AssetMark
Jeffrey Whitfill has extensive experience in the information technology and operations sectors, currently serving at AssetMark as an Information Technology Service Desk Operations Analyst since March 2013. Prior to this, Jeffrey held various leadership roles, including Call Center Director at Loan Resolution Corporation from June 2011 to September 2012, where responsibilities included managing day-to-day operations and supervising a sizable team. Jeffrey also gained valuable experience as Operations Manager at Public Storage from May 2005 to March 2011, and in management roles at MCIWorldCom and AT&T, where responsibilities ranged from program management and performance oversight to client relations and strategic planning. Educational background includes a Bachelor of Science in Information Technology from the University of Phoenix and a Bachelor of Arts in Business from Milligan College.
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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.