AssetMark
Ron Simonsen is a seasoned finance professional with extensive experience in cash management, revenue recognition, and systems administration. Currently serving as the Assistant Controller at AssetMark since January 2015, Ron oversees the month-end close process and manages accounts payable and receivable teams while implementing process improvements. Prior to this, Ron held the position of Sr. Revenue Manager at G L Mezzetta Inc., where goal setting and cross-functional collaboration were key responsibilities. Earlier roles include Assistant Credit Manager at ASR Group and Credit and Claims Supervisor at C&H Sugar, demonstrating a strong background in credit management and team leadership. Ron's educational foundation includes a Bachelor of Science in Business Administration from California State University - East Bay.
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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.