AssetMark Investment Services
Industry: Company
DescriptionFounded: 2008 Parent organization: Genworth Financial Subsidiaries: AssetMark Trust Company,
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AssetMark Investment Services Employees
Employee
Years
Job
Industry
Bryan B. Colton Bryan B. Colton's AssetMark Investment Services Experience August 2005 - January 2006
Job Regional Director | Wells Fargo Asset Management
Industry Investment Management
Experience
Wells Fargo July 2013 - Present
Wells Fargo Securities February 2006 - July 2013
AssetMark Investment Services August 2005 - January 2006
Morgan Stanley June 2004 - July 2005
Skills
Series 7, Investments, Securities, Fixed Income, Wealth Management, Mutual Funds, Equities, Series 63, Asset Allocation, Capital Markets, Bloomberg, Investment Strategies, Corporate Finance, Finance, Investment Advisory, Financial Services, Investment Management, FINRA, Cash Management, Treasury Management, Bonds
Education
The University of New Mexico 1997 — 2002
Bachelor of Business Administration (B.B.A.)
Sir Francis Drake High School 1993 — 1997
Wells Fargo July 2013 - Present
Wells Fargo Securities February 2006 - July 2013
AssetMark Investment Services August 2005 - January 2006
Morgan Stanley June 2004 - July 2005
Skills
Series 7, Investments, Securities, Fixed Income, Wealth Management, Mutual Funds, Equities, Series 63, Asset Allocation, Capital Markets, Bloomberg, Investment Strategies, Corporate Finance, Finance, Investment Advisory, Financial Services, Investment Management, FINRA, Cash Management, Treasury Management, Bonds
Education
The University of New Mexico 1997 — 2002
Bachelor of Business Administration (B.B.A.)
Sir Francis Drake High School 1993 — 1997
Michelle (Labat) Bakula Michelle (Labat) Bakula's AssetMark Investment Services Experience May 2005 - February 2006
Job VP of Finance, Club W
Industry Wine and Spirits
Experience
Club W June 2015 - Present
iFinance Consulting Group September 2013 - May 2015
CONEXUS (Talent Acquisition Solutions) 2012 - September 2013
Pilates Plus Santa Clarita July 2010 - January 2013
AssetMark Investment Services May 2005 - February 2006
Touchstone Television August 2004 - April 2005
Universal Music & Video Distribution November 2003 - August 2004
Laboratorio Vascular Clinico February 2001 - June 2003
BBVA Capital Markets of Puerto Rico, Inc. April 1998 - February 2001
Coopers & Lybrand, LLP September 1994 - August 1997
Skills
CPA - Inactive, Licensed Equity Trader..., Licensed Registered..., Fluent in Spanish, Pilates, Fitness Training, Finance, Financial Modeling, Cash Flow, Financial Reporting, Coaching, Recruiting, Forecasting, Investments, Budgets, Internal Controls, Analysis, Auditing, Accounting, Accounts Receivable, Management
Education
California Polytechnic State University-San Luis Obispo
BS, Accounting and Finance
foothill high school
Club W June 2015 - Present
iFinance Consulting Group September 2013 - May 2015
CONEXUS (Talent Acquisition Solutions) 2012 - September 2013
Pilates Plus Santa Clarita July 2010 - January 2013
AssetMark Investment Services May 2005 - February 2006
Touchstone Television August 2004 - April 2005
Universal Music & Video Distribution November 2003 - August 2004
Laboratorio Vascular Clinico February 2001 - June 2003
BBVA Capital Markets of Puerto Rico, Inc. April 1998 - February 2001
Coopers & Lybrand, LLP September 1994 - August 1997
Skills
CPA - Inactive, Licensed Equity Trader..., Licensed Registered..., Fluent in Spanish, Pilates, Fitness Training, Finance, Financial Modeling, Cash Flow, Financial Reporting, Coaching, Recruiting, Forecasting, Investments, Budgets, Internal Controls, Analysis, Auditing, Accounting, Accounts Receivable, Management
Education
California Polytechnic State University-San Luis Obispo
BS, Accounting and Finance
foothill high school
Melissa Wedel, CFA Melissa Wedel, CFA's AssetMark Investment Services Experience July 2002 - October 2002
Job Research Associate at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan October 2012 - Present
Litman Gregory Asset Management September 2006 - September 2012
Litman/Gregory January 2006 - January 2007
Litman/Gregory October 2002 - December 2005
AssetMark Investment Services July 2002 - October 2002
Skills
Asset Allocation, Mutual Funds, Investment Advisory, Investments, Portfolio Management, Asset Managment, Bloomberg, Alternative Investments, Equity Research, Valuation, Asset Management, Investment Management, Wealth Management, Equities, Hedge Funds
Education
University of Miami
B.B.A., Economics
J.P. Morgan October 2012 - Present
Litman Gregory Asset Management September 2006 - September 2012
Litman/Gregory January 2006 - January 2007
Litman/Gregory October 2002 - December 2005
AssetMark Investment Services July 2002 - October 2002
Skills
Asset Allocation, Mutual Funds, Investment Advisory, Investments, Portfolio Management, Asset Managment, Bloomberg, Alternative Investments, Equity Research, Valuation, Asset Management, Investment Management, Wealth Management, Equities, Hedge Funds
Education
University of Miami
B.B.A., Economics
Hillary (Virgil) Williams Hillary (Virgil) Williams's AssetMark Investment Services Experience 2006 - 2007
Job at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group September 2009 - Present
Principal Financial Group December 2008 - September 2009
The Standard September 2007 - December 2008
AssetMark Investment Services 2006 - 2007
AssetMark Investment Services 2006 - 2006
Hemming Morse, Inc. 2005 - 2006
Skills
Disability Insurance, Term Life Insurance, Supplemental Insurance, Insurance Administration, Short Term Disability, Disability, Dental, Salesforce.com, Employee Benefits, Sales Support, Customer Relations, Insurance
Education
California State University-Chico 2000 — 2004
BA, Organizational Communication, Conflict Resolution Minor
Lincoln Financial Group September 2009 - Present
Principal Financial Group December 2008 - September 2009
The Standard September 2007 - December 2008
AssetMark Investment Services 2006 - 2007
AssetMark Investment Services 2006 - 2006
Hemming Morse, Inc. 2005 - 2006
Skills
Disability Insurance, Term Life Insurance, Supplemental Insurance, Insurance Administration, Short Term Disability, Disability, Dental, Salesforce.com, Employee Benefits, Sales Support, Customer Relations, Insurance
Education
California State University-Chico 2000 — 2004
BA, Organizational Communication, Conflict Resolution Minor
Erik Blankmeyer Erik Blankmeyer's AssetMark Investment Services Experience 2006 - 2008
Job I am an innovator and trusted friend. I lead my clients to a better experience and lifestyle.
