AssetMark
Alex Shimberg, MBA, is an experienced professional currently serving as a SOX and Internal Controls Analyst at AssetMark since June 2023. Previous roles include Internal Control Analyst at First Republic Bank, where responsibilities involved conducting Risk Control Self-Assessments and leading audits for Lending Services. Additionally, Alex held various positions at Fisher Investments, enhancing billing processes and training team members. Early experience includes internships focused on audit at Powers CPA and financial risk management at Kaiser Permanente. Alex completed a Master of Business Administration from Willamette University and holds a Bachelor of Arts in International/Global Studies, along with various analytical and operational expertise.
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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.