AssetMark
William Hardin is an experienced professional in business process optimization and vendor management, currently serving as the New Business Team Leader and Business Process Optimization Team Leader at AssetMark since August 2019. In these roles, William oversees vendor tasks, manages key strategic relationships, and implements process improvements while utilizing Power BI to track metrics. Previously, William held several positions at AssetMark, including Vendor Performance Analyst and New Business Service Administrator, where responsibilities included managing vendor portfolios and ensuring compliance with new business applications. William's background also includes experience as a Licensing Specialist at Family Partners, LLC, sales at Freedom Mortgage, and volunteer work with Habitat for Humanity in Poland. A Dorrance Scholar and graduate of the University of Arizona with a Bachelor’s Degree in Agricultural Business and Management, William has demonstrated leadership and a commitment to community-focused initiatives throughout a diverse career.
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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.