AssetMark
Melissa Dastvarz possesses extensive experience in legal and compliance services, currently serving as Manager of Legal and Compliance Shared Services at AssetMark since September 2019, having previously held the role of Compliance Project Analyst. Prior to AssetMark, Dastvarz worked as a Project Manager at Insight Wealth Strategies from October 2015 to September 2019 and as a Bookkeeper at At Home with Baystone from October 2014 to January 2016, where financial operations and QuickBooks management were key responsibilities. Dastvarz also spent over six years at RadioShack, progressing from Assistant Manager, where notable achievements in wireless sales were attained, to Manager, overseeing financial reviews and staff management. Dastvarz holds a Bachelor of Science in Business Administration with a concentration in Management from California State University-Dominguez Hills, earned between 2007 and 2012.
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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.