AssetMark
Jeremy Trudell is a seasoned professional with extensive experience in sales operations and financial analysis. Currently serving as Sales Operations Team Lead at AssetMark since February 2019, Jeremy has held multiple roles within the company, including Sales Operations Data Analyst and Divisional Sales Consultant. Prior to AssetMark, Jeremy worked at MB Financial Bank as a Treasury Management LDP and completed internships at Z Group Financial and SVM, LP, where skills in portfolio management, data analysis, and operations were developed. Jeremy's early experience includes a marketing internship at Abt Electronics, where significant revenue was generated through eBay sales. Academically, Jeremy earned a Bachelor of Arts in Economics with a minor in Computer Science from DePauw University.
This person is not in the org chart
This person is not in any offices
AssetMark
4 followers
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.