Identifying New..., Report Generation, Word, Operations, WebEx, Dashboard Builder
Education
Syracuse University 1999 — 2003
B.A., Political Science
Armando Villarreal Armando Villarreal's AssetMark Experience November 2014 - May 2015
Job Student at Texas Tech University Rawls College of Business
Industry Marketing and Advertising
Experience
AssetMark November 2014 - May 2015
University of Texas - Pan American October 2010 - November 2011
Skills
Spanish, Teamwork, Customer Service, Social Media, Research, English, Data Analysis, Public Relations, Social Media Marketing, Fundraising
Education
Texas Tech University - Rawls College of Business 2011 — 2014
Bachelor of Business Administration (B.B.A.), International Business/Marketing
The University of Texas-Pan American 2009 — 2011
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
AssetMark November 2014 - May 2015
University of Texas - Pan American October 2010 - November 2011
Skills
Spanish, Teamwork, Customer Service, Social Media, Research, English, Data Analysis, Public Relations, Social Media Marketing, Fundraising
Education
Texas Tech University - Rawls College of Business 2011 — 2014
Bachelor of Business Administration (B.B.A.), International Business/Marketing
The University of Texas-Pan American 2009 — 2011
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
Norman Pia Norman Pia's AssetMark Experience October 2012 - Present
Job Sales and Consulting Team Leader at Assetmark
Industry Financial Services
Experience
AssetMark October 2012 - Present
Genworth Financial September 2009 - Present
John Hancock December 2003 - April 2009
John Hancock December 2003 - February 2006
PlanMember Financial Corporation January 2003 - December 2003
Skills
Fixed Annuities, Mutual Funds, Separately Managed..., Retirement Planning, Variable Annuities, Uniform Combined State..., Asset Allocation, Securities, Alternative Investments, ETFs, Retirement, 401k, FINRA Series 7, FINRA Series 63, FINRA Series 65, CA Life and Health..., FINRA Series 26
Education
University of California, Berkeley 1999 — 2002
Bachelor of Arts, Economics, Business
AssetMark October 2012 - Present
Genworth Financial September 2009 - Present
John Hancock December 2003 - April 2009
John Hancock December 2003 - February 2006
PlanMember Financial Corporation January 2003 - December 2003
Skills
Fixed Annuities, Mutual Funds, Separately Managed..., Retirement Planning, Variable Annuities, Uniform Combined State..., Asset Allocation, Securities, Alternative Investments, ETFs, Retirement, 401k, FINRA Series 7, FINRA Series 63, FINRA Series 65, CA Life and Health..., FINRA Series 26
Education
University of California, Berkeley 1999 — 2002
Bachelor of Arts, Economics, Business
Curtis Wissler Curtis Wissler's AssetMark Experience July 2013 - Present
Job Freelance Graphic Designer at AssetMark, Inc.
Industry Graphic Design
Experience
Eyedentikit 1999 - Present
AssetMark July 2013 - Present
Xilinx June 2008 - May 2013
Electronic Arts August 2006 - March 2007
Kessler Group 2007 - 2007
FatCat Digital November 2002 - June 2006
The McIntyre Group 1986 - 1988
Skills
Art Direction, Graphic Design, Information Design, Creative Direction, Illustrator, Logo Design, Corporate Identity, Adobe Creative Suite, Image Manipulation, Photoshop, Layout, Graphics, Art, Advertising, Typography, Brochures, High-end Retouching, Illustration
Education
University of California, Davis 1989 — 1991
BA, Fine Arts
Eyedentikit 1999 - Present
AssetMark July 2013 - Present
Xilinx June 2008 - May 2013
Electronic Arts August 2006 - March 2007
Kessler Group 2007 - 2007
FatCat Digital November 2002 - June 2006
The McIntyre Group 1986 - 1988
Skills
Art Direction, Graphic Design, Information Design, Creative Direction, Illustrator, Logo Design, Corporate Identity, Adobe Creative Suite, Image Manipulation, Photoshop, Layout, Graphics, Art, Advertising, Typography, Brochures, High-end Retouching, Illustration
Education
University of California, Davis 1989 — 1991
BA, Fine Arts
Patrick Gara Patrick Gara's AssetMark Experience January 2007 - October 2014
Job Regional Sales Director at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial May 2015 - Present
PNC Bank November 2014 - April 2015
AssetMark January 2007 - October 2014
AIG January 2006 - January 2007
Ameriprise Financial Services, Inc. January 2004 - December 2005
US Army January 1999 - January 2002
Skills
Cold Calling, Investment Advisory, Mutual Funds, ETFs, SMA, Investments, Asset Management, Asset Allocation, Practice Management, Client Relationship..., Alternative Investments, Asset Managment, Investment Management, Financial Advisory, Insurance, Series 63, Portfolio Management, Wealth Management, Financial Planning, Investment Strategies, Retirement Planning, Management, CRM, Series 6, Fixed Annuities, Relationship Management
Education
University of Phoenix 2012 — 2013
Bachelor of Science (B.S.), Business and Finance
DePaul University, College of Commerce 2010 — 2012
Bachelor of Arts (B.A.), General Business and Finance, 3.7
US ARMY 1998 — 2002
n/a, Telecommunication
Great-West Financial May 2015 - Present
PNC Bank November 2014 - April 2015
AssetMark January 2007 - October 2014
AIG January 2006 - January 2007
Ameriprise Financial Services, Inc. January 2004 - December 2005
US Army January 1999 - January 2002
Skills
Cold Calling, Investment Advisory, Mutual Funds, ETFs, SMA, Investments, Asset Management, Asset Allocation, Practice Management, Client Relationship..., Alternative Investments, Asset Managment, Investment Management, Financial Advisory, Insurance, Series 63, Portfolio Management, Wealth Management, Financial Planning, Investment Strategies, Retirement Planning, Management, CRM, Series 6, Fixed Annuities, Relationship Management
Education
University of Phoenix 2012 — 2013
Bachelor of Science (B.S.), Business and Finance
DePaul University, College of Commerce 2010 — 2012
Bachelor of Arts (B.A.), General Business and Finance, 3.7
US ARMY 1998 — 2002
n/a, Telecommunication
Robert J Barbosa, CSM Robert J Barbosa, CSM's AssetMark Experience April 2014 - Present
Job Experienced Project Manager & Business Analyst
Industry Information Technology and Services
Experience
AssetMark April 2014 - Present
Signature Consultants April 2014 - October 2014
First Republic Bank July 2007 - March 2014
First Republic Bank October 2003 - July 2007
Alegria Party Rentals March 2001 - July 2004
netRequisite January 2002 - September 2002
Brodia February 2001 - December 2001
Sand Hill Systems October 1999 - October 2000
Skills
Certified Project..., Business Analysis, Vendor Management, Product Management, Information Technology, Program Management, Integration, Project Management, Cross-functional Team..., Agile Methodologies, Software Documentation, Testing, Enterprise Architecture, Software Development, IT Management, Management, Leadership, SDLC, IT Strategy, Enterprise Software, ITIL, Microsoft SQL Server, Requirements Gathering, Scrum, Quality Assurance, Strategy, Security, CRM, Software Project..., E-commerce, Business Intelligence, Business Process, PMO, Business Process..., SaaS, Visio, Product Development, Project Portfolio..., Process Improvement, Requirements Analysis, Professional Services
Education
University of California, Berkeley, Haas School of Business 2014 — 2014
University of California, Berkeley, Extension 2009 — 2011
Certificate with Distinction
University of California, Berkeley 1987 — 1992
Bachelor of Science (BS)
The University of Birmingham 1990 — 1991
EAGLE Japan, Texas A&M, Koriyama 1992 — 1992
Stanford University 1992 — 1994
AssetMark April 2014 - Present
Signature Consultants April 2014 - October 2014
First Republic Bank July 2007 - March 2014
First Republic Bank October 2003 - July 2007
Alegria Party Rentals March 2001 - July 2004
netRequisite January 2002 - September 2002
Brodia February 2001 - December 2001
Sand Hill Systems October 1999 - October 2000
Skills
Certified Project..., Business Analysis, Vendor Management, Product Management, Information Technology, Program Management, Integration, Project Management, Cross-functional Team..., Agile Methodologies, Software Documentation, Testing, Enterprise Architecture, Software Development, IT Management, Management, Leadership, SDLC, IT Strategy, Enterprise Software, ITIL, Microsoft SQL Server, Requirements Gathering, Scrum, Quality Assurance, Strategy, Security, CRM, Software Project..., E-commerce, Business Intelligence, Business Process, PMO, Business Process..., SaaS, Visio, Product Development, Project Portfolio..., Process Improvement, Requirements Analysis, Professional Services
Education
University of California, Berkeley, Haas School of Business 2014 — 2014
University of California, Berkeley, Extension 2009 — 2011
Certificate with Distinction
University of California, Berkeley 1987 — 1992
Bachelor of Science (BS)
The University of Birmingham 1990 — 1991
EAGLE Japan, Texas A&M, Koriyama 1992 — 1992
Stanford University 1992 — 1994
