AssetMark, Inc.

Industry: Company

Description

Founded: 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

Employee
Years
Job
Industry
Nora (Busmane) Gillis Nora (Busmane) Gillis Greater New York City Area Details
Nora (Busmane) Gillis's AssetMark, Inc. Experience March 2013 - Present
Job Strategic Accounts Manager at AssetMark
Industry Financial Services
Experience
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

Krasucki, Joe Krasucki, Joe Greater Chicago Area Details
Krasucki, Joe's AssetMark, Inc. Experience October 2010 - Present
Job Senior Lead Sales Consultant at AssetMark
Industry Financial Services
Experience
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

Michael Abelson, CFA Michael Abelson, CFA San Francisco Bay Area Details
Michael Abelson, CFA's AssetMark, Inc. Experience March 1994 - Present
Job EVP Corporate Development | AssetMark, Inc.
Industry Investment Management
Experience
AssetMark, Inc.   March 1994 - Present

Education
USC Marshall School of Business   1995 — 1997
MBA

California State University-Fresno   1988 — 1992
Bachelors of Science, Psychology

Vickie Edwards Vickie Edwards Greater Boston Area Details
Vickie Edwards's AssetMark, Inc. Experience January 2001 - Present
Job VP, Director, Eastern Division Sales and Consulting at AssetMark, Inc.
Industry Financial Services
Experience
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

Rick Darr Rick Darr Greater Boston Area Details
Rick Darr's AssetMark, Inc. Experience November 2010 - October 2014
Job Retirement Sales Consultant at Beaumont Capital Management (BCM)
Industry Financial Services
Experience
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

G. Keith Girand G. Keith Girand Orlando, Florida Area Details
G. Keith Girand's AssetMark, Inc. Experience March 2008 - Present
Job Senior Consultant AssetMark, Inc.
Industry Investment Management
Experience
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

Stacey Judd Stacey Judd San Francisco Bay Area Details
Stacey Judd's AssetMark, Inc. Experience September 2013 - Present
Job Senior Relationship Manager at AssetMark, Inc.
Industry Financial Services
Experience
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

Adam Schwartz, CFP® Adam Schwartz, CFP® Greater Chicago Area Details
Adam Schwartz, CFP®'s AssetMark, Inc. Experience 2004 - Present
Job
Industry Investment Management
Experience
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

Nadine Lucas Nadine Lucas San Francisco Bay Area Details
Nadine Lucas's AssetMark, Inc. Experience August 2014 - Present
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

Jon Kidd Jon Kidd Clayton, California Details
Jon Kidd's AssetMark, Inc. Experience December 2008 - Present
Job IT Project Manager
Industry Financial Services
Experience
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

Jeffrey Joseph Jeffrey Joseph Greater Los Angeles Area Details
Jeffrey Joseph's AssetMark, Inc. Experience June 1998 - Present
Job Senior Vice President, Private Client Group at AssetMark
Industry Financial Services
Experience
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

Leonard DeLeon Leonard DeLeon Phoenix, Arizona Details
Leonard DeLeon's AssetMark, Inc. Experience 2013 - December 2014
Job Finance Associate
Industry Accounting
Experience
JPMorgan Chase & Co.   2015 - 2015
AssetMark, Inc.   2013 - December 2014

Education
Arizona State University

The American University of Rome

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