AssetMark
Jordan Harrison is an accomplished finance professional with extensive experience in wealth management solutions. As a Senior Product Manager at AssetMark since January 2019, Jordan has successfully launched a Digital Non-Traded Alternative Investments Platform, managed relationship dynamics with third-party providers, and led User Acceptance Testing initiatives. Prior to this role, Jordan served as a Junior Analyst at Franklin Templeton, contributing to the management of US Advisory sales compensation programs, and worked as an Investment Analyst at Voya Financial, where responsibilities included P&L reporting and creating custom distribution reports. Jordan holds a Master of Science in Financial Analysis from the University of San Francisco and a Bachelor of Arts in Psychology from California State University, Fresno.
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.