Industry Financial Services
Experience
TD Ameritrade May 2008 - Present
AssetMark Investment Services 2006 - 2008
1st Global 2002 - 2005
Salomon Brothers 1998 - 2002
Merrill Lynch 1994 - 1998
Skills
Investments, Financial Services, Business Development, Finance, Institutional Sales, Strategic Planning, Enterprise Software, Series 7, Series 63, Mutual Funds, Wealth Management, Asset Allocation, Consulting, Consultative Sales..., Project Management, Sales Management, Salesforce.com, Investment Management, Investment Advisory
Education
Brigham Young University 1992 — 1994
B.S., Economics
TD Ameritrade May 2008 - Present
AssetMark Investment Services 2006 - 2008
1st Global 2002 - 2005
Salomon Brothers 1998 - 2002
Merrill Lynch 1994 - 1998
Skills
Investments, Financial Services, Business Development, Finance, Institutional Sales, Strategic Planning, Enterprise Software, Series 7, Series 63, Mutual Funds, Wealth Management, Asset Allocation, Consulting, Consultative Sales..., Project Management, Sales Management, Salesforce.com, Investment Management, Investment Advisory
Education
Brigham Young University 1992 — 1994
B.S., Economics
Tom W McCarthy Tom W McCarthy's AssetMark Investment Services Experience March 2001 - October 2006
Job SVP Sales & Consulting AssetMark
Industry Financial Services
Experience
AssetMark November 2013 - Present
Genworth Financial Wealth Management January 2011 - November 2013
Genworth Financial October 2006 - April 2011
AssetMark Investment Services March 2001 - October 2006
State of Missouri December 1999 - December 2000
Skills
Consulting, Finance, Investments, Sales, Financial Services, Management, Leadership, Strategy, CRM, Portfolio Management, Business Development
Education
Northwestern University - Kellogg School of Management 2003 — 2006
MBA, Marketing & Strategy
University of Kansas 1995 — 2000
BS, Business
London School of Economics and Political Science 1998 — 1998
Certification, Finance
AssetMark November 2013 - Present
Genworth Financial Wealth Management January 2011 - November 2013
Genworth Financial October 2006 - April 2011
AssetMark Investment Services March 2001 - October 2006
State of Missouri December 1999 - December 2000
Skills
Consulting, Finance, Investments, Sales, Financial Services, Management, Leadership, Strategy, CRM, Portfolio Management, Business Development
Education
Northwestern University - Kellogg School of Management 2003 — 2006
MBA, Marketing & Strategy
University of Kansas 1995 — 2000
BS, Business
London School of Economics and Political Science 1998 — 1998
Certification, Finance
Bryan Kerwin Bryan Kerwin's AssetMark Investment Services Experience September 2001 - June 2006
Job Sr. Systems Engineer at Document Fulfillment Services
Industry Computer Networking
Experience
Document Fulfillment Services March 2011 - Present
Amcom Technology July 2006 - July 2011
AssetMark Investment Services September 2001 - June 2006
VerticalNet 2000 - 2001
Nextera 1999 - 2000
Skills
Windows Server, Active Directory, VMware, Data Center, Virtualization, Disaster Recovery, Networking, Microsoft SQL Server, Network Administration, Cisco Technologies, System Administration, Linux System..., IDS, IPS, Network Security, CEH, DNS, IIS, MySQL, Microsoft Exchange
Education
SANS.org 2010 — 2010
GSEC, Info Security
California State University-Chico 1997 — 1998
Communications
Document Fulfillment Services March 2011 - Present
Amcom Technology July 2006 - July 2011
AssetMark Investment Services September 2001 - June 2006
VerticalNet 2000 - 2001
Nextera 1999 - 2000
Skills
Windows Server, Active Directory, VMware, Data Center, Virtualization, Disaster Recovery, Networking, Microsoft SQL Server, Network Administration, Cisco Technologies, System Administration, Linux System..., IDS, IPS, Network Security, CEH, DNS, IIS, MySQL, Microsoft Exchange
Education
SANS.org 2010 — 2010
GSEC, Info Security
California State University-Chico 1997 — 1998
Communications
Vickie Edwards Vickie Edwards's AssetMark Investment Services Experience January 2001 - October 2007
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
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
Derek Fisher Derek Fisher's AssetMark Investment Services Experience July 2000 - July 2002
Job Senior Buyer at CB&I
Industry Oil & Energy
Experience
CB&I April 2015 - Present
SilverFern MLW October 2013 - April 2015
Metropolitan LifeWorks, Inc. December 2011 - October 2013
LaSalle University September 2005 - May 2007
ESEI May 2004 - May 2007
BBS August 2005 - April 2007
Zacks Investment Research August 2002 - November 2004
AssetMark Investment Services July 2000 - July 2002
PaineWebber May 1996 - May 2000
Lew Lieberbaum 1994 - 1999
Skills
Public Speaking, Direct Marketing, Direct Sales, Training & Development, Staff Training, Interviewing, Interview Coaching, Management Consulting, Sales Management, Account Management, Risk Management, Financial Analysis, Financial Planning, Financial Management, Financial Markets, Quantitative Analysis, Asset Allocation, Asset Management, University Teaching, Teaching/mentoring, International Business, Equity Derivatives, Equity Research, Business Planning, Strategic Planning, Budgeting, Team Leadership, Leadership Development, Organizational..., Situational Leadership, Team Building, Team Management, Managing High..., Market Research, Marketing Research, Presentation Coaching, Asset Managment, Mergers & Acquisitions, Marketing, Quantitative Analytics, Management, Marketing Strategy, Finance, Investments, Interviews, Strategic Financial...
