AssetMark
Kailee Taylor is a sales coordinator at AssetMark since January 2023, previously serving as a server at Eggstasy from November 2020 to March 2023. Kailee contributed as an active member of the American Marketing Association in 2022 and was involved in Alpha Phi International Fraternity, holding positions as an active member, director of health and wellness education, and den mom from August 2019 to December 2022. Prior roles include a sales internship at AssetMark in 2022 and positions as a hostess at Eggstasy and Isabella’s Kitchen between 2018 and 2020. Kailee holds a Bachelor of Science in Public Health from the University of Arizona, completed in December 2022, along with a high school diploma from Horizon High School earned in May 2019.
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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.