AssetMark
Bacilisa Herrera is a sales training content specialist at AssetMark, where Bacilisa has worked since 2019, previously holding the position of sales consultant. Prior to this role, Bacilisa served as a sales consultant at AssetMark from November 2015 to May 2018 and worked as a personal banker at JP Morgan Chase from September 2009 to November 2015. Bacilisa holds a Bachelor of Arts degree in Psychology and Spanish from Valparaiso University, completed in 2009.
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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.