Education
Palm Beach Atlantic University 1994 — 1996
Education, Economics
Kutztown University of Pennsylvania 1992 — 1993
Political Science
CB&I April 2015 - Present
SilverFern MLW October 2013 - April 2015
Metropolitan LifeWorks, Inc. December 2011 - October 2013
LaSalle University September 2005 - May 2007
ESEI May 2004 - May 2007
BBS August 2005 - April 2007
Zacks Investment Research August 2002 - November 2004
AssetMark Investment Services July 2000 - July 2002
PaineWebber May 1996 - May 2000
Lew Lieberbaum 1994 - 1999
Skills
Public Speaking, Direct Marketing, Direct Sales, Training & Development, Staff Training, Interviewing, Interview Coaching, Management Consulting, Sales Management, Account Management, Risk Management, Financial Analysis, Financial Planning, Financial Management, Financial Markets, Quantitative Analysis, Asset Allocation, Asset Management, University Teaching, Teaching/mentoring, International Business, Equity Derivatives, Equity Research, Business Planning, Strategic Planning, Budgeting, Team Leadership, Leadership Development, Organizational..., Situational Leadership, Team Building, Team Management, Managing High..., Market Research, Marketing Research, Presentation Coaching, Asset Managment, Mergers & Acquisitions, Marketing, Quantitative Analytics, Management, Marketing Strategy, Finance, Investments, Interviews, Strategic Financial...
Education
Palm Beach Atlantic University 1994 — 1996
Education, Economics
Kutztown University of Pennsylvania 1992 — 1993
Political Science
Stephanie Petrik Stephanie Petrik's AssetMark Investment Services Experience 2004 - 2005
Job at PS Construction Group
Industry Construction
Experience
PS Construction Group February 2011 - Present
GMP Friction Products January 2010 - February 2011
PS Construction Group 2007 - 2010
KRP Construction 2006 - 2007
NBD International Inc 2005 - 2006
AssetMark Investment Services 2004 - 2005
Lincoln Financial Group 1999 - 2004
Fort Wayne National Corporation 1990 - 1995
Education
Indiana University—Purdue University Fort Wayne
Bachelors, Business Management
PS Construction Group February 2011 - Present
GMP Friction Products January 2010 - February 2011
PS Construction Group 2007 - 2010
KRP Construction 2006 - 2007
NBD International Inc 2005 - 2006
AssetMark Investment Services 2004 - 2005
Lincoln Financial Group 1999 - 2004
Fort Wayne National Corporation 1990 - 1995
Education
Indiana University—Purdue University Fort Wayne
Bachelors, Business Management
Diana Olivera's AssetMark Investment Services Experience 2004 - 2008
Job Executive Assistant at Vantage Oleochemicals
Industry Chemicals
Experience
Vantage Oleochemicals February 2012 - Present
WestLake Financial Group, Inc. January 2009 - October 2010
Tempro Staffing May 2008 - November 2008
AssetMark Investment Services 2004 - 2008
Woodfield NIssan August 2001 - August 2004
NACM Business Credit Services October 2002 - June 2004
Connector Service Corporation October 2001 - September 2002
Skills
Administration, Spanish, Excel, Coordination, Customer Relations, Word, Microsoft Office, Outlook, Event Planning, PowerPoint, Event Management, Problem Solving, Research, Scheduling, Teamwork, Social Media, Office Management, Data Entry, Administrative Support, Salesforce.com, Conferences, Time Management, Spreadsheets, Telephone Skills, Planning, Administrative..., Customer Service, Microsoft Excel, Administrative...
Education
Harper College 2003 — 2010
n/a, business management, communications
Vantage Oleochemicals February 2012 - Present
WestLake Financial Group, Inc. January 2009 - October 2010
Tempro Staffing May 2008 - November 2008
AssetMark Investment Services 2004 - 2008
Woodfield NIssan August 2001 - August 2004
NACM Business Credit Services October 2002 - June 2004
Connector Service Corporation October 2001 - September 2002
Skills
Administration, Spanish, Excel, Coordination, Customer Relations, Word, Microsoft Office, Outlook, Event Planning, PowerPoint, Event Management, Problem Solving, Research, Scheduling, Teamwork, Social Media, Office Management, Data Entry, Administrative Support, Salesforce.com, Conferences, Time Management, Spreadsheets, Telephone Skills, Planning, Administrative..., Customer Service, Microsoft Excel, Administrative...
