AssetMark
Juan Paz Ramirez is an FP&A Analyst at AssetMark since June 2023, serving as a strategic business partner for the Marketing and Events functional area. Responsibilities include developing financial models and forecasts, ensuring alignment between budget and organizational goals, leading financial reviews, and maintaining compliance with SEC reporting and internal controls. Prior experience includes a finance internship where a model to track KPIs for the P2P process was created, alongside roles as a Sales Associate at Finish Line and Employee Services Staff for the Oakland Athletics. Juan Paz Ramirez holds a Bachelor's degree in Economics from the University of California, Berkeley, where studies were completed from August 2019 to May 2023.
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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.