AssetMark
Jose A. Gallegos has a diverse work experience spanning over two decades. Jose A. currently holds the position of Director, Investment Product Management at AssetMark since May 2021. Prior to this, they served as the Sr. Product Manager, Investment Product Management at AssetMark from October 2017 to May 2021. Before joining AssetMark, they worked at Wells Fargo as the VP - Product Manager, Global Remittance Services from September 2015 to October 2017. Jose also has an extensive background in various roles at Charles Schwab, including Senior Product Manager, Client Services - Senior Registered Rep/Acting Manager, Global Client Service - Investment Consultant, and Senior Margin Analyst. Jose A.'sroles at Charles Schwab involved business development, client relationship management, and compliance.
Jose A. Gallegos has a strong educational background in business and economics. Jose A. obtained their MBA from the University of California, Berkeley, Haas School of Business from 2010 to 2013. Prior to their MBA, they earned a BA in Economics from the University of California, Berkeley, completing their undergraduate studies from 1994 to 1999. Jose A. Gallegos has also pursued additional certifications to enhance their professional skills. In 2022, they obtained certifications in "Stress-Testing for Superior Decision-Making" from Yale School of Management, "Understanding Customer Needs" from The Wharton School, and "Implementing Winning Strategies Experience" from Columbia Business School.
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.