Jim Bulger Jim Bulger's AssetMark Experience May 2011 - October 2014
Job Regional Consultant at Beaumont Capital Management (BCM)
Industry Financial Services
Experience
Beaumont Capital Management (BCM) November 2014 - Present
AssetMark May 2011 - October 2014
FundQuest May 2010 - May 2011
FundQuest February 2002 - May 2010
Fidelity Investments 1999 - 2001
Morgan Stanley Dean Witter January 1997 - December 1998
Northwestern Mutual December 1995 - January 1997
Skills
Mutual Funds, Separately Managed..., Asset Allocation, ETFs, Alternative Investments, Wealth Management, Finance, Series 63, Financial Advisory, Investment Advisory, Retirement Planning, Series 6, Series 65, Securities, Retirement, Investment Strategies, FINRA, Asset Management, Fixed Annuities, Financial Services, Investments, 401k, Equities
Education
University of Rhode Island 1991 — 1995
BA, Economics
Beaumont Capital Management (BCM) November 2014 - Present
AssetMark May 2011 - October 2014
FundQuest May 2010 - May 2011
FundQuest February 2002 - May 2010
Fidelity Investments 1999 - 2001
Morgan Stanley Dean Witter January 1997 - December 1998
Northwestern Mutual December 1995 - January 1997
Skills
Mutual Funds, Separately Managed..., Asset Allocation, ETFs, Alternative Investments, Wealth Management, Finance, Series 63, Financial Advisory, Investment Advisory, Retirement Planning, Series 6, Series 65, Securities, Retirement, Investment Strategies, FINRA, Asset Management, Fixed Annuities, Financial Services, Investments, 401k, Equities
Education
University of Rhode Island 1991 — 1995
BA, Economics
J.T. Katavich J.T. Katavich's AssetMark Experience March 2014 - June 2015
Job Lead Instructional Designer at LearnUp
Industry E-Learning
Experience
LearnUp June 2015 - Present
AssetMark March 2014 - June 2015
LearnUp March 2014 - April 2014
The Mosaic Company November 2013 - January 2014
Badgeville May 2013 - June 2013
Curriculum Technology July 2012 - May 2013
Kratos Defense and Security Solutions April 2012 - September 2012
Woodstock's Pizza February 2011 - April 2012
Skills
Customer Service, Social Networking, Social Media, Social Media Marketing, PowerPoint, Public Relations, Microsoft Office, Microsoft Word, Microsoft Excel, Adobe Captivate, Adobe Photoshop, Adobe DreamWeaver, Captivate, Photoshop, Adobe, E-Learning, Event Planning, Team Building, Creative Writing, Sales, ADDIE, Multimedia, Marketing, Blogging, Instructional Design
Education
San Diego State University-California State University 2011 — 2013
Master of Arts (M.A.), Educational Technology
San Diego State University-California State University 2007 — 2011
Bachelors, Journalism and Media Studies
LearnUp June 2015 - Present
AssetMark March 2014 - June 2015
LearnUp March 2014 - April 2014
The Mosaic Company November 2013 - January 2014
Badgeville May 2013 - June 2013
Curriculum Technology July 2012 - May 2013
Kratos Defense and Security Solutions April 2012 - September 2012
Woodstock's Pizza February 2011 - April 2012
Skills
Customer Service, Social Networking, Social Media, Social Media Marketing, PowerPoint, Public Relations, Microsoft Office, Microsoft Word, Microsoft Excel, Adobe Captivate, Adobe Photoshop, Adobe DreamWeaver, Captivate, Photoshop, Adobe, E-Learning, Event Planning, Team Building, Creative Writing, Sales, ADDIE, Multimedia, Marketing, Blogging, Instructional Design
Education
San Diego State University-California State University 2011 — 2013
Master of Arts (M.A.), Educational Technology
San Diego State University-California State University 2007 — 2011
Bachelors, Journalism and Media Studies
David Pologe David Pologe's AssetMark Experience February 2012 - Present
Job Director Strategic Accounts, AssetMark
Industry Investment Management
Experience
AssetMark February 2012 - Present
UBS Global Asset Management July 2005 - December 2011
UBS Financial Services January 2004 - June 2005
UBS Financial Services January 2003 - January 2004
UBS Financial Services February 2002 - January 2003
Tucker Anthony October 2000 - July 2001
Head of Packaged Products January 1996 - January 2000
Wood Logan June 1991 - December 1995
Shearson 1984 - 1985
Education
State University of New York at Albany 1978 — 1982
BA, Economics, Philosophy
AssetMark February 2012 - Present
UBS Global Asset Management July 2005 - December 2011
UBS Financial Services January 2004 - June 2005
UBS Financial Services January 2003 - January 2004
UBS Financial Services February 2002 - January 2003
Tucker Anthony October 2000 - July 2001
Head of Packaged Products January 1996 - January 2000
Wood Logan June 1991 - December 1995
Shearson 1984 - 1985
Education
State University of New York at Albany 1978 — 1982
BA, Economics, Philosophy
C. Shane Chareonchump C. Shane Chareonchump's AssetMark Experience May 2008 - Present
Job Regional Consultant
Industry Financial Services
Experience
AssetMark May 2008 - Present
Lincoln Financial Advisors January 2005 - March 2008
Skills
Certified Financial..., Asset Allocation, Practice Management, Client Relationship..., Financial Planning, Sales Process, Client Communications, Investment Strategies, Tactical Asset..., Portfolio Optimization, Strategic Financial..., CRM, Finance, Small Business, Wealth Management, Investment Management, Mutual Funds, Financial Advisory, Retirement
Education
The Ohio State University 1999 — 2004
AssetMark May 2008 - Present
Lincoln Financial Advisors January 2005 - March 2008
Skills
Certified Financial..., Asset Allocation, Practice Management, Client Relationship..., Financial Planning, Sales Process, Client Communications, Investment Strategies, Tactical Asset..., Portfolio Optimization, Strategic Financial..., CRM, Finance, Small Business, Wealth Management, Investment Management, Mutual Funds, Financial Advisory, Retirement
Education
The Ohio State University 1999 — 2004
Rick Groom Rick Groom's AssetMark Experience February 2014 - Present
Job Regional Consultant at AssetMark
Industry Financial Services
Experience
AssetMark February 2014 - Present
Janus Capital Group January 2007 - February 2014
Standard & Poor's January 2004 - December 2006
Dreyfus January 2001 - December 2004
JP Morgan Chase January 1996 - January 2001
Van Eck Global September 1991 - January 1996
Skills
Series 7, Series 63, Investments, Alternative Investments, Wealth Management, ETFs, Separately Managed..., Open Architecture, Practice Management, Business Continuity..., Succession Planning
Education
Trinity College-Hartford 1988 — 1991
BA, Economics
Northfield Mount Hermon 1985 — 1987
Private Secondary School
AssetMark February 2014 - Present
Janus Capital Group January 2007 - February 2014
Standard & Poor's January 2004 - December 2006
Dreyfus January 2001 - December 2004
JP Morgan Chase January 1996 - January 2001
Van Eck Global September 1991 - January 1996
Skills
Series 7, Series 63, Investments, Alternative Investments, Wealth Management, ETFs, Separately Managed..., Open Architecture, Practice Management, Business Continuity..., Succession Planning
Education
Trinity College-Hartford 1988 — 1991
BA, Economics
Northfield Mount Hermon 1985 — 1987
Private Secondary School
Kirstyn Sampias Kirstyn Sampias's AssetMark Experience October 2013 - Present
Job Internal Sales Consultant at AssetMark
Industry Financial Services
Experience
AssetMark October 2013 - Present
Cetera Financial Group September 2011 - October 2013
Truman State University August 2010 - May 2011
Odyssey Financial Group January 2007 - January 2009
Skills
Finance, Hold Series 7, Sales, Investments, Financial Services, Series 63, Series 65, Bonds, ETFs, IRAs
Education
Truman State University 2007 — 2011
Bachelor of Science (B.S.), Business Administration, Finance
Glenwood High School 2003 — 2007
Glenwood High School
AssetMark October 2013 - Present
Cetera Financial Group September 2011 - October 2013
Truman State University August 2010 - May 2011
Odyssey Financial Group January 2007 - January 2009
Skills
Finance, Hold Series 7, Sales, Investments, Financial Services, Series 63, Series 65, Bonds, ETFs, IRAs
Education
Truman State University 2007 — 2011
Bachelor of Science (B.S.), Business Administration, Finance
Glenwood High School 2003 — 2007
Glenwood High School
William McCulloch William McCulloch's AssetMark Experience August 2009 - Present
Job Financial Services Professional
Industry Financial Services
Experience
AssetMark August 2009 - Present
Chase November 2003 - June 2009
Harris Direct June 1998 - October 2003
Education
University of Southern California 1989 — 1993
BA, Economics
AssetMark August 2009 - Present
Chase November 2003 - June 2009
Harris Direct June 1998 - October 2003
Education
University of Southern California 1989 — 1993
BA, Economics
Rico Casares Rico Casares's AssetMark Experience June 2012 - Present
Job
Industry Investment Management
Experience
AssetMark June 2012 - Present
Raymond James Financial Services November 2008 - June 2012
Bayshore Title May 2005 - November 2008
State Farm May 2002 - April 2005
