AssetMark
Melissa Sachet is a seasoned professional with extensive experience in business process optimization and project management within the financial services industry. Currently serving as Senior Manager of Business Process Optimization at AssetMark since April 2014, Melissa has progressed through various roles including Manager, Custody Operations Manager, Custody Operations Team Lead, and IT Solutions Project Manager. Prior to joining AssetMark, Melissa was a Project Manager at NetWorth Services, Inc., where responsibilities included leading teams in the development of financial software related to cost basis accounting. Melissa holds a Bachelor of Science in Business Administration from the University of Phoenix, earned from 2004 to 2007.
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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.