Education
Harper College 2003 — 2010
n/a, business management, communications
Dilraj Davis's AssetMark Investment Services Experience February 2006 - April 2007
Job Sr. Lead Customer Support Specialist O&M NRG Home Solar
Industry Renewables & Environment
Experience
NRG Home Solar June 2015 - Present
NRG Home Solar October 2014 - Present
NRG Energy May 2013 - October 2014
WineShipping February 2012 - February 2013
SPG Solar March 2008 - November 2011
Sprint/Nextel Communications April 2007 - March 2008
AssetMark Investment Services February 2006 - April 2007
Sprint Nextel May 2004 - February 2006
American General Finance June 2002 - September 2003
Providian Financial August 1998 - May 2002
Skills
Administration, Customer Service, Customer Relations, Excel, PowerPoint, Word, Microsoft Office, Outlook, Problem Solving, Team Building, Telecommunications, Process Improvement, Salesforce.com, Call Center, Research, Account Management, Operations Management, Troubleshooting, Event Planning, Customer Satisfaction, Windows, Business Development, Contract Management, Leadership, Management, Microsoft Excel, Project Management, Sales, Solar Energy, Training
Education
Napa Valley College
Solano Community College
NRG Home Solar June 2015 - Present
NRG Home Solar October 2014 - Present
NRG Energy May 2013 - October 2014
WineShipping February 2012 - February 2013
SPG Solar March 2008 - November 2011
Sprint/Nextel Communications April 2007 - March 2008
AssetMark Investment Services February 2006 - April 2007
Sprint Nextel May 2004 - February 2006
American General Finance June 2002 - September 2003
Providian Financial August 1998 - May 2002
Skills
Administration, Customer Service, Customer Relations, Excel, PowerPoint, Word, Microsoft Office, Outlook, Problem Solving, Team Building, Telecommunications, Process Improvement, Salesforce.com, Call Center, Research, Account Management, Operations Management, Troubleshooting, Event Planning, Customer Satisfaction, Windows, Business Development, Contract Management, Leadership, Management, Microsoft Excel, Project Management, Sales, Solar Energy, Training
Education
Napa Valley College
Solano Community College
Kim Yuers's AssetMark Investment Services Experience 1998 - 1999
Job Office Manager at HC Financial Advisors, Inc.
Industry Financial Services
Experience
BALANCE October 2008 - October 2014
ZipRealty February 2005 - April 2007
Safeway Inc. 2000 - 2004
Trueline Systems 1999 - 2000
AssetMark Investment Services 1998 - 1999
GMAC 1994 - 1998
Education
Acalanes
University of California, Santa Barbara
Bachelor's Degree
BALANCE October 2008 - October 2014
ZipRealty February 2005 - April 2007
Safeway Inc. 2000 - 2004
Trueline Systems 1999 - 2000
AssetMark Investment Services 1998 - 1999
GMAC 1994 - 1998
Education
Acalanes
University of California, Santa Barbara
Bachelor's Degree
Scott Grayson Scott Grayson's AssetMark Investment Services Experience April 2001 - November 2002
Job
Industry Financial Services
Experience
Scott E. Grayson, CFP® December 2013 - Present
Seeking a new career opportunity August 2013 - Present
Adhesion Wealth Advisor Solutions December 2011 - July 2013
Churchill Management Group March 2009 - November 2010
Placemark Investments December 2002 - November 2008
AssetMark Investment Services April 2001 - November 2002
National Planning Holdings, Inc. 2000 - 2001
H.D. Vest Financial Services 1991 - 2000
Skills
Investment Advisory..., Separately Managed..., Asset Managment, UMAs, Mutual Funds, Portfolio Management, Asset Allocation, Wealth Management, Securities, Alternative Investments, ETFs, Series 7, Series 63, Asset Management, Financial Services, Investment Strategies, Investment Advisory, Financial Advisory, Investments, Investment Management, Relationship Management
Education
The University of Texas at Austin - The Red McCombs School of Business 1986 — 1989
MPA
University of North Texas 1984 — 1986
Bachelor of Business Administration
Pampa High School
Scott E. Grayson, CFP® December 2013 - Present
Seeking a new career opportunity August 2013 - Present
Adhesion Wealth Advisor Solutions December 2011 - July 2013
Churchill Management Group March 2009 - November 2010
Placemark Investments December 2002 - November 2008
AssetMark Investment Services April 2001 - November 2002
National Planning Holdings, Inc. 2000 - 2001
H.D. Vest Financial Services 1991 - 2000
Skills
Investment Advisory..., Separately Managed..., Asset Managment, UMAs, Mutual Funds, Portfolio Management, Asset Allocation, Wealth Management, Securities, Alternative Investments, ETFs, Series 7, Series 63, Asset Management, Financial Services, Investment Strategies, Investment Advisory, Financial Advisory, Investments, Investment Management, Relationship Management
Education
The University of Texas at Austin - The Red McCombs School of Business 1986 — 1989
MPA
University of North Texas 1984 — 1986
Bachelor of Business Administration
Pampa High School
Colleen Koehler's AssetMark Investment Services Experience October 2005 - May 2008
Job Project Manager at Envestnet, Inc
Industry Investment Management
Experience
Envestnet, Inc April 2015 - Present
Genworth Financial Wealth Management 2008 - November 2011
AssetMark Investment Services October 2005 - May 2008
State Farm Insurance Companies October 2002 - April 2005
DWS Investments July 2000 - July 2002
Skills
Leadership, Training, Mutual Funds, Email Marketing, Strategy, Process Improvement, Team Leadership, Investments, Management, Marketing, Salesforce.com, Wealth Management, Project Management, Analysis, Finance, Business Planning, Insurance, Sales
Education
University of Chicago Graduate School of Business
Project Management & Strategy Certification, Project Management
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