Raymond James Financial Services June 1995 - May 2001
Skills
Client Segmentation, Practice Management, Series 7, Series 24, Series 63, Retirement Planning, Asset Allocation, Mutual Funds, Portfolio Management, Securities, Uniform Combined State..., Investment Advisory, Wealth Management, Retirement, Financial Services, Investments, Financial Advisory, Alternative Investments, Asset Management
Education
University of Notre Dame - Mendoza College of Business 2001 — 2002
MBA, Management and Investments
University of South Florida 1993 — 1995
Bachelor of Science, Finance
University of Florida 1990 — 1993
Associate of Arts
AssetMark June 2012 - Present
Raymond James Financial Services November 2008 - June 2012
Bayshore Title May 2005 - November 2008
State Farm May 2002 - April 2005
Raymond James Financial Services June 1995 - May 2001
Skills
Client Segmentation, Practice Management, Series 7, Series 24, Series 63, Retirement Planning, Asset Allocation, Mutual Funds, Portfolio Management, Securities, Uniform Combined State..., Investment Advisory, Wealth Management, Retirement, Financial Services, Investments, Financial Advisory, Alternative Investments, Asset Management
Education
University of Notre Dame - Mendoza College of Business 2001 — 2002
MBA, Management and Investments
University of South Florida 1993 — 1995
Bachelor of Science, Finance
University of Florida 1990 — 1993
Associate of Arts
Cayla Ruddy Cayla Ruddy's AssetMark Experience April 2013 - Present
Job Quality Control Analyst at AssetMark
Industry Financial Services
Experience
AssetMark April 2013 - Present
Paws Up! September 2012 - December 2012
UA Presents May 2012 - October 2012
Skills
Customer Service, Microsoft Excel, Dogs, Strategic Planning, Project Management, Dog Behavior, Data Entry, Microsoft Office, Business Strategy, Economics, Marketing Strategy, Negotiation, New Business Development, Research, Sales Management, PowerPoint, Microsoft Word, Customer Satisfaction, Investments, Strategy, Finance, Team Building, Internal Audit
Education
University of Arizona 2009 — 2012
Bachelor of Arts (B.A), Economics, 3.575
University of Arizona 2009 — 2012
Bachelor's degree, Economics
AssetMark April 2013 - Present
Paws Up! September 2012 - December 2012
UA Presents May 2012 - October 2012
Skills
Customer Service, Microsoft Excel, Dogs, Strategic Planning, Project Management, Dog Behavior, Data Entry, Microsoft Office, Business Strategy, Economics, Marketing Strategy, Negotiation, New Business Development, Research, Sales Management, PowerPoint, Microsoft Word, Customer Satisfaction, Investments, Strategy, Finance, Team Building, Internal Audit
Education
University of Arizona 2009 — 2012
Bachelor of Arts (B.A), Economics, 3.575
University of Arizona 2009 — 2012
Bachelor's degree, Economics
William Khadiri's AssetMark Experience June 2014 - August 2014
Job Junior Business Developer
Industry Computer Software
Experience
LocalEyes App October 2014 - July 2015
AssetMark June 2014 - August 2014
Solabios June 2013 - August 2013
Skills
Project Management, Marketing, Leadership, Project Planning, Creativity, PowerPoint, Microsoft Excel, Marketing Strategy, Business Development, Strategic Planning, Market Research, Teamwork, New Business Development, Business Planning, Budgets, Data Analysis, Data Modeling, Management Consulting, R, HTML, Python, CSS, Photoshop, French, SQL, XML, Java, Android Development, Agile Project Management, User Experience Design, User Experience Testing, UIX, A/B Testing, Google Analytics, Google Adwords, Web Analytics
Education
American Business School of Paris 2012 — 2015
Bachelor of Business Administration (B.B.A.), International Business, Dean's list
San Francisco State University 2014 — 2014
Minor, Decision Sciences
LocalEyes App October 2014 - July 2015
AssetMark June 2014 - August 2014
Solabios June 2013 - August 2013
Skills
Project Management, Marketing, Leadership, Project Planning, Creativity, PowerPoint, Microsoft Excel, Marketing Strategy, Business Development, Strategic Planning, Market Research, Teamwork, New Business Development, Business Planning, Budgets, Data Analysis, Data Modeling, Management Consulting, R, HTML, Python, CSS, Photoshop, French, SQL, XML, Java, Android Development, Agile Project Management, User Experience Design, User Experience Testing, UIX, A/B Testing, Google Analytics, Google Adwords, Web Analytics
Education
American Business School of Paris 2012 — 2015
Bachelor of Business Administration (B.B.A.), International Business, Dean's list
San Francisco State University 2014 — 2014
Minor, Decision Sciences
Elizabeth Ekren Elizabeth Ekren's AssetMark Experience December 2014 - July 2015
Job German Language Student at Defense Language Institute
Industry International Affairs
Experience
Defense Language Institute August 2015 - Present
AssetMark December 2014 - July 2015
AssetMark December 2013 - November 2014
AssetMark July 2012 - December 2013
Booz Allen Hamilton October 2010 - July 2012
National Defense University May 2009 - August 2009
The Heritage Foundation May 2008 - August 2008
Office of Naval Intelligence May 2007 - August 2007
Commonwealth of Kentucky May 2006 - August 2006
Skills
Analysis, Business Process..., Process Improvement, Analytics, Management Consulting, Editing, Data Analysis, Qualitative Research, Top Secret, Security Clearance, Change Management, Strategic Consulting, Business Strategy, Process Consulting, Process Optimization, Process Mapping, Implementing Processes, Visio, Business Analysis, Business Metrics, Metrics Analysis, Product Design, Product Lines, Product Management, Copy Editing, Technical Writing, Publications Management, Content Development, Customer Support, Product Marketing, Production Management, Analytical Writing, Database Management, Quantitative Analysis, Policy Analysis, Report Writing, Research, Quantitative Research, Russian, Social Sciences, Staff Training, Adobe Creative Suite, Financial Services, Wealth Management..., Quantitative Analytics, Program Management
Education
University of Oxford 2009 — 2010
Master of Science, Russian and East European Studies
Yale University 2005 — 2009
Bachelor of Arts, Psychology, Russian Language
Defense Language Institute August 2015 - Present
AssetMark December 2014 - July 2015
AssetMark December 2013 - November 2014
AssetMark July 2012 - December 2013
Booz Allen Hamilton October 2010 - July 2012
National Defense University May 2009 - August 2009
The Heritage Foundation May 2008 - August 2008
Office of Naval Intelligence May 2007 - August 2007
Commonwealth of Kentucky May 2006 - August 2006
Skills
Analysis, Business Process..., Process Improvement, Analytics, Management Consulting, Editing, Data Analysis, Qualitative Research, Top Secret, Security Clearance, Change Management, Strategic Consulting, Business Strategy, Process Consulting, Process Optimization, Process Mapping, Implementing Processes, Visio, Business Analysis, Business Metrics, Metrics Analysis, Product Design, Product Lines, Product Management, Copy Editing, Technical Writing, Publications Management, Content Development, Customer Support, Product Marketing, Production Management, Analytical Writing, Database Management, Quantitative Analysis, Policy Analysis, Report Writing, Research, Quantitative Research, Russian, Social Sciences, Staff Training, Adobe Creative Suite, Financial Services, Wealth Management..., Quantitative Analytics, Program Management
Education
University of Oxford 2009 — 2010
Master of Science, Russian and East European Studies
Yale University 2005 — 2009
Bachelor of Arts, Psychology, Russian Language
Lynda Juhr's AssetMark Experience Business Continuity Preparedness AnalystGenworth FinancialJuly 2011 - Present
Job IT Governance and Business Continuity at AssetMark
Industry Management Consulting
Experience
AssetMark Business Continuity Preparedness AnalystGenworth FinancialJuly 2011 - Present
Wells Fargo Bank July 2010 - November 2011
Wells Fargo July 2008 - December 2009
CRC Consulting August 2004 - June 2008
Skills
Business Continuity, Project Management, Business Continuity..., Training, Management, Business Process, Disaster Recovery, Risk Assessment, Risk Management, Vendor Management, Financial Risk, Program Management, Crisis Management, Enterprise Software, Operational Risk..., Leadership, Business Analysis, Process Improvement, Consulting
Education
San Francisco State University 2005 — 2008
Bachelor of Science Degree, Business Administration - Management
DRII
AssetMark Business Continuity Preparedness AnalystGenworth FinancialJuly 2011 - Present
Wells Fargo Bank July 2010 - November 2011
Wells Fargo July 2008 - December 2009
CRC Consulting August 2004 - June 2008
Skills
Business Continuity, Project Management, Business Continuity..., Training, Management, Business Process, Disaster Recovery, Risk Assessment, Risk Management, Vendor Management, Financial Risk, Program Management, Crisis Management, Enterprise Software, Operational Risk..., Leadership, Business Analysis, Process Improvement, Consulting
