AssetMark
Anne Walsh is a seasoned Senior Product Manager at AssetMark since August 2021, where management of product development and the successful launch of the eWealth Manager Advisor Dashboard digital product was achieved, alongside leading Scrum Teams and implementing Agile methodologies. Prior experience includes serving as a Technical Product Manager at First Republic Bank, where leadership of cross-functional teams supported a $98.5 billion Deposits department, and as a Digital Product Manager at CSAA Insurance Group, where project leadership improved the digital insurance customer self-service portal. Earlier roles encompass positions at Allianz Global Corporate & Specialty, Fireman's Fund Insurance Company, and General Electric, showcasing a diverse background in product management, IT applications, operations, and web leadership. Anne Walsh holds a degree from the University of California, Berkeley.
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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.