Bachelor of Science (B.S.), Finance, General
Envestnet, Inc April 2015 - Present
Genworth Financial Wealth Management 2008 - November 2011
AssetMark Investment Services October 2005 - May 2008
State Farm Insurance Companies October 2002 - April 2005
DWS Investments July 2000 - July 2002
Skills
Leadership, Training, Mutual Funds, Email Marketing, Strategy, Process Improvement, Team Leadership, Investments, Management, Marketing, Salesforce.com, Wealth Management, Project Management, Analysis, Finance, Business Planning, Insurance, Sales
Education
University of Chicago Graduate School of Business
Project Management & Strategy Certification, Project Management
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
Bachelor of Science (B.S.), Finance, General
Dave Schuman's AssetMark Investment Services Experience August 2005 - June 2007
Job CTO & CoFounder at Raise.me
Industry Information Technology and Services
Experience
Raise.me April 2013 - Present
Guess Your Songs, LLC August 2011 - April 2013
ThoughtMatrix August 2007 - April 2013
Daveworld, Inc. September 1999 - April 2013
Precision Media November 2012 - January 2013
United Music League April 2012 - January 2013
iHound Software, LLC August 2007 - December 2010
AssetMark Investment Services August 2005 - June 2007
Pure Digital Technologies January 2005 - September 2005
Ameriquest Mortgage June 2004 - January 2005
Skills
Data Mining, Agile Methodologies, Mobile Applications, User Experience, Ruby, User Interface Design, Ruby on Rails, Product Management, Mobile Devices, Java, JavaScript, .NET, iOS, Objective-C, Android, Windows 8, C#, WebOS, Mobile Game Development, System Architecture, Amazon Web Services..., Cocos2d, C++, C, PHP, Windows Phone, Scrum, Software Development, E-commerce, Information Architecture, Cloud Computing, MySQL, Web Development
Education
Princeton University 1991 — 1995
Marlboro High School
Raise.me April 2013 - Present
Guess Your Songs, LLC August 2011 - April 2013
ThoughtMatrix August 2007 - April 2013
Daveworld, Inc. September 1999 - April 2013
Precision Media November 2012 - January 2013
United Music League April 2012 - January 2013
iHound Software, LLC August 2007 - December 2010
AssetMark Investment Services August 2005 - June 2007
Pure Digital Technologies January 2005 - September 2005
Ameriquest Mortgage June 2004 - January 2005
Skills
Data Mining, Agile Methodologies, Mobile Applications, User Experience, Ruby, User Interface Design, Ruby on Rails, Product Management, Mobile Devices, Java, JavaScript, .NET, iOS, Objective-C, Android, Windows 8, C#, WebOS, Mobile Game Development, System Architecture, Amazon Web Services..., Cocos2d, C++, C, PHP, Windows Phone, Scrum, Software Development, E-commerce, Information Architecture, Cloud Computing, MySQL, Web Development
Education
Princeton University 1991 — 1995
Marlboro High School
Mike Waldridge, ChFC's AssetMark Investment Services Experience 2005 - 2008
Job Chartered Financial Consultant
Industry Financial Services
Experience
ARGI Financial Group January 2008 - Present
AssetMark Investment Services 2005 - 2008
AEGON / Transamerica January 1998 - May 2005
SEI 2001 - 2002
Skills
Mutual Funds, Separately Managed..., Investments, Investment Advisory, Financial Advisory, Strategy, Small Business, Fixed Annuities
Education
University of Louisville 1989 — 1991
BSBA, Finance
Holy Cross High School 1982 — 1986
Diploma
ARGI Financial Group January 2008 - Present
AssetMark Investment Services 2005 - 2008
AEGON / Transamerica January 1998 - May 2005
SEI 2001 - 2002
Skills
Mutual Funds, Separately Managed..., Investments, Investment Advisory, Financial Advisory, Strategy, Small Business, Fixed Annuities
Education
University of Louisville 1989 — 1991
BSBA, Finance
Holy Cross High School 1982 — 1986
Diploma
Jim DeFalco Jim DeFalco's AssetMark Investment Services Experience January 2005 - April 2010
Job NPC Vice President of Advisory
Industry Financial Services
Experience
National Planning Corporation (NPC) June 2012 - Present
Strategic Capital Alternatives May 2010 - June 2012
Genworth Financial Wealth Management October 2008 - April 2010
AssetMark Investment Services January 2005 - April 2010
Nationwide Financial March 2003 - December 2004
Strong Funds November 2000 - September 2002
ING Funds September 1998 - November 2000
Princeton Securities Corp. February 1995 - September 1998
Skills
Sales, Mutual Funds, Investments, Retirement Planning, Strategic Financial..., Series 7, Financial Services, Finance, Wealth Management, Asset Allocation, Business Development, Financial Advisory
Education
Mansfield University of Pennsylvania 1990 — 1994
B.S., Business
National Planning Corporation (NPC) June 2012 - Present
Strategic Capital Alternatives May 2010 - June 2012
Genworth Financial Wealth Management October 2008 - April 2010
AssetMark Investment Services January 2005 - April 2010
Nationwide Financial March 2003 - December 2004
Strong Funds November 2000 - September 2002
ING Funds September 1998 - November 2000
Princeton Securities Corp. February 1995 - September 1998
Skills
Sales, Mutual Funds, Investments, Retirement Planning, Strategic Financial..., Series 7, Financial Services, Finance, Wealth Management, Asset Allocation, Business Development, Financial Advisory
Education
Mansfield University of Pennsylvania 1990 — 1994
B.S., Business
Joshua Glazer's AssetMark Investment Services Experience August 2002 - May 2004
Job Regional Sales Manager at Beaumont Capital Management (BCM)
Industry Investment Management
Experience
Beaumont Capital Management (BCM) October 2012 - Present
Envestnet June 2004 - October 2012
AssetMark Investment Services August 2002 - May 2004
Scudder Investments April 2000 - August 2002
Skills