Education
San Francisco State University 2005 — 2008
Bachelor of Science Degree, Business Administration - Management
DRII
Susannah Ryan Susannah Ryan's AssetMark Experience August 2015 - Present
Job Transition Specialist at AssetMark
Industry Marketing and Advertising
Experience
AssetMark August 2015 - Present
Bloc, Inc. September 2014 - May 2015
UC Davis Campus Recreation and Unions September 2013 - July 2014
UC Davis Campus Recreation and Unions May 2013 - June 2014
CalPIRG April 2013 - June 2013
The Wardrobe April 2013 - June 2013
Sierra Pacific Industries December 2011 - August 2012
Volunteer August 2011 - May 2012
Volunteer September 2010 - September 2011
Education
University of California, Davis 2012 — 2014
Bachelor of Arts (B.A.), Economics
The London School of Economics and Political Science (LSE) 2014 — 2014
Summer Abroad Program, Marketing/Marketing Management, General
AssetMark August 2015 - Present
Bloc, Inc. September 2014 - May 2015
UC Davis Campus Recreation and Unions September 2013 - July 2014
UC Davis Campus Recreation and Unions May 2013 - June 2014
CalPIRG April 2013 - June 2013
The Wardrobe April 2013 - June 2013
Sierra Pacific Industries December 2011 - August 2012
Volunteer August 2011 - May 2012
Volunteer September 2010 - September 2011
Education
University of California, Davis 2012 — 2014
Bachelor of Arts (B.A.), Economics
The London School of Economics and Political Science (LSE) 2014 — 2014
Summer Abroad Program, Marketing/Marketing Management, General
Tyler Bolin's AssetMark Experience January 2009 - September 2014
Job Founder, President at Bolin Wealth Management
Industry Financial Services
Experience
Bolin Wealth Management July 2015 - Present
AssetMark January 2009 - September 2014
Skills
Investment Management, Portfolio Management, Finance, Public Speaking, Wealth Management, Financial Services
Education
The University of Kansas 2005 — 2009
Strategic Communication
Bolin Wealth Management July 2015 - Present
AssetMark January 2009 - September 2014
Skills
Investment Management, Portfolio Management, Finance, Public Speaking, Wealth Management, Financial Services
Education
The University of Kansas 2005 — 2009
Strategic Communication
Coleman Whyte Coleman Whyte's AssetMark Experience June 2015 - August 2015
Job Marketing Intern at AssetMark
Industry Marketing and Advertising
Experience
AssetMark June 2015 - August 2015
Clarks February 2013 - May 2015
Campus Crusade for Christ August 2012 - May 2015
AssetMark May 2014 - August 2014
St. David's School January 2014 - May 2014
High Cotton May 2013 - February 2014
Church of the Apostles May 2012 - August 2013
Newcomb and Company May 2012 - August 2012
YMCA May 2011 - August 2011
Skills
Microsoft SQL Server, Microsoft Excel, SAS Programming, Public Speaking, Friendly Personality, Marketing Analytics, Management, Event Planning, Data Analysis, Marketing Strategy, Volunteering, Retail Sales, Sales, Social Media, Fundraising
Education
Appalachian State 2015 — 2016
Bachelor of Business Administration (B.B.A.), Marketing
Wake Technical Community College 2012 — 2015
Marketing
University of South Carolina-Columbia 2011 — 2012
AssetMark June 2015 - August 2015
Clarks February 2013 - May 2015
Campus Crusade for Christ August 2012 - May 2015
AssetMark May 2014 - August 2014
St. David's School January 2014 - May 2014
High Cotton May 2013 - February 2014
Church of the Apostles May 2012 - August 2013
Newcomb and Company May 2012 - August 2012
YMCA May 2011 - August 2011
Skills
Microsoft SQL Server, Microsoft Excel, SAS Programming, Public Speaking, Friendly Personality, Marketing Analytics, Management, Event Planning, Data Analysis, Marketing Strategy, Volunteering, Retail Sales, Sales, Social Media, Fundraising
Education
Appalachian State 2015 — 2016
Bachelor of Business Administration (B.B.A.), Marketing
Wake Technical Community College 2012 — 2015
Marketing
University of South Carolina-Columbia 2011 — 2012
Scott Salvotti's AssetMark Experience March 2005 - March 2009
Job Helpdesk Support Representative II at Easter Seals Bay Area
Industry Information Services
Experience
Easter Seals Bay Area December 2014 - Present
Raley's August 2014 - December 2014
Cerus September 2013 - August 2014
Genworth March 2009 - September 2013
AssetMark March 2005 - March 2009
Safeway December 2000 - March 2005
Excite@Home December 1998 - December 2001
Netscape Communications Corporation May 1996 - December 1998
Skills
Technical Support, Active Directory, Troubleshooting, Windows 7, Help Desk Support, Visio, Servers, Disaster Recovery, Laptops, Blackberry Enterprise..., SCCM, Hardware, Management, Process Improvement, VMware, System Administration, Customer Service, Vendor Management, VPN, Project Management, Citrix, Printers, Infrastructure, SharePoint, Networking, Team Leadership, Integration, Business Analysis, IT Operations, Desktop Administration, Information Technology, IT Strategy, Windows Server, Software Documentation, Network Administration, IT Management, Computer Hardware
Education
San Diego State University 1986 — 1991
B.S., Business Administration
Easter Seals Bay Area December 2014 - Present
Raley's August 2014 - December 2014
Cerus September 2013 - August 2014
Genworth March 2009 - September 2013
AssetMark March 2005 - March 2009
Safeway December 2000 - March 2005
Excite@Home December 1998 - December 2001
Netscape Communications Corporation May 1996 - December 1998
Skills
Technical Support, Active Directory, Troubleshooting, Windows 7, Help Desk Support, Visio, Servers, Disaster Recovery, Laptops, Blackberry Enterprise..., SCCM, Hardware, Management, Process Improvement, VMware, System Administration, Customer Service, Vendor Management, VPN, Project Management, Citrix, Printers, Infrastructure, SharePoint, Networking, Team Leadership, Integration, Business Analysis, IT Operations, Desktop Administration, Information Technology, IT Strategy, Windows Server, Software Documentation, Network Administration, IT Management, Computer Hardware
Education
San Diego State University 1986 — 1991
B.S., Business Administration
Meghan McEldowney Meghan McEldowney's AssetMark Experience June 2015 - August 2015
Job Designer at Ethos Magazine
Industry
Experience
AssetMark June 2015 - August 2015
OR Magazine April 2015 - June 2015
Novamaya June 2014 - September 2014
Envision UO March 2014 - June 2014
freelance position December 2013 - May 2014
Loard's Ice Cream June 2012 - September 2013
Skills
Customer Service, Social Media, Organization, Facebook, Creative Writing, Editing, Spanish, Final Cut Pro, Event Planning, PowerPoint, Social Networking, Time Management, Microsoft Excel, Microsoft Word
Education
University of Oregon 2012 — 2016
Bachelor of Arts (B.A.), Major: Advertising. Minor: Spanish, Junior
CIEE Study Abroad, Seville Spain 2014 — 2014
Communications, New Media, Journalism Program
San Ramon Valley High School 2009 — 2012
AssetMark June 2015 - August 2015
OR Magazine April 2015 - June 2015
Novamaya June 2014 - September 2014
Envision UO March 2014 - June 2014
freelance position December 2013 - May 2014
Loard's Ice Cream June 2012 - September 2013
Skills
Customer Service, Social Media, Organization, Facebook, Creative Writing, Editing, Spanish, Final Cut Pro, Event Planning, PowerPoint, Social Networking, Time Management, Microsoft Excel, Microsoft Word
Education
University of Oregon 2012 — 2016
Bachelor of Arts (B.A.), Major: Advertising. Minor: Spanish, Junior
CIEE Study Abroad, Seville Spain 2014 — 2014
Communications, New Media, Journalism Program
San Ramon Valley High School 2009 — 2012
Peter Hoversen Peter Hoversen's AssetMark Experience September 2015 - Present
Job Manager at AssetMark
Industry Insurance
Experience
AssetMark September 2015 - Present
AssetMark November 2010 - September 2015
Genworth Financial April 2007 - November 2010
Ameriprise Financial Services, Inc. February 2005 - February 2007
AEI Consultants October 2002 - November 2004
Skills
Mutual Funds, Series 63, Series 7, Wealth Management, Fixed Annuities, Asset Managment, Securities, Financial Analysis, Insurance, Salesforce.com, Process Improvement, Customer Service, Leadership, Retirement Planning, Project Management
Education
University of California, Riverside 1999 — 2002
BS, Business Administration
AssetMark September 2015 - Present
AssetMark November 2010 - September 2015
Genworth Financial April 2007 - November 2010
Ameriprise Financial Services, Inc. February 2005 - February 2007
AEI Consultants October 2002 - November 2004
Skills
Mutual Funds, Series 63, Series 7, Wealth Management, Fixed Annuities, Asset Managment, Securities, Financial Analysis, Insurance, Salesforce.com, Process Improvement, Customer Service, Leadership, Retirement Planning, Project Management
Education
University of California, Riverside 1999 — 2002
BS, Business Administration
Carrie Hansen Carrie Hansen's AssetMark Experience July 2000 - Present
Job EVP, COO, President Mutual Funds at AssetMark, Inc.
