AssetMark
Howard Choy is a seasoned professional with over two decades of experience in sales operations and customer service management within the financial services industry. Currently serving as the Product & Project Lead for Sales Operations at AssetMark since 2010, Howard Choy has successfully driven the enterprise CRM strategy using Salesforce.com, resulting in significant increases in assets under management and operational efficiency. Prior roles include Sr. Manager of Process Excellence at AssetMark, where Howard delivered impactful CRM solutions and customer satisfaction programs, and Manager of Advisor Services at Genworth Financial Wealth Management, overseeing a team that generated substantial business development opportunities. Additionally, experience as a Relationship Manager at AssetMark Investment Services, Inc. and a Financial Advisor at Morgan Stanley further solidified expertise in investment consulting and client service. Howard Choy holds a B.A. in Economics from UC Irvine.
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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.