AssetMark
Brad Allen is a seasoned professional with extensive experience in product development and project management within the financial services industry. Currently serving as Senior Manager of Programs Development at AssetMark since April 2020, Brad has previously held key positions such as Product Development Manager at Wells Fargo Asset Management and Senior Product Manager at Charles Schwab, where significant product growth and successful new product launches were achieved. Brad's background includes roles as a Financial Advisor and Senior Programmer Analyst at Edward Jones, showcasing a diverse skill set in client relationship management and technical project oversight. Educational qualifications include an MBA in Finance from Arizona State University and a Bachelor's degree in Computer Information Systems from Missouri State University.
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.