Industry Financial Services
Experience
AssetMark July 2000 - Present
Skills
Finance, Investments, Asset Management, Securities, Insurance, Mutual Funds, Vendor Management, Trading, Integration, Risk Management, Mergers & Acquisitions, Management, Auditing, Financial Services, Wealth Management, Asset Managment, ETFs
Education
University of California, Berkeley, Haas School of Business 1988 — 1992
BS, Business Administration
AssetMark July 2000 - Present
Skills
Finance, Investments, Asset Management, Securities, Insurance, Mutual Funds, Vendor Management, Trading, Integration, Risk Management, Mergers & Acquisitions, Management, Auditing, Financial Services, Wealth Management, Asset Managment, ETFs
Education
University of California, Berkeley, Haas School of Business 1988 — 1992
BS, Business Administration
Fernando Gallegos Fernando Gallegos's AssetMark Experience November 2014 - Present
Job Trade Operations Specialist at AssetMark
Industry Accounting
Experience
AssetMark November 2014 - Present
Yelp June 2014 - September 2014
First Graduate August 2007 - May 2014
Wells Fargo June 2012 - August 2012
Skills
Fluent in Spanish, Familiar with all..., Accounting
Education
University of San Francisco 2010 — 2014
Accounting
AssetMark November 2014 - Present
Yelp June 2014 - September 2014
First Graduate August 2007 - May 2014
Wells Fargo June 2012 - August 2012
Skills
Fluent in Spanish, Familiar with all..., Accounting
Education
University of San Francisco 2010 — 2014
Accounting
Dexter D'Cruz (MSIT) Dexter D'Cruz (MSIT)'s AssetMark Experience July 2015 - Present
Job Software Engineer II at AssetMark
Industry Information Technology and Services
Experience
AssetMark July 2015 - Present
AssetMark January 2015 - July 2015
Stanford Management Company January 2013 - January 2015
Gap Inc. August 2012 - January 2013
ANSITEC Soluciones de Ingeniería e Informática, S.L. October 2011 - December 2011
Advantedge Financial Services June 2007 - July 2010
Challenger Financial Services January 2006 - June 2007
ANZ Banking Group Pty Ltd November 2004 - December 2004
DaimlerCrysler Financial Services April 2004 - November 2004
Mayne Pharmaceuticals November 2003 - March 2004
Skills
SQL Server, VB.NET, Visual Basic, Databases, Access, FileNet, Documentation, Document Management, Database Design, Database Development, Relational Databases, Workflow, Reporting & Analysis, Application Development, Business Process, Object Oriented Design, Troubleshooting, Technical Documentation, Standardization, Software Configuration..., Requirements Gathering, Workshop Presenter, Accounting, VBA, VBScript, T-SQL, Reporting Design, Data Transformation, Data Transfer, Data Extraction, VMware Workstation, vSphere, VSS, Tortoise SVN, University Teaching, Microsoft SQL Server, Business Analysis, Software Documentation, Integration, SSIS, Analysis, Software Development, SharePoint, SQL, SSRS, SDLC, Data Migration, Data Modeling, Systems Analysis, Requirements Analysis
Education
Swinburne University of Technology 1998 — 2000
Masters in Information Technology, Database Development
The Indian High School 1980 — 1990
Bachelor of Commerce, Accounting, Economics, Statistics
AssetMark July 2015 - Present
AssetMark January 2015 - July 2015
Stanford Management Company January 2013 - January 2015
Gap Inc. August 2012 - January 2013
ANSITEC Soluciones de Ingeniería e Informática, S.L. October 2011 - December 2011
Advantedge Financial Services June 2007 - July 2010
Challenger Financial Services January 2006 - June 2007
ANZ Banking Group Pty Ltd November 2004 - December 2004
DaimlerCrysler Financial Services April 2004 - November 2004
Mayne Pharmaceuticals November 2003 - March 2004
Skills
SQL Server, VB.NET, Visual Basic, Databases, Access, FileNet, Documentation, Document Management, Database Design, Database Development, Relational Databases, Workflow, Reporting & Analysis, Application Development, Business Process, Object Oriented Design, Troubleshooting, Technical Documentation, Standardization, Software Configuration..., Requirements Gathering, Workshop Presenter, Accounting, VBA, VBScript, T-SQL, Reporting Design, Data Transformation, Data Transfer, Data Extraction, VMware Workstation, vSphere, VSS, Tortoise SVN, University Teaching, Microsoft SQL Server, Business Analysis, Software Documentation, Integration, SSIS, Analysis, Software Development, SharePoint, SQL, SSRS, SDLC, Data Migration, Data Modeling, Systems Analysis, Requirements Analysis
Education
Swinburne University of Technology 1998 — 2000
Masters in Information Technology, Database Development
The Indian High School 1980 — 1990
Bachelor of Commerce, Accounting, Economics, Statistics
Anuj Kalra Anuj Kalra's AssetMark Experience June 2014 - Present
Job Trade Operations Analyst at AssetMark
Industry Financial Services
Experience
AssetMark June 2014 - Present
Cache Creek Casino Resort March 2013 - March 2014
Federal Deposit Insurance Company August 2011 - March 2012
LogixData May 2011 - July 2011
Channel Checkers May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Access, Econometrics, Photoshop, Analysis, Finance, XBRL, Pivot Tables, Dreamweaver, Gretl, Financial Analysis, Risk Management, Financial Modeling, MySQL, Research, Valuation, Social Networking, Management, Corporate Finance, Bloomberg Terminal, Leadership, Marketing, Bloomberg, Social Media, Budgets, Microsoft Word, Account Reconciliation, Revenue Analysis, Cash Flow, VBA, Microsoft Office, Data Analysis, Market Research, Due Diligence, Accounting
Education
University of Southern California 2010 — 2013
Bachelor of Arts, Economics, Senior
AssetMark June 2014 - Present
Cache Creek Casino Resort March 2013 - March 2014
Federal Deposit Insurance Company August 2011 - March 2012
LogixData May 2011 - July 2011
Channel Checkers May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Access, Econometrics, Photoshop, Analysis, Finance, XBRL, Pivot Tables, Dreamweaver, Gretl, Financial Analysis, Risk Management, Financial Modeling, MySQL, Research, Valuation, Social Networking, Management, Corporate Finance, Bloomberg Terminal, Leadership, Marketing, Bloomberg, Social Media, Budgets, Microsoft Word, Account Reconciliation, Revenue Analysis, Cash Flow, VBA, Microsoft Office, Data Analysis, Market Research, Due Diligence, Accounting
Education
University of Southern California 2010 — 2013
Bachelor of Arts, Economics, Senior
Hal Strong Hal Strong's AssetMark Experience September 2013 - Present
Job Director at Asset International
Industry Venture Capital & Private Equity
Experience
Genstar Capital November 2009 - Present
Asset International July 2014 - Present
AssetMark September 2013 - Present
Altegris Investments September 2013 - Present
Skills
Financial Services, Alternative Investments, Asset Managment, Private Equity, Securities, Investment Advisory, Investment Management
Education
University of Washington, Michael G. Foster School of Business
MBA
University of California, Berkeley
BA
Genstar Capital November 2009 - Present
Asset International July 2014 - Present
AssetMark September 2013 - Present
Altegris Investments September 2013 - Present
Skills
Financial Services, Alternative Investments, Asset Managment, Private Equity, Securities, Investment Advisory, Investment Management
Education
University of Washington, Michael G. Foster School of Business
MBA
University of California, Berkeley
BA
Julie Chenard's AssetMark Experience May 2013 - July 2015
Job Meeting + Events Planner (Contractor)
Industry Events Services
Experience
Corporate Meeting + Events July 2015 - Present
AssetMark May 2013 - July 2015
HelmsBriscoe March 2012 - October 2013
YPO - Young Presidents' Organization May 2012 - September 2013
Sutter Health February 2007 - March 2012
Miss Green Jeans February 2007 - January 2010
Enterprise Events Group July 2006 - February 2007
Hotel Industry January 1997 - July 2006
Fitness Industry January 1990 - January 1990
Skills
Event Management, Event Planning, Meeting Planning, Hotels, Sustainability, Management, Catering, Leadership, Corporate Social..., Contract Negotiation, Green Technology, Marketing, Program Management, Sales, Hotel Management, Resorts, Hospitality Industry, Business Development, Entrepreneurship, Food & Beverage, Customer Service, Hospitality, Meeting Management, Hotel Site Selection, Sustainability Strategy, green meeting planning, food and beverage
Education
San Francisco State University 1991 — 1994
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
Corporate Meeting + Events July 2015 - Present
AssetMark May 2013 - July 2015
HelmsBriscoe March 2012 - October 2013
YPO - Young Presidents' Organization May 2012 - September 2013
Sutter Health February 2007 - March 2012
Miss Green Jeans February 2007 - January 2010
Enterprise Events Group July 2006 - February 2007
Hotel Industry January 1997 - July 2006
Fitness Industry January 1990 - January 1990
Skills
Event Management, Event Planning, Meeting Planning, Hotels, Sustainability, Management, Catering, Leadership, Corporate Social..., Contract Negotiation, Green Technology, Marketing, Program Management, Sales, Hotel Management, Resorts, Hospitality Industry, Business Development, Entrepreneurship, Food & Beverage, Customer Service, Hospitality, Meeting Management, Hotel Site Selection, Sustainability Strategy, green meeting planning, food and beverage
Education
San Francisco State University 1991 — 1994
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
Chase White Chase White's AssetMark Experience April 2013 - May 2014
Job Demand Generation Specialist at Hawk Ridge Systems
Industry Financial Services
Experience
Hawk Ridge Systems June 2015 - Present
Revel Systems iPad POS May 2015 - May 2015
ClearSlide August 2014 - April 2015
AssetMark April 2013 - May 2014
Eventbrite January 2013 - April 2013
Basic American Foods June 2010 - January 2013
SAY Media May 2012 - November 2012
ngmoco February 2012 - November 2012
The Metropolitan Association August 2011 - January 2012
Skills
Salesforce.com, Marketo, Demand Generation, NetSuite, Marketing, Data Entry, Microsoft Excel, Customer Service, Invoicing, Management, Microsoft Office, PowerPoint, Outlook, Microsoft Word, Research, Event Planning, Social Media, Facebook, Public Speaking, System Administration, Social Networking, Data Analysis, Finance, Relationship Management, Filing, Social Media Marketing, Google Adwords
Education
University of San Francisco 2008 — 2012
Bachelor of Science (BS), International Business; Sales and Business Management
Hawk Ridge Systems June 2015 - Present
Revel Systems iPad POS May 2015 - May 2015
ClearSlide August 2014 - April 2015
AssetMark April 2013 - May 2014
Eventbrite January 2013 - April 2013
Basic American Foods June 2010 - January 2013
SAY Media May 2012 - November 2012
ngmoco February 2012 - November 2012
The Metropolitan Association August 2011 - January 2012
Skills
Salesforce.com, Marketo, Demand Generation, NetSuite, Marketing, Data Entry, Microsoft Excel, Customer Service, Invoicing, Management, Microsoft Office, PowerPoint, Outlook, Microsoft Word, Research, Event Planning, Social Media, Facebook, Public Speaking, System Administration, Social Networking, Data Analysis, Finance, Relationship Management, Filing, Social Media Marketing, Google Adwords
Education
University of San Francisco 2008 — 2012
Bachelor of Science (BS), International Business; Sales and Business Management
Lindsey Tomasula's AssetMark Experience August 2012 - August 2014
Job Internal Wholesaler at Cole Capital
Industry Financial Services
Experience
American Realty Capital Properties August 2014 - Present
AssetMark August 2012 - August 2014
Vanguard March 2008 - February 2012
Citizens Bank January 2007 - December 2007
Skills
Series 7, Series 6, Series 63, Financial Services, Sales, Finance, Management, Securities, Leadership, Customer Service, Retirement, Marketing, Salesforce.com, Event Planning, Microsoft Office, Recruiting, Portfolio Management, Time Management, Mutual Funds, Investments, Insurance Planning, Financial Analysis, Banking, Analysis
Education
University of Pittsburgh 2002 — 2006
BA, Bachelor of Art
American Realty Capital Properties August 2014 - Present
AssetMark August 2012 - August 2014
Vanguard March 2008 - February 2012
Citizens Bank January 2007 - December 2007
Skills
Series 7, Series 6, Series 63, Financial Services, Sales, Finance, Management, Securities, Leadership, Customer Service, Retirement, Marketing, Salesforce.com, Event Planning, Microsoft Office, Recruiting, Portfolio Management, Time Management, Mutual Funds, Investments, Insurance Planning, Financial Analysis, Banking, Analysis
Education
University of Pittsburgh 2002 — 2006
BA, Bachelor of Art
Lorraine Gatdula's AssetMark Experience September 2015 - Present
Job Marketing Manager at AssetMark
Industry Marketing and Advertising
Experience
AssetMark September 2015 - Present
Charles Schwab January 2008 - September 2015
Charles Schwab December 2006 - January 2008
San Francisco Federal Credit Union March 2005 - December 2006
American List Counsel February 2003 - March 2005
Brocade Communications Systems, Inc. 2001 - 2002
Education
San Jose State University
Bachelor of Science (B.S.)
