AssetMark
Sumit Joshi is an experienced professional in product management and business analysis with a strong background in finance and data analytics. Currently serving as a Senior Product Manager at AssetMark since October 2018, Sumit previously held key positions at T. Rowe Price, where responsibilities included senior business analysis in product management for North America, and at Greenspring Associates as a Business Intelligence Analyst, where Sumit contributed to due diligence processes for potential investments and managed relationships with venture capital fund managers. Earlier in the career, Sumit worked as a Data Analyst at RapidAdvance, developing key performance metrics and preparing reports for senior management. Educational qualifications include a Master of Science in Finance from Loyola University Maryland and a Bachelor of Science in Aviation Business Administration from Embry-Riddle Aeronautical University.
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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.