AssetMark
Jen Norman has a diverse work experience in various roles within the financial industry. Jen started their career at Charles Schwab in 2000, where they held several managing director positions overseeing product management, marketing, and client experience. During their time at Schwab, they played a crucial role in the launch and growth of the firm's ETF business and managed a team responsible for high-profile index funds. In 2015, Jen worked as an independent consultant at LENDonate before joining AssetMark in 2016. At AssetMark, they held the positions of Director of Investment Program Management, Director of Integrations & Program Management, and currently serves as the Vice President of Specialized Investment Services & Operations.
Jen Norman attended the University of California, Davis, where they pursued a degree in Animal Sciences. However, the specific start and end years of their education are not mentioned.
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.