AssetMark September 2015 - Present
Charles Schwab January 2008 - September 2015
Charles Schwab December 2006 - January 2008
San Francisco Federal Credit Union March 2005 - December 2006
American List Counsel February 2003 - March 2005
Brocade Communications Systems, Inc. 2001 - 2002
Education
San Jose State University
Bachelor of Science (B.S.)
Sam Lee, CFA's AssetMark Experience November 2011 - July 2015
Job MBA Candidate 2017 at USC Marshall School of Business
Industry Financial Services
Experience
AssetMark November 2011 - July 2015
Genworth Financial December 2010 - November 2011
Pacific Wealth Group March 2008 - December 2010
Amgen July 2006 - June 2007
Skills
Asset Management, Financial Modeling, Leadership, Asset Allocation, Microsoft Excel, Finance
Education
University of Southern California - Marshall School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, Davis 2001 — 2006
Bachelor of Science (B.S.), Microbiology, General
AssetMark November 2011 - July 2015
Genworth Financial December 2010 - November 2011
Pacific Wealth Group March 2008 - December 2010
Amgen July 2006 - June 2007
Skills
Asset Management, Financial Modeling, Leadership, Asset Allocation, Microsoft Excel, Finance
Education
University of Southern California - Marshall School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, Davis 2001 — 2006
Bachelor of Science (B.S.), Microbiology, General
Melissa Sachet's AssetMark Experience April 2014 - Present
Job Project Manager
Industry Computer Software
Experience
AssetMark April 2014 - Present
NetWorth Services, Inc August 2009 - 2014
Skills
Data Analysis, Microsoft Office, Management, Software Project..., Public Speaking, Analysis, PowerPoint, Microsoft SQL Server, Risk Management, Financial Analysis, Project Management, Requirements Analysis, SDLC, Databases, HTML, Business Analysis, XML, Business Intelligence, Database Design, Microsoft Excel, Web Services, VB.NET, Software Development, SOA, Oracle, Java, Agile Methodologies, AJAX, .NET, Vendor Management, Data Modeling, Visio, jQuery
Education
University of Phoenix 2004 — 2007
B.S., Business Administration
AssetMark April 2014 - Present
NetWorth Services, Inc August 2009 - 2014
Skills
Data Analysis, Microsoft Office, Management, Software Project..., Public Speaking, Analysis, PowerPoint, Microsoft SQL Server, Risk Management, Financial Analysis, Project Management, Requirements Analysis, SDLC, Databases, HTML, Business Analysis, XML, Business Intelligence, Database Design, Microsoft Excel, Web Services, VB.NET, Software Development, SOA, Oracle, Java, Agile Methodologies, AJAX, .NET, Vendor Management, Data Modeling, Visio, jQuery
Education
University of Phoenix 2004 — 2007
B.S., Business Administration
James Hanna's AssetMark Experience January 2013 - Present
Job Chief Technology Officer at AssetMark
Industry Financial Services
Experience
AssetMark January 2013 - Present
Bank of the West January 2005 - December 2012
Fidelity Information Services December 1986 - December 2004
Education
The Ohio State University 1982 — 1986
Information Systems
AssetMark January 2013 - Present
Bank of the West January 2005 - December 2012
Fidelity Information Services December 1986 - December 2004
Education
The Ohio State University 1982 — 1986
Information Systems
David Harwood's AssetMark Experience January 2001 - Present
Job AssetMark, Application Support Manager
Industry Financial Services
Experience
AssetMark January 2001 - Present
The Stat Guys March 2004 - Present
Skills
Agile Methodologies, Integration, Servers, Business Analysis, SDLC, VMware, Disaster Recovery, Troubleshooting, IT Management, Salesforce.com, Team Leadership, Program Management, Project Management, IT Strategy, Process Improvement, Visio, Vendor Management, Technical Support, SharePoint, Leadership, Management, Change Management, Solution Architecture, Active Directory, IT Service Management, Enterprise Architecture, Infrastructure, ITIL, Cloud Computing, Requirements Analysis, Databases, Software Project..., Software Documentation, Requirements Gathering
Education
Sonoma State University 1994 — 1997
AssetMark January 2001 - Present
The Stat Guys March 2004 - Present
Skills
Agile Methodologies, Integration, Servers, Business Analysis, SDLC, VMware, Disaster Recovery, Troubleshooting, IT Management, Salesforce.com, Team Leadership, Program Management, Project Management, IT Strategy, Process Improvement, Visio, Vendor Management, Technical Support, SharePoint, Leadership, Management, Change Management, Solution Architecture, Active Directory, IT Service Management, Enterprise Architecture, Infrastructure, ITIL, Cloud Computing, Requirements Analysis, Databases, Software Project..., Software Documentation, Requirements Gathering
Education
Sonoma State University 1994 — 1997
J. Adam Voyles's AssetMark Experience 2012 - March 2014
Job Experienced Leader and Licensed Broker
Industry Financial Services
Experience
AIG Advisor Group 2014 - Present
AssetMark 2012 - March 2014
Charles Schwab 2004 - 2012
Skills
Investments, Financial Services, Leadership, Process Improvement, Securities, Management, Portfolio Management, Project Management, Relationship Management, Series 63, Series 7, Risk Management, Strategic Planning
Education
University of Phoenix 2003 — 2005
N/A
AIG Advisor Group 2014 - Present
AssetMark 2012 - March 2014
Charles Schwab 2004 - 2012
Skills
Investments, Financial Services, Leadership, Process Improvement, Securities, Management, Portfolio Management, Project Management, Relationship Management, Series 63, Series 7, Risk Management, Strategic Planning
Education
University of Phoenix 2003 — 2005
N/A
Gaurav Auditya's AssetMark Experience May 2005 - Present
Job Vice President Trading, Reporting & Custody at AssetMark
Industry Financial Services
Experience
AssetMark May 2005 - Present
Wellington Management 2004 - 2005
State Street Corporation 2000 - 2004
Skills
Financial Services, Mutual Funds, Securities, Wealth Management, Series 63, Asset Management, Investment Advisory, Investments, Retirement, Series 6, Trading, Alternative Investments, Asset Allocation, Management, Retirement Planning, Risk Management, Equities, Portfolio Management, Series 7
Education
Syracuse University - Martin J. Whitman School of Management 1996 — 2000
AssetMark May 2005 - Present
Wellington Management 2004 - 2005
State Street Corporation 2000 - 2004
Skills
Financial Services, Mutual Funds, Securities, Wealth Management, Series 63, Asset Management, Investment Advisory, Investments, Retirement, Series 6, Trading, Alternative Investments, Asset Allocation, Management, Retirement Planning, Risk Management, Equities, Portfolio Management, Series 7
Education
Syracuse University - Martin J. Whitman School of Management 1996 — 2000
Aaron Namuche's AssetMark Experience April 2007 - Present
Job Relationship Manager at AssetMark
Industry Financial Services
Experience
AssetMark April 2007 - Present
Skills
Fixed Annuities, Mutual Funds, Series 7, Variable Annuities, Wealth Management, Retirement Planning, Portfolio Management, Investments, 401k, Financial Advisory, Asset Allocation, Investment Advisory
Education
University of California, Davis 1990 — 1994
Bachelor of Science (BS), Physical Education Teaching and Coaching
AssetMark April 2007 - Present
Skills
Fixed Annuities, Mutual Funds, Series 7, Variable Annuities, Wealth Management, Retirement Planning, Portfolio Management, Investments, 401k, Financial Advisory, Asset Allocation, Investment Advisory
Education
University of California, Davis 1990 — 1994
Bachelor of Science (BS), Physical Education Teaching and Coaching
Roe Kalantari's AssetMark Experience July 2012 - Present
Job BA at AssetMark
Industry Financial Services
Experience
AssetMark July 2012 - Present
Wells Fargo 2010 - Present
JP Morgan Chase August 1999 - Present
WaMu August 1999 - 2009
Minnesota Mining & Manufacturing August 1994 - September 1999
Skills
SDLC
Education
University of Minnesota-Twin Cities
BS Computer Science, Minor in Mathematics, Computer Science
AssetMark July 2012 - Present
Wells Fargo 2010 - Present
JP Morgan Chase August 1999 - Present
WaMu August 1999 - 2009
Minnesota Mining & Manufacturing August 1994 - September 1999
Skills
SDLC
Education