Mutual Funds, ETFs, Separately Managed..., Investments, Registered Investment..., Asset Allocation, Asset Management, New Business Development, Consultative Selling, Relationship Management, Series 7, Series 65, Series 6, Series 63, Retirement Planning, Investment Strategies, Wealth Management, Securities, 401k, Wholesaling, Equities, Fixed Income, Alternative Investments, Wrap Accounts, Portfolio Management, Investment Advisory, Capital Markets, Uniform Combined State..., Financial Advisory, FINRA, Retirement
Education
University of Hartford 1994 — 1998
Bachelor of Arts, Communications
Highland Park High School 1990 — 1994
Beaumont Capital Management (BCM) October 2012 - Present
Envestnet June 2004 - October 2012
AssetMark Investment Services August 2002 - May 2004
Scudder Investments April 2000 - August 2002
Skills
Mutual Funds, ETFs, Separately Managed..., Investments, Registered Investment..., Asset Allocation, Asset Management, New Business Development, Consultative Selling, Relationship Management, Series 7, Series 65, Series 6, Series 63, Retirement Planning, Investment Strategies, Wealth Management, Securities, 401k, Wholesaling, Equities, Fixed Income, Alternative Investments, Wrap Accounts, Portfolio Management, Investment Advisory, Capital Markets, Uniform Combined State..., Financial Advisory, FINRA, Retirement
Education
University of Hartford 1994 — 1998
Bachelor of Arts, Communications
Highland Park High School 1990 — 1994
Keyon Johnson's AssetMark Investment Services Experience September 2006 - March 2007
Job Owner, ON KEY Public Relations
Industry Public Relations and Communications
Experience
Nelson's Staffing October 2005 - Present
KEY PUBLIC RELATIONS February 2005 - Present
ON KEY Public Relations January 2005 - Present
Alta Bates Medical Center February 2008 - July 2008
AssetMark Investment Services September 2006 - March 2007
Florida Panthers June 2006 - December 2006
San Francisco 49ers 2004 - 2005
San Francisco 49ers 2003 - 2005
National Football League 2001 - 2005
San Francisco 49ers June 2003 - May 2004
Education
Grambling State University 1997 — 2001
Grambling State University
Master of Science, Education/Administration
Grambling State University
Bachelor of Arts, Mass Communication; PR
Nelson's Staffing October 2005 - Present
KEY PUBLIC RELATIONS February 2005 - Present
ON KEY Public Relations January 2005 - Present
Alta Bates Medical Center February 2008 - July 2008
AssetMark Investment Services September 2006 - March 2007
Florida Panthers June 2006 - December 2006
San Francisco 49ers 2004 - 2005
San Francisco 49ers 2003 - 2005
National Football League 2001 - 2005
San Francisco 49ers June 2003 - May 2004
Education
Grambling State University 1997 — 2001
Grambling State University
Master of Science, Education/Administration
Grambling State University
Bachelor of Arts, Mass Communication; PR
Michael Sakraida Michael Sakraida's AssetMark Investment Services Experience June 2005 - April 2007
Job Founder of FAN (Financial Advisor Network) & Consultant
Industry Financial Services
Experience
Financial Advisor Connection July 2014 - Present
Financial Advisor Network (FAN) February 2008 - Present
Coastal Associates, LLC May 2007 - Present
AssetMark Investment Services June 2005 - April 2007
MetLife 1998 - 1999
Portfolio Managment Consultants 1997 - 1998
Weiss, Peck & Greer 1986 - 1997
Drexel Burnham Lambert 1986 - 1986
Dreyfus 1981 - 1985
Skills
Sales Management, Marketing Management, Management Consulting, New Business Development, Key Account Management, Marketing Strategy, Sales Recruitment, Start-ups, Management, Financial Advisory, Social Media, Investments, Leadership, Strategic Partnerships, Strategic Planning, Entrepreneurship, Portfolio Management, Coaching, Marketing, Mergers & Acquisitions, Asset Management, Training, Financial Analysis, Budgets, Mutual Funds, Sales, Finance, Strategy, Business Planning, Strategic Financial..., Financial Services, Investment Management, Risk Management, Product Management, Wealth Management, Insurance, Series 7, Equities, Executive Management, Retirement Planning
Education
State University of New York College at Oneonta 1978 — 1981
BA, Business/Economics & American History
Financial Advisor Connection July 2014 - Present
Financial Advisor Network (FAN) February 2008 - Present
Coastal Associates, LLC May 2007 - Present
AssetMark Investment Services June 2005 - April 2007
MetLife 1998 - 1999
Portfolio Managment Consultants 1997 - 1998
Weiss, Peck & Greer 1986 - 1997
Drexel Burnham Lambert 1986 - 1986
Dreyfus 1981 - 1985
Skills
Sales Management, Marketing Management, Management Consulting, New Business Development, Key Account Management, Marketing Strategy, Sales Recruitment, Start-ups, Management, Financial Advisory, Social Media, Investments, Leadership, Strategic Partnerships, Strategic Planning, Entrepreneurship, Portfolio Management, Coaching, Marketing, Mergers & Acquisitions, Asset Management, Training, Financial Analysis, Budgets, Mutual Funds, Sales, Finance, Strategy, Business Planning, Strategic Financial..., Financial Services, Investment Management, Risk Management, Product Management, Wealth Management, Insurance, Series 7, Equities, Executive Management, Retirement Planning
Education
State University of New York College at Oneonta 1978 — 1981
BA, Business/Economics & American History
David Ambrico's AssetMark Investment Services Experience 2002 - 2008
Job Experienced Financial Services Professional. Technology and Practice Management Consultant
Industry Financial Services
Experience
Symmetry Partners June 2014 - Present
eMoney Advisor January 2012 - May 2014
StockDog Consulting 2005 - 2012
Curian Capital 2008 - 2009
AssetMark Investment Services 2002 - 2008
The Ambrico Group 1992 - 2002
