AssetMark
Jamie Cockrum is an experienced professional currently serving as a Sales Operations Coordinator at AssetMark since December 2022. Previously, Jamie held various roles at CBRE, including Facilities Coordinator and Business Operations Coordinator, where responsibilities included processing transactions, managing lease documents, and updating databases. Other positions include Administrative Assistant at Copia Resources, Inc., Executive Assistant at NetXperts Inc., and roles in customer service and administration at Roundhill Country Club, Mass Mutual, Walnut Creek Library, and the Center for Acupuncture and Holistic Medicine. Jamie earned a Bachelor of Arts degree in Liberal Arts and Psychology from California State University - East Bay.
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.