University of Minnesota-Twin Cities
BS Computer Science, Minor in Mathematics, Computer Science
Joe Mooney's AssetMark Experience February 2011 - Present
Job Gold Relationship Manager
Industry Financial Services
Experience
AssetMark February 2011 - Present
Merrill Lynch October 2008 - April 2010
Pacific Union Financial January 2005 - July 2008
Banc of America Securities January 1999 - November 2004
Education
University of California, Los Angeles 1994 — 1999
AssetMark February 2011 - Present
Merrill Lynch October 2008 - April 2010
Pacific Union Financial January 2005 - July 2008
Banc of America Securities January 1999 - November 2004
Education
University of California, Los Angeles 1994 — 1999
Shane Gentry's AssetMark Experience December 2004 - Present
Job Sr Regional Consultant at AssetMark
Industry Financial Services
Experience
AssetMark December 2004 - Present
John Hancock Financial Services March 2004 - September 2004
Morgan Stanley Wealth Management June 2001 - January 2004
UBS June 1997 - June 2001
Skills
Retirement, Wealth Management, Investments, Business Process..., Life Insurance, Insurance, Mutual Funds, Business Analysis, SDLC, Financial Advisory, Financial Services, Retirement Planning
Education
University of Houston 1989 — 1996
Bachelor's Degree, Finance
AssetMark December 2004 - Present
John Hancock Financial Services March 2004 - September 2004
Morgan Stanley Wealth Management June 2001 - January 2004
UBS June 1997 - June 2001
Skills
Retirement, Wealth Management, Investments, Business Process..., Life Insurance, Insurance, Mutual Funds, Business Analysis, SDLC, Financial Advisory, Financial Services, Retirement Planning
Education
University of Houston 1989 — 1996
Bachelor's Degree, Finance
Brandon Bastuba's AssetMark Experience October 2014 - Present
Job Regional Consultant at AssetMark
Industry Financial Services
Experience
AssetMark October 2014 - Present
AssetMark June 2014 - October 2014
AssetMark May 2010 - June 2014
AXA Advisors January 2010 - May 2010
AXA Advisors May 2007 - December 2009
Skills
CRM, Financial Advisory, Portfolio Management, Asset Allocation, Insurance, New Business Development, Finance, Analysis, Sales
Education
University of Michigan 2003 — 2006
BA, Economics & Political Science
AssetMark October 2014 - Present
AssetMark June 2014 - October 2014
AssetMark May 2010 - June 2014
AXA Advisors January 2010 - May 2010
AXA Advisors May 2007 - December 2009
Skills
CRM, Financial Advisory, Portfolio Management, Asset Allocation, Insurance, New Business Development, Finance, Analysis, Sales
Education
University of Michigan 2003 — 2006
BA, Economics & Political Science
Jeremy Usedom's AssetMark Experience March 2002 - Present
Job VP, Trade Operations at AssetMark
Industry Financial Services
Experience
AssetMark March 2002 - Present
Skills
Series 7, Risk Management, Securities, Mutual Funds, Social Media, HTML, Investments, Strategic Financial..., Alternative Investments, Portfolio Management, ETFs, Financial Analysis, Wealth Management, Financial Modeling, Relationship Management
Education
University of California, Davis 2000 — 2002
Bachelor’s Degree, Business/Managerial Economics
AssetMark March 2002 - Present
Skills
Series 7, Risk Management, Securities, Mutual Funds, Social Media, HTML, Investments, Strategic Financial..., Alternative Investments, Portfolio Management, ETFs, Financial Analysis, Wealth Management, Financial Modeling, Relationship Management
Education
University of California, Davis 2000 — 2002
Bachelor’s Degree, Business/Managerial Economics
Michal Wojciechowski's AssetMark Experience September 2006 - Present
Job Trading risk analyst
Industry Financial Services
Experience
AssetMark September 2006 - Present
H&R Block Financial Advisors March 2002 - April 2004
Skills
Program Management, Microsoft Office, Process Improvement, Securities, Investments, Public Relations, Series 6, Operations Management, APL, Asset Allocation, Management, Analysis, Project Management
Education
UC Davis 1999 — 2001
BS, International Relations
University of California, Davis 1999 — 2001
Bachelor's degree, International Relations and Affairs
AssetMark September 2006 - Present
H&R Block Financial Advisors March 2002 - April 2004
Skills
Program Management, Microsoft Office, Process Improvement, Securities, Investments, Public Relations, Series 6, Operations Management, APL, Asset Allocation, Management, Analysis, Project Management
Education
UC Davis 1999 — 2001
BS, International Relations
University of California, Davis 1999 — 2001
Bachelor's degree, International Relations and Affairs
Nadine Lucas's AssetMark Experience 2008 - August 2014
Job Chief Compliance Officer at AssetMark Brokerage, LLC
Industry Insurance
Experience
AssetMark, Inc. August 2014 - Present
AssetMark Brokerage, LLC August 2014 - Present
AssetMark 2008 - August 2014
EAInvest Securiites 2001 - 2008
Skills
Investment Management
Education
University of California, Berkeley, Haas School of Business 1998 — 2001
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1967 — 1971
Bachelor of Science (BS), Education
AssetMark, Inc. August 2014 - Present
AssetMark Brokerage, LLC August 2014 - Present
AssetMark 2008 - August 2014
EAInvest Securiites 2001 - 2008
Skills
Investment Management
Education
University of California, Berkeley, Haas School of Business 1998 — 2001
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1967 — 1971
Bachelor of Science (BS), Education
Claude Boulingui's AssetMark Experience February 2015 - June 2015
Job Software Engineer at AssetMark
Industry Information Technology and Services
Experience
AssetMark February 2015 - June 2015
Custom Sensors & Technologies (CST) June 2014 - August 2014
Autodesk June 2013 - August 2013
Zinio LLC September 2012 - March 2013
RESNET (Campus Internet Provider & Computer Assistance Group) September 2011 - September 2012
Wikimedia Foundation May 2012 - August 2012
Recippeeps.Inc April 2011 - August 2011
San Francisco State University June 2008 - August 2008
GIGA, Libreville June 2005 - January 2006
ACI GABON July 2005 - August 2005
Skills
MySQL, Databases, Linux, XML, OS X, Apache, Ubuntu, CSS, C, Operating Systems, Troubleshooting, Subversion, Eclipse, JavaScript, Access, Visual Basic, C++, Microsoft Office, Database Management, Windows, XP, PHP, Shell Scripting, SQL, Computer Hardware, Unix, Visual Studio, TCP/IP, iOS, Selenium, Ant Apache, TestNG, Eclipse IDE, JIRA, Perforce, Test Automation, Manual Testing, Android, Oracle, CSS3, HTML 5, AJAX, jQuery, POSIX, Pthreads, VirtualBox, Multithreading, Win32 API, C#
Education
San Francisco State University 2007 — 2014
Computer Science, Computer Science
Institut Superieur de Technologie 1999 — 2003
DUT in Computer Science (3years french Degree), Computer Science
AssetMark February 2015 - June 2015
Custom Sensors & Technologies (CST) June 2014 - August 2014
Autodesk June 2013 - August 2013
Zinio LLC September 2012 - March 2013
RESNET (Campus Internet Provider & Computer Assistance Group) September 2011 - September 2012
Wikimedia Foundation May 2012 - August 2012
Recippeeps.Inc April 2011 - August 2011
San Francisco State University June 2008 - August 2008
GIGA, Libreville June 2005 - January 2006
ACI GABON July 2005 - August 2005
Skills
MySQL, Databases, Linux, XML, OS X, Apache, Ubuntu, CSS, C, Operating Systems, Troubleshooting, Subversion, Eclipse, JavaScript, Access, Visual Basic, C++, Microsoft Office, Database Management, Windows, XP, PHP, Shell Scripting, SQL, Computer Hardware, Unix, Visual Studio, TCP/IP, iOS, Selenium, Ant Apache, TestNG, Eclipse IDE, JIRA, Perforce, Test Automation, Manual Testing, Android, Oracle, CSS3, HTML 5, AJAX, jQuery, POSIX, Pthreads, VirtualBox, Multithreading, Win32 API, C#
Education
San Francisco State University 2007 — 2014
Computer Science, Computer Science
Institut Superieur de Technologie 1999 — 2003
DUT in Computer Science (3years french Degree), Computer Science
Carolina Amor's AssetMark Experience August 2009 - Present
Job Spanish><English Translator and Interpreter at Free Lance
Industry Insurance
Experience
AssetMark August 2009 - Present
Education
University of Phoenix 2007 — 2010
Bachelors, Finance
AssetMark August 2009 - Present
Education
University of Phoenix 2007 — 2010
