AssetMark
Candace Luchetti has extensive experience in administrative support and sales operations, particularly within the financial services industry. Currently serving as a Sales Operations Specialist for the Enterprise Channel at AssetMark since November 2018, Candace has also held roles as Sales Operations Coordinator and Administrative Assistant, providing vital support to senior executives. Prior experience includes serving as an Operations Assistant at Protiviti, where administrative support was offered to the Bay Area Operations Team, and managing office operations at Orinda Union School District as an Office Manager. Educational credentials include a Bachelor of Arts degree in Liberal Arts and Sciences from San Francisco State 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.