Dan Warburton

Vice President, GM Digital Platforms at AssetMark

Dan Warburton has extensive experience in the digital product strategy and management field. Dan began their career as a Sr. Account Director/ Sr. Project Manager at iXL and later worked as the Director of Commercial Programs at Combio. Dan then joined Washington Mutual Bank as a Project Manager, where they provided project management services for various web properties. After that, they worked at World Savings as a Lead Project Manager in the Corporate Internet Group, overseeing tactical and strategic digital projects. Following this, they joined Charles Schwab & Co., Inc. as a Sr. Product Manager, responsible for the delivery of the industry-leading RIA Benchmarking study. Currently, they serve as the Vice President, GM Digital Platforms at AssetMark, where they define and executes the multi-year product roadmap for the firm's digital client experience.

Dan Warburton's education history is as follows: they obtained a Bachelor of Arts degree in Business from the University of California, Riverside. Additionally, they earned a Master of Business Administration (MBA) degree with a focus on Management Science from the University of California, Riverside - A. Gary Anderson Graduate School of Management. No specific start or end years are provided for these educational experiences.

Location

San Francisco, United States

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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.