AssetMark
Jeffrey R. is an experienced business and data analyst with a robust background in financial services and marketing analytics. Currently serving as a Business Analyst at AssetMark since April 2019, Jeffrey has previously held various analytical roles, including Data Analyst at Bank of America and Wells Fargo, where responsibilities involved data provisioning, reporting, and business rule implementation for regulatory compliance. At Charles Schwab, Jeffrey managed marketing campaigns and integrated acquired data using advanced analytics tools. An early career included leadership in creating workshops and facilitating curriculum development at Experience Unlimited. Jeffrey holds a Bachelor’s Degree in Business from the University of California, Berkeley, and an MBA in Finance from Golden Gate University.
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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.