Skills
Practice Management, Series 65, Series 7, Series 63, Asset Allocation, Wealth Management, Investment Advisory, Mutual Funds, Financial Advisory, Retirement Planning, Securities, Investments, Strategic Financial..., Retirement, Investment Strategies, Strategy, Asset Management, Finance, New Business Development, Uniform Combined State..., Variable Annuities, ETFs, FINRA, Financial Services, Business Conversions, Advisory Training, Business Development, Management Consulting, Asset Managment, Separately Managed..., Wealth Management..., Portfolio Management, Investment Management, Alternative Investments, Wealth, CRM, Relationship Management, 401k, Business Strategy, Personal Financial..., Retirement Plan..., Stocks, Financial Planners, Insurance, Estate Planning, IRAs, Financial Planning
Education
Texas A&M University-Commerce 2013 — 2015
Bachelor of Applied Science (BASc), Organizational Leadership
Southern Methodist University - Cox School of Business
Business
Symmetry Partners June 2014 - Present
eMoney Advisor January 2012 - May 2014
StockDog Consulting 2005 - 2012
Curian Capital 2008 - 2009
AssetMark Investment Services 2002 - 2008
The Ambrico Group 1992 - 2002
Skills
Practice Management, Series 65, Series 7, Series 63, Asset Allocation, Wealth Management, Investment Advisory, Mutual Funds, Financial Advisory, Retirement Planning, Securities, Investments, Strategic Financial..., Retirement, Investment Strategies, Strategy, Asset Management, Finance, New Business Development, Uniform Combined State..., Variable Annuities, ETFs, FINRA, Financial Services, Business Conversions, Advisory Training, Business Development, Management Consulting, Asset Managment, Separately Managed..., Wealth Management..., Portfolio Management, Investment Management, Alternative Investments, Wealth, CRM, Relationship Management, 401k, Business Strategy, Personal Financial..., Retirement Plan..., Stocks, Financial Planners, Insurance, Estate Planning, IRAs, Financial Planning
Education
Texas A&M University-Commerce 2013 — 2015
Bachelor of Applied Science (BASc), Organizational Leadership
Southern Methodist University - Cox School of Business
Business
Brendan Simon's AssetMark Investment Services Experience October 2006 - September 2007
Job Account Executive at Salesforce
Industry Computer Software
Experience
Salesforce September 2015 - Present
Salesforce February 2014 - August 2015
Salesforce January 2012 - January 2014
HighMark Capital Management July 2009 - August 2011
Kensington Investment Group November 2007 - November 2008
AssetMark Investment Services October 2006 - September 2007
WM Financial Services July 2005 - September 2006
Skills
CRM, Investments, Mutual Funds, Salesforce.com, Asset Management, Business Development, SaaS, Securities, Capital Markets, Sales, Equities, Asset Allocation, Management, Wealth Management, Financial Services, Fixed Income, Strategy, Hedge Funds
Education
University of California, Santa Barbara 1999 — 2003
Bachelor's degree, Business Economics; Minor in Sports Management
Salesforce September 2015 - Present
Salesforce February 2014 - August 2015
Salesforce January 2012 - January 2014
HighMark Capital Management July 2009 - August 2011
Kensington Investment Group November 2007 - November 2008
AssetMark Investment Services October 2006 - September 2007
WM Financial Services July 2005 - September 2006
Skills
CRM, Investments, Mutual Funds, Salesforce.com, Asset Management, Business Development, SaaS, Securities, Capital Markets, Sales, Equities, Asset Allocation, Management, Wealth Management, Financial Services, Fixed Income, Strategy, Hedge Funds
Education
University of California, Santa Barbara 1999 — 2003
Bachelor's degree, Business Economics; Minor in Sports Management
Osgood David's AssetMark Investment Services Experience 1996 - 2002
Job Senior Vice President, Private Client Advisor at U.S. Trust
Industry Financial Services
Experience
U.S. Trust March 2013 - Present
J.P. Morgan December 2010 - March 2013
BNY Mellon October 2008 - December 2010
Seacoast National Bank 2003 - 2008
AssetMark Investment Services 1996 - 2002
Synovus Trust Company 1995 - 1996
First Union Capital Management Group 1991 - 1996
Smith Barney, Harris Upham & Company, Inc. 1986 - 1991
Skills
Wealth Management, Private Banking, Portfolio Management, Alternative Investments, Registered Investment..., Management, Investment Strategies
Education
University of North Carolina at Chapel Hill 1982 — 1986
BA, Economics / Finance
U.S. Trust March 2013 - Present
J.P. Morgan December 2010 - March 2013
BNY Mellon October 2008 - December 2010
Seacoast National Bank 2003 - 2008
AssetMark Investment Services 1996 - 2002
Synovus Trust Company 1995 - 1996
First Union Capital Management Group 1991 - 1996
Smith Barney, Harris Upham & Company, Inc. 1986 - 1991
Skills
Wealth Management, Private Banking, Portfolio Management, Alternative Investments, Registered Investment..., Management, Investment Strategies
Education
University of North Carolina at Chapel Hill 1982 — 1986
BA, Economics / Finance
Ken Bakar's AssetMark Investment Services Experience 2004 - 2008
Job Marketing Principal at CEG Worldwide
Industry Financial Services
Experience
CEG Worldwide April 2009 - Present
Genworth Financial Wealth Management 2004 - 2008
AssetMark Investment Services 2004 - 2008
Charles Schwab 1999 - 2004
GT Global 1997 - 1998
Wells Fargo 1992 - 1997
Callan Associates 1990 - 1992
Skills
Mutual Funds, Series 7, Wealth Management, Series 63, Portfolio Management
Education
San Francisco State University 1998 — 2002
Master of Business Administration (MBA)
University of California, Berkeley 1985 — 1990
CEG Worldwide April 2009 - Present
Genworth Financial Wealth Management 2004 - 2008
