AssetMark
Jacob McAuley, PMP, currently serves as a Digital Product Manager at AssetMark, where responsibilities include leading the development of new product features for a customer platform and driving product adoption to enhance customer experiences. Previous experience includes roles as Project Manager in Client Development Technology at AssetMark, where Jacob managed Salesforce projects to streamline processes, and Senior Specialist in Internal Communication Projects, improving the company's intranet and communication flow. Prior positions include Project Specialist at 10X Genomics, Associate Marketing Manager at Simpson Strong-Tie, and Marketing Communications Coordinator at Taste Trunk. Jacob holds a Bachelor of Arts degree from the University of California, Berkeley.
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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.