AssetMark, Inc.
Industry: Company
DescriptionFounded: 2008 Parent organization: Genworth Financial Subsidiaries: AssetMark Trust Company,
AssetMark, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at AssetMark, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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AssetMark, Inc. Employees
AssetMark, Inc. March 2013 - Present
AXA Equitable April 2011 - March 2013
AXA Equitable October 2010 - April 2011
AXA Equitable August 2007 - October 2010
Skills
Series 6, Series 63, Life & Health Insurance..., Bloomberg Terminal, Microsoft Office, Microsoft Excel, Relationship Management, Business Case..., Presentation Development, Investor Relations, Executive-level..., Finance, Series 7, Management, Business Development, Asset Management, Mutual Funds, Financial Modeling, Risk Management, Strategy
Education
College of Saint Elizabeth
BA, Finance, International Studies
AssetMark, Inc. October 2010 - Present
First Trust Portfolios January 2007 - October 2010
First Trust Portfolios February 2002 - January 2007
First Trust Portfolios January 2000 - February 2002
Skills
Sales Operations, Sales, Management, Investments, Marketing, Asset Allocation, Risk Management, Insurance, ETFs, Fixed Annuities, Financial Services, Investment Management, Salesforce.com, Series 63, Series 7, Strategic Planning, Mutual Funds, 401k, Separately Managed..., Series 6, Securities, Series 65, Asset Management, New Business Development
Education
Eastern Illinois University 1994 — 1998
Bachelor's, Marketing
AssetMark, Inc. March 1994 - Present
Education
USC Marshall School of Business 1995 — 1997
MBA
California State University-Fresno 1988 — 1992
Bachelors of Science, Psychology
Assetmark, Inc. January 2001 - Present
AssetMark Investment Services January 2001 - October 2007
FundQuest June 2000 - January 2001
Investment Advisory Network May 1995 - June 2000
Portfolio Management Consultants May 1992 - June 1995
Skills
Investment Consulting, Customer Relations, Practice Management, Sales Management, Public Speaking, Series 7, New Business Development, Series 65, Series 24, Wealth Management, Financial Advisory, Separately Managed..., Asset Allocation, Investment Strategies, Financial Services, Investment Management, Investments
Education
The Ohio State University 1986 — 1989
BA, English, Communications
Beaumont Capital Management (BCM) December 2014 - Present
AssetMark, Inc. November 2010 - October 2014
FundQuest September 2004 - November 2010
FundQuest June 2003 - September 2004
Guardian Investor Services Corp. May 2001 - June 2002
Sun Life Financial October 2000 - May 2001
Skills
Financial Advisory, Asset, Series 63, Mutual Funds, Series 6, Series 65, ETFs, Separately Managed..., Practice Management, Portfolio Management, Asset Allocation, Finance, Investments, Retirement Planning, 401k, Alternative Investments, Asset Management, FINRA, Financial Services, Fixed Annuities, Investment Advisory, IRAs, Investment Management, Relationship Management, Retirement, Investment Strategies, Strategic Financial..., Uniform Combined State..., Wealth Management, Securities
Education
Roger Williams University 1994 — 1998
B.S., Accounting
Boston College High School 1990 — 1994
College Prep
AssetMark, Inc. March 2008 - Present
Skills
Asset Management
Education
University of Cincinnati 1981 — 1989
Bachelor of Arts (B.A.) Communication Arts and B.A. Philosophy, Concentration in Propositional Logic/Formal Semantics
AssetMark, Inc. September 2013 - Present
Genworth Financial Wealth Management January 2001 - August 2013
Volpe, Brown, Whelan January 1993 - March 2000
Kidder Peabody June 1984 - January 1993
Skills
Financial Services, Customer Relations, Customer Experience, Wealth Management..., Mutual Funds, Stocks, ETFs, Asset Management, Asset Allocation, Team Leadership, Investments
Education
University of Michigan 1983 — 1987
AssetMark, Inc. 2004 - Present
John Hancock (Manulife) 2003 - 2004
AMIC Distribution Partners 2002 - 2003
Janus Capital Group 1999 - 2002
Bank One 1995 - 1999
Stein, Roe & Farnham 1993 - 1995
The MONY Group 1992 - 1993
Education
University of Illinois at Urbana-Champaign 1988 — 1991
BA, Political Science, Minors International and Middle East Studies
Tel Aviv University
Overseas Program
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. December 2008 - Present
Quantuvis Consulting December 2007 - November 2008
Luxfer Gas Cylinders January 2006 - November 2007
Skills
Project Management, Product Management, Practice Management, Web Applications, Software Development..., Demand Management, Supply Chain Management, Data Analysis, Microsoft Excel, Business Analysis, Reporting & Analysis, SDLC, Visio, Communication, SAP, Visual Studio, Agile & Waterfall..., Release Management, Budget Process, Management, Analysis, Vendor Management
Education
California State University-San Bernardino
Master of Business Administration (MBA), Business Administration and Management, General
AssetMark, Inc. June 1998 - Present
Skills
Seried 26, Series 6, Series 63, Series 65, Wealth Management, Leadership, Asset Management, Management, Customer Service, Portfolio Management, Mutual Funds, Investments, Financial Services, Asset Allocation
Education
California State University-Northridge 1991 — 1995
JPMorgan Chase & Co. 2015 - 2015
AssetMark, Inc. 2013 - December 2014
Education
Arizona State University
The American University of Rome