AssetMark
Eric Tresser is a finance professional with extensive experience in financial planning and analysis (FP&A). Currently serving as the FP&A Systems and Process Manager and FP&A Expense Manager at AssetMark since January 2021, Eric previously held the position of Senior Financial Analyst from March 2018 to January 2021, focusing on budget planning and forecasting. Prior experience includes roles such as Senior Finance Manager at Bank of the West (1999-2017) and Finance Manager at World Savings and Loan Association (1996-1999). Eric earned an MBA in Finance and Information Systems from the University of Maryland and holds a Bachelor of Science in Managerial Economics from the University of California, Davis, along with additional education from the Pacific Coast Banking School.
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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.