AssetMark
Albert Li, CPA, has extensive experience in financial management and reporting, currently serving as Assistant Controller at AssetMark since June 2019, after progressing through roles as Senior Accounting Manager and Accounting Manager. Prior to AssetMark, Albert Li held various positions at Bank of the West from September 2010 to June 2019, including Financial Reporting Manager and Assistant Manager for Shareholder Financial Reporting, with a focus on GAAP and IFRS reporting practices. Earlier career stages included a role as Financial Reporting Accountant at East West Bank from December 2008 to July 2010, where responsibilities encompassed SEC and regulatory reporting, and as an Audit Associate at KPMG LLP from August 2007 to November 2008. Albert Li earned a degree from California State University - East Bay between 2005 and 2007.
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AssetMark
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AssetMark, formerly Genworth Wealth Management, is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. They provide investment, relationship and practice management solutions that advisors use in helping clients achieve wealth, independence and purpose. They serve those advisorswho make a difference in the lives of their clients. Often, that's about financial independence. They craft their offering around each advisor's vision so that you can manage clients' wealth with thoughtful purpose. The firm has approximately $22 billion in assets on its platform and a history of innovation spanning over 20 years.