AssetMark Investment Services 2004 - 2008
Charles Schwab 1999 - 2004
GT Global 1997 - 1998
Wells Fargo 1992 - 1997
Callan Associates 1990 - 1992
Skills
Mutual Funds, Series 7, Wealth Management, Series 63, Portfolio Management
Education
San Francisco State University 1998 — 2002
Master of Business Administration (MBA)
University of California, Berkeley 1985 — 1990
Chuck Baird, AIF®, AWMA®'s AssetMark Investment Services Experience 1999 - 2002
Job Director of Investments at Consilium Wealth Management
Industry Investment Management
Experience
Consilium Wealth Management, LLC December 2013 - Present
Catalyst Financial Planning & Investment Management, Corp. March 2006 - March 2013
Catalyst Financial Planning & Investment Management Corp. September 2004 - March 2006
Advent Software October 2002 - September 2004
AssetMark Investment Services 1999 - 2002
Skills
Portfolio Management, Asset Management, Investments, Asset Allocation, Mutual Funds, Investment Strategies, Investment Advisory, Wealth Management, Alternative Investments, Retirement Planning, Retirement, ETFs, Investment Management
Education
Saint Mary's College of California 1994 — 1996
BA, English Literature
Consilium Wealth Management, LLC December 2013 - Present
Catalyst Financial Planning & Investment Management, Corp. March 2006 - March 2013
Catalyst Financial Planning & Investment Management Corp. September 2004 - March 2006
Advent Software October 2002 - September 2004
AssetMark Investment Services 1999 - 2002
Skills
Portfolio Management, Asset Management, Investments, Asset Allocation, Mutual Funds, Investment Strategies, Investment Advisory, Wealth Management, Alternative Investments, Retirement Planning, Retirement, ETFs, Investment Management
Education
Saint Mary's College of California 1994 — 1996
BA, English Literature
Nicole Bird's AssetMark Investment Services Experience November 2005 - May 2006
Job Looking for an Emploment Opportunity
Industry Financial Services
Experience
ZipZap April 2013 - August 2013
Citi December 2007 - February 2009
Pacific Growth Equities, LLC October 2006 - April 2007
AssetMark Investment Services November 2005 - May 2006
Harris Bretall Sullivan & Smith March 2003 - December 2004
Merrill, Lynch, Pierce, Fenner & Smith August 2000 - February 2003
Credit Suisse First Boston - Technology Group April 2000 - August 2000
Goldman Sachs & Co February 1998 - March 2000
NationsBanc Montgomery Securities, Inc May 1997 - September 1998
Barclays Global InvestorsTrading Liaison August 1995 - May 1997
Skills
Portfolio Management, Finance, Due Diligence, Asset Allocation, Marketing, Analysis, Options, Strategic Financial..., Banking, Bonds, Venture Capital, Sales, Equities, Hedge Funds, Asset Management, Securities, Capital Markets, Alternative Investments, Derivatives, Mutual Funds, Trading Systems, Investments, Investment Banking, Electronic Trading, Equity Trading, Equity Derivatives, FINRA, Wealth Management, ETFs, Strategy, Financial Modeling, Financial Markets, Valuation, Risk Management, Investment Strategies, Equity Research, Financial Advisory, Investment Advisory, Start-ups, Bloomberg
Education
University of California, Irvine 1991 — 1995
Bachelor of Arts, Political Science, minor in psychology
Punahou School
ZipZap April 2013 - August 2013
Citi December 2007 - February 2009
Pacific Growth Equities, LLC October 2006 - April 2007
AssetMark Investment Services November 2005 - May 2006
Harris Bretall Sullivan & Smith March 2003 - December 2004
Merrill, Lynch, Pierce, Fenner & Smith August 2000 - February 2003
Credit Suisse First Boston - Technology Group April 2000 - August 2000
Goldman Sachs & Co February 1998 - March 2000
NationsBanc Montgomery Securities, Inc May 1997 - September 1998
Barclays Global InvestorsTrading Liaison August 1995 - May 1997
Skills
Portfolio Management, Finance, Due Diligence, Asset Allocation, Marketing, Analysis, Options, Strategic Financial..., Banking, Bonds, Venture Capital, Sales, Equities, Hedge Funds, Asset Management, Securities, Capital Markets, Alternative Investments, Derivatives, Mutual Funds, Trading Systems, Investments, Investment Banking, Electronic Trading, Equity Trading, Equity Derivatives, FINRA, Wealth Management, ETFs, Strategy, Financial Modeling, Financial Markets, Valuation, Risk Management, Investment Strategies, Equity Research, Financial Advisory, Investment Advisory, Start-ups, Bloomberg
Education
University of California, Irvine 1991 — 1995
Bachelor of Arts, Political Science, minor in psychology
Punahou School
Montejar Pare's AssetMark Investment Services Experience September 2007 - November 2007
Job Financial Services Professional
Industry Financial Services
Experience
East/West Securities January 2012 - Present
Charles Schwab & Co. (DM Stone) May 2008 - July 2009
Emmet A. Larkin and Co December 2007 - February 2008
AssetMark Investment Services September 2007 - November 2007
First Discount Brokerage Inc January 1999 - January 2007
Thomas F. White and Co January 1996 - January 1999
Skills
Equities, Risk Management, Trading, Trading Systems, Options, Securities, Series 7, Finance
Education
San Francisco State University
B.S., Business Administration (Business Analysis)
East/West Securities January 2012 - Present
Charles Schwab & Co. (DM Stone) May 2008 - July 2009
Emmet A. Larkin and Co December 2007 - February 2008
AssetMark Investment Services September 2007 - November 2007
First Discount Brokerage Inc January 1999 - January 2007
Thomas F. White and Co January 1996 - January 1999
Skills
Equities, Risk Management, Trading, Trading Systems, Options, Securities, Series 7, Finance
Education
San Francisco State University
B.S., Business Administration (Business Analysis)
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY