AssetMark
Allison Stamm-Kirk serves as the Director of Digital Platforms at AssetMark since July 2010, where responsibilities include identifying financial advisor digital needs and enhancing features through collaboration with business analysts and technical teams. Previously, Allison held the role of Senior Project Manager at AssetMark, focusing on cost-effective strategies for process automation and project management. Prior experience includes serving as a Strategic Systems Architect at USI Holdings Corp from 1998 to 2008, leading the design and implementation of enterprise sales and marketing systems, and as a Business Solutions Consultant at Bayer Corp. from 1997 to 1998, overseeing the maintenance and administration of server platforms. Allison holds a Project Management Professional Certification from the Project Management Institute and a Bachelor of Science degree in Marketing from Golden Gate University.
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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.