AssetMark
Vivian Huang, CPA, CFA, currently serves as Senior Manager of Product Strategy & Innovation at AssetMark, beginning in January 2023. In this role, Vivian collaborates with cross-functional partners to develop new product offerings and long-term strategies, while leading pricing strategy analysis to enhance asset growth and maintain firm profitability. Prior to AssetMark, Vivian was with EY from December 2017 to January 2023, where positions included Senior Manager and Manager within CFO Consulting Services, including an international secondment in London. Vivian also contributed to business process improvement projects and finance transformation initiatives, including implementing a global finance data warehouse for an international bank. Earlier experience at KPMG US involved supporting financial services clients in the Banking and Capital Markets Group. Vivian holds a degree from The University of Texas at Austin, obtained in 2014.
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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.