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Assetmark

Investment Banking

Founded: Not Available
Headquarters: 1655 Grant St Fl 10, Concord, California, 94520, United States
Overview
Location
California, United States
Headquarter
1655 Grant St Fl 10, Concord, California, 94520, United States
Contact Number
(800) 664-5345
No of Employees
900 Employees
Industry
Investment Banking
Contact Email
Not Available
Company Type
Public Company
Website
www.assetmark.com
Founded
Not Available
CEO
Charles Goldman
Codes
SIC Code 62,628 | NAICS Code 52,523
Annual Revenue
$728.5 Million
Total Funding
-
Recent Funding Amount
-
No of Funding Rounds
1
Social Handles

Company Overview

Our companys mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. Whether thats through compelling technology that facilitates a better client experience, consulting services that ensure advisors businesses are running at their best, or offering a comprehensive suite of investment solutions. AssetMarks platform empowers advisors to provide the highest level of service possible to their clients.

Employees by Level

C-Level

6

VP-Level

68

Director

81

Manager

284

Non-Manager

466

Top Contacts

763

Top C-suite Members of Company

Connect with key decision-makers at Assetmark. View contact details of C-suite executives and leadership team.

NameTitleContact
Marino SalviChief of Staffm****i@assetmark.com
Gaurav AudityaSenior Vice President, Chief Operating Officeg****a@assetmark.com
Danette PonceTrade Operations Senior Controllerd****e@assetmark.com
Erin WoodSenior VP, Advanced Planninge****d@assetmark.com
John KovalChief Compliance Officer, Mutual Fundsj****l@assetmark.com
Jim AttawaySenior VP, Chief Information Security Officerj****y@assetmark.com
David McNattExecutive VP, Investment Solutionsd****t@assetmark.com
Michael AbelsonExecutive VP, Corporate Developmentm****n@assetmark.com
Alex PapeExecutive Vice President & Chief Technology &a****e@assetmark.com

Employees Contact

Are you Seeking to connect with decision-makers? Acquire their contact info, including emails and phone numbers, from credible sources like LinkedIn or trusted websites.