Bachelors, Finance
Brian O'Toole's AssetMark Experience 1995 - 2006
Job Chairman of the Board at TerraVesco™
Industry Farming
Experience
TerraVesco™ 2012 - Present
Genworth Financial 2006 - 2009
AssetMark 1995 - 2006
Skills
Public Speaking, Business Strategy, Strategic Planning, Customer Service, Management Consulting, Investments, Team Building, New Business Development, Wealth Management, Sustainability, Start-ups, Entrepreneurship, Sustainable Agriculture, Soil, Compost, Product Development, Education
Education
University of California, Berkeley 1976 — 1980
B.A., Political Economy
TerraVesco™ 2012 - Present
Genworth Financial 2006 - 2009
AssetMark 1995 - 2006
Skills
Public Speaking, Business Strategy, Strategic Planning, Customer Service, Management Consulting, Investments, Team Building, New Business Development, Wealth Management, Sustainability, Start-ups, Entrepreneurship, Sustainable Agriculture, Soil, Compost, Product Development, Education
Education
University of California, Berkeley 1976 — 1980
B.A., Political Economy
Ian Durnan's AssetMark Experience February 2014 - June 2014
Job New Accounts Concierge at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2014 - Present
AssetMark February 2014 - June 2014
Edward Jones April 2013 - February 2014
Edward Jones December 2011 - March 2013
Edward Jones November 2010 - July 2011
Edward Jones April 2008 - October 2010
Edward Jones April 2007 - April 2008
Edward Jones January 2007 - April 2007
Xentel Inc. August 2006 - October 2006
Edward Jones May 2005 - September 2006
Skills
Series 7, Series 66, Life & Health Insurance..., Investments, Mutual Funds, CRM, Management, Finance, Marketing, Budgets, Banking, Strategy, Training, Access, Microsoft Excel
Education
University of Arizona, Eller College of Management 2002 — 2006
Business Administration, Marketing Major, Political Science Minor
Merrill Lynch August 2014 - Present
AssetMark February 2014 - June 2014
Edward Jones April 2013 - February 2014
Edward Jones December 2011 - March 2013
Edward Jones November 2010 - July 2011
Edward Jones April 2008 - October 2010
Edward Jones April 2007 - April 2008
Edward Jones January 2007 - April 2007
Xentel Inc. August 2006 - October 2006
Edward Jones May 2005 - September 2006
Skills
Series 7, Series 66, Life & Health Insurance..., Investments, Mutual Funds, CRM, Management, Finance, Marketing, Budgets, Banking, Strategy, Training, Access, Microsoft Excel
Education
University of Arizona, Eller College of Management 2002 — 2006
Business Administration, Marketing Major, Political Science Minor
Laivu Huynh's AssetMark Experience September 2007 - Present
Job Lead Senior Accountant at Wells Fargo
Industry Insurance
Experience
Wells Fargo May 2015 - Present
Charles Schwab December 2014 - Present
AssetMark September 2007 - Present
WACHOVIA SECURITIES (FORMERLY ATLAS SECURITIES & ATLAS ADVISERS) January 2001 - January 2007
Dynavax Technologies January 2000 - January 2001
SOUTHEAST ASIAN COMMUNITY CENTER January 2000 - May 2000
US TOURS & REMITTENT January 1997 - January 1999
COLLEGE OF ALAMEDA January 1995 - January 1997
Skills
Financial Reporting, GAAP, Budgets, Incentive Programs, Strategic Financial..., Mutual Funds, Investments, Financial Advisory, Finance, Financial Services, Variance Analysis, Risk Management, Retirement Planning, Essbase, Hyperion Enterprise, Insurance, Investment Advisory, Sarbanes-Oxley Act, Financial Analysis, General Ledger, Account Reconciliation
Education
San Francisco State University 1998 — 2000
BS, Finance and Banking in
College of Alameda 1995 — 1997
Wells Fargo May 2015 - Present
Charles Schwab December 2014 - Present
AssetMark September 2007 - Present
WACHOVIA SECURITIES (FORMERLY ATLAS SECURITIES & ATLAS ADVISERS) January 2001 - January 2007
Dynavax Technologies January 2000 - January 2001
SOUTHEAST ASIAN COMMUNITY CENTER January 2000 - May 2000
US TOURS & REMITTENT January 1997 - January 1999
COLLEGE OF ALAMEDA January 1995 - January 1997
Skills
Financial Reporting, GAAP, Budgets, Incentive Programs, Strategic Financial..., Mutual Funds, Investments, Financial Advisory, Finance, Financial Services, Variance Analysis, Risk Management, Retirement Planning, Essbase, Hyperion Enterprise, Insurance, Investment Advisory, Sarbanes-Oxley Act, Financial Analysis, General Ledger, Account Reconciliation
Education
San Francisco State University 1998 — 2000
BS, Finance and Banking in
College of Alameda 1995 — 1997
Howard Choy's AssetMark Experience January 2010 - Present
Job Experienced project & strategy leader delivering client service and operational solutions for asset management platforms
Industry Investment Management
Experience
AssetMark January 2010 - Present
Genworth Financial Wealth Management January 2006 - January 2010
AssetMark Investment Services, Inc. January 2002 - January 2006
Morgan Stanley January 2000 - January 2002
Skills
Wealth Management, Strategy, Investments, Asset Managment, Financial Services, Series 63, Process Improvement, Series 7, Salesforce.com, Mutual Funds, Project Management, Securities, Portfolio Management, Asset Management
Education
University of California, Irvine
B.A, Economics
AssetMark January 2010 - Present
Genworth Financial Wealth Management January 2006 - January 2010
AssetMark Investment Services, Inc. January 2002 - January 2006
Morgan Stanley January 2000 - January 2002
Skills
Wealth Management, Strategy, Investments, Asset Managment, Financial Services, Series 63, Process Improvement, Series 7, Salesforce.com, Mutual Funds, Project Management, Securities, Portfolio Management, Asset Management
Education
University of California, Irvine
B.A, Economics
Daniel Settle's AssetMark Experience June 2007 - March 2008
Job Recent Graduate, University of California, Berkeley
Industry Computer Software
Experience
Fuze April 2009 - November 2010
Fuze June 2008 - April 2009
AssetMark June 2007 - March 2008
Apple One Temporary Employment September 2005 - June 2007
IABC April 2003 - February 2005
IABC August 2001 - February 2005
IABC November 2000 - July 2001
Skills
Product Management, Product Marketing, Business Analysis, Team Management, Policy Analysis, Data Analysis, Microsoft Office, Team Leadership, Event Management, Strategic Planning, Strategic Communications, Management, Sales Management, Content Strategy, Mobile Applications
Education
University of California, Berkeley 2013 — 2015
Bachelor of Arts (B.A.), Political Economy
Fuze April 2009 - November 2010
Fuze June 2008 - April 2009
AssetMark June 2007 - March 2008
Apple One Temporary Employment September 2005 - June 2007
IABC April 2003 - February 2005
IABC August 2001 - February 2005
IABC November 2000 - July 2001
Skills
Product Management, Product Marketing, Business Analysis, Team Management, Policy Analysis, Data Analysis, Microsoft Office, Team Leadership, Event Management, Strategic Planning, Strategic Communications, Management, Sales Management, Content Strategy, Mobile Applications
Education
University of California, Berkeley 2013 — 2015
Bachelor of Arts (B.A.), Political Economy
Ryan Beavers's AssetMark Experience 2011 - Present
Job Senior Gold Relationship Manager at AssetMark
Industry Financial Services
Experience
AssetMark 2011 - Present
Genworth Financial February 2006 - October 2011
Farmers Insurance 2005 - 2006
CSAA Insurance Group 2003 - 2005
Education
University College Cork 2000 — 2001
N/A, Applied Psychology
University of California, Davis 1997 — 2000
Bachelor of Arts (BA), Psychology
AssetMark 2011 - Present
Genworth Financial February 2006 - October 2011
Farmers Insurance 2005 - 2006
CSAA Insurance Group 2003 - 2005
Education
University College Cork 2000 — 2001
N/A, Applied Psychology
University of California, Davis 1997 — 2000
Bachelor of Arts (BA), Psychology
Andrea Mullen's AssetMark Experience November 2005 - Present
Job Vice President, Reporting at AssetMark
Industry Financial Services
Experience
AssetMark November 2005 - Present
Education
University of California, Davis 1998 — 2002
Bachelor's degree, Business/Managerial Economics
AssetMark November 2005 - Present
Education
University of California, Davis 1998 — 2002
Bachelor's degree, Business/Managerial Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY