AssetMark
Kevin Kraus, MBA, has extensive experience in the financial services industry. Kevin currently holds the position of Director of Channel Development at AssetMark, where they are responsible for developing and implementing strategies to drive growth and revenue. Prior to joining AssetMark, Kevin worked at Fidelity Investments as the Director of Practice Management & Business Consulting, a role in which they focused on enhancing client acquisition and retention strategies. Before that, they served as the Vice President of Product & Marketing at Refinitiv, where they played a key role in transforming the company's wealth management application suite into cloud-based API products and services. Kevin also has a long tenure at Charles Schwab, where they held various leadership positions, including Managing Director of Customer Experience, Managing Director of Product Management, and Senior Manager of Product Management. Throughout their career, Kevin has demonstrated a strong ability to drive digital product innovation, enhance user experiences, and forge strategic partnerships to achieve business objectives.
Kevin Kraus, MBA has a Bachelor of Arts (BA) degree in Business Administration with a minor in Strategic Leadership from Providence College. Kevin also holds a Master of Business Administration (MBA) degree in Strategic Leadership from Dominican University of California. In addition, Kraus has obtained certifications in Series 7, 9/10, 24 & 63 Licensing from FINRA. No specific information is provided regarding the start and end years of their education or when they obtained the additional certifications.
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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.