KC

Ken C.

Director, Wealth Management Solutions at AssetMark

Ken C. started their work experience as an Audit Intern at Deloitte & Touche LLP in 2001. Ken then became a Senior Auditor at the same company in 2002, where they managed audit and review engagements for SEC clients and performed Sarbanes-Oxley internal control tests.

In 2004, Ken joined Providian Financial as a Risk Manager in Enterprise Risk Management. Ken project-managed the companywide Sarbanes-Oxley program and worked with business units to design and implement internal controls.

In 2005, Ken moved to BlackRock as a Risk Manager in Risk & Quantitative Analysis (RQA). Ken facilitated risk and control assessments, resolved operating events, and provided data analysis and reporting to risk committees and business unit management. Ken also served as the lead operational risk manager for various business units.

Most recently, in 2018, Ken joined AssetMark as the Director of Product Strategy & Development. Ken is responsible for providing extensive wealth management and technology solutions for independent financial advisers and their clients.

Ken C. completed their Bachelor's Degree in Business Economics with a minor in Accounting from UCLA between 1998 and 2002. Prior to that, they attended Las Lomas High School, where they obtained their high school diploma. Additionally, Ken C. holds certifications as a Certified Public Accountant (CPA) from the State of California and as a Chartered Financial Analyst (CFA) from the CFA Institute. However, the specific dates of when they obtained these certifications are not provided.

Location

San Francisco, United States

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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.