NamePositionPhoneEmailProfile
Christopher Baker
Senior Project Manager
*******6400c.......r@gf-pc.com
Alexe Rodopoulos
Southeast
*******7877a.......s@genworth.com
Jennifer Foss
Managing Director, Head Of Channel Development
******60001.......l@gmail.com
Jon Clissold
It Project
******5345j.......d@cfl.rr.com
Cynthia Jaffe
Product Communications Manager
******6790c.......e@schwab.com
Michael Raneri
Chief Digital Innovation Officer
******5103m.......i@meevee.com
Cody Meyers
Relationship
*******1991c.......s@assetmark.com
Jim Parkinson
Web Marketing Specialist
******7397j.......n@jellybelly.com
Julia Hitryh
It Team Lead
******9333j.......h@gmail.com
Gary Kline
Director Of Data Strategy
******1201b.......1@yahoo.com
Blake Julander
Account Operations Specialist
******3942j.......r@metlife.com
Lesley Willoughby
Sales Coordinator
*******5992l.......y@sevierheights.org
Gary Zyla
Evp, Chief Financial Officer And Human Resources
******7021g.......a@assetmark.com
Nathalie Manyo
Senior Accountant
******2567n.......e@yahoo.com
Gaurav Auditya
Senior Vice President, Chief Operating Officer, Assetmark Trust
******5345g.......a@assetmark.com
Albert Cohen
Vp, Entrerprise Platforms
******8100a.......n@sbcglobal.net
Ian Bohn
Investment Performance Analytics
******4227i.......n@assetmark.com
Kim Elkins
Vice President Of Operations
******3657k.......s@assetmark.com
James Yen
Controller
*******0689j.......y@macphersonart.com
Daniel Settle
Recruiting
******7359d.......e@assetmark.com
Jason Yu
Salesforce Systems
*******3175j.......u@assetmark.com
Anuja Verma
Business Systems Analyst
*******4516a.......a@assetmark.com
Katie Morley
Compliance Specialist
******2855k.......y@assetmark.com
Javan Lewis
Senior Manager, Salesforce
*******2625j.......s@genworth.com
Lauren Kang
Principal
******5345l.......g@assetmark.com
Brandon Bastuba
National Consultant - Great Lakes
******7000b.......a@amsi-corp.com
Dincer Birduzer
Senior Software Engineer
*******4505d.......r@azdes.gov
Kara Noe
Marketing
*******2447k.......e@unionbank.com
Paul Mankarious
Business Development Consultant
*******5448p.......s@chase.com
Joel Vause
Manager, Business Development
******4008j.......e@assetmark.com
Vasudev Raikar
Software Development Manager
******6880v.......r@primevest.net
Gary Cox
Director Of Portfolio Management
******8423g.......3@aol.com
Janice Forrester
Director, Integrations And Program
******1040j.......r@yahoo.com
Brian Roxas
Junior Investment Analyst, Due Diligence
*******0574b.......s@assetmark.com
Sara Paulson
Regional Consultant
******7369s.......n@assetmark.com
Dan Warburton
Digital Product Strategy
******0417d.......n@assetmark.com
Shelby Hayes
National Consultant
*******3750s.......s@foundcom.org
Vickie Edwards
Northeast Division Sales Consulting
******8500v.......s@assetmark.com
Nikki Khraizat
Vp, Human Resources
******4253k.......m@hotmail.com
Long Tat
Quantitative
******3536l.......g@sblfinancial.com
Linda Vargas
Compliance
*******0336b.......m@hotmail.com
Josh Bernard
Director Of Information Technology
*******8333j.......d@obsfs.com
Naomi Mckean
Vice President, Corporate Counsel At Assetmark
*******0761n.......n@hotmail.com
Regina Mckenzie
Senior Manager
******8300r.......i@gmail.com
Brittney Labrie
Executive Assistant
******2235b.......e@assetmark.com
Tamara Bohlig
Cmo
******6781t.......g@hotmail.com
Sukanya Aynakus
Visual Designer And User Experience Designer
******8439s.......r@assetmark.com
Amy Van Vlack
Corporate Recruiter
******7190a.......k@gmail.com
Jason Cadell
National Consultant
******7268j.......l@gmail.com
Dennis Keeley
Business Development Consultant
******0243d.......y@assetmark.com
Nicola Sutton
Business Consultant
******0411n.......n@investctr.com
Paul Rowe
Business Development Consultant
*******9956p.......e@aamlive.com
Elvis Medica
Business Development
******5129e.......a@assetmark.com
Trevor Burlison
Business Development Consultant
*******6712t.......n@assetmark.com
Konstantin Fridman
It Solutions Project
******4227f.......k@attbi.com
Michael Begley
Regional Consultant
*******3477m.......y@gmail.com
Aaron Namuche
Business Systems Analyst
******8438a.......e@sbcglobal.net
Stephen Hoffmeister
Digital Product
******7057s.......3@yahoo.com
David Mcnatt
Svp, Investment Strategy And Development | Svp, Investment Product Management And Development
******2500l.......l@yahoo.com
Frank Hayn
Regional Retirement Consultant
******8116f.......n@yahoo.com
Prakash Tolani
Assetmark
*******4356p.......7@yahoo.com
Arshaun Kalantari
Market Research Analyst
******4227a.......i@assetmark.com
Jose Gallegos
Senior Product Manager, Investment Product Management
******7447j.......s@assetmark.com
Tanya Pickett
Director Of Sales Support
******4617t.......5@gmail.com
David Deleon
Relationship Manager
******8547p.......n@yahoo.com
Jeremy Usedom
Director, Trade Operations
******8933j.......m@assetmark.com
Indrajit Roy
Technical Lead
******8228r.......t@hotmail.com
Tano Washington
Application Support Specialist
*******3167t.......h@yahoo.com
Dez Lincoln
Senior Tax Analyst
******4598d.......4@gmail.com
Colin Higgins
Senior Operations Specialist
******0554d.......8@yahoo.com
Alicia Surovec
Senior Team Leader- Custody Operations
******5345a.......c@assetmark.com
Richa Kaur
It Qa
******4227r.......r@assetmark.com
Chris Price
Release Management Quality Assurance
*******6630c.......e@assetmark.com
Cathy Clauson
Investment Product Management Retirement Plan Services
******1746c.......n@assetmark.com
Raghu Chavali
Software Development Manager
******6880r.......i@assetmark.com
Nikki Chuang
Senior Business Development Consultant
*******2340n.......g@assetmark.com
Patrick Young
Director Of Mutual Fund Operations And Finance
******9975p.......g@comcast.net
Chris Imbrunone
Regional Retirement Consultant
*******1000c.......e@gmail.com
Albert Chu
Senior Portfolio Manager
******4708b.......7@hotmail.com
Vandana Durga
Information Technology Operations And Services Project Manager
******4227v.......a@assetmark.com
Kent Ruddick
Software Engineer
******2399k.......k@assetmark.com
Jennifer Claucherty
Senior Business Analyst
******5345j.......y@assetmark.com
Nabila Maniya
Compliance Officer
*******2162n.......a@hotmail.com
Cristine Hulse
Executive Assistant
*******8621c.......1@mac.com
Kyle Quintero
Reporting Team Leader
******9974k.......o@assetmark.com
William Anderson
It Solutions Project Manager
*******3207w.......n@assetmark.com
David Mcnatt
Corporate Strategy
******2500d.......t@assetmark.com
Tatiana Warren
New Business Case
******3145t.......n@assetmark.com
Corey Briggs
Business Development Consultant
******4307c.......s@assetmark.com
Kramer Morris
High Net Worth Analyst
*******5183l.......s@comcast.net
Kaitlen Shearer
Account Operations Team Lead
******6553k.......r@assetmark.com
Zachary Evans
Relationship Manager
******0948e.......4@hotmail.com
Jason Maclean
Sales Consultant
******7218j.......n@assetmark.com
Advait Kulkarni
Vice President
*******7021a.......k@hotmail.com
Teri Brewer
Director Of Business
******9490t.......r@hotmail.com
Peter Hoversen
Director - Specialized Services
*******7339p.......n@hotmail.com
Connor Meekins
Business Development Consultant
******2762c.......s@assetmark.com
Frank Roe
Vice President, Sales And Consulting
******5122f.......e@assetmark.com
Shayana Gois
Executive Assistant
******0169s.......s@assetmark.com
Jeremiah Chafkin
Chief Investment Officer
******8477j.......n@assetmark.com

Email Formats

Discover the email patterns used at Assetmark to connect with the right people.

Email FormatExamplePercentage
firstname.lastname@company.comjohn.doe@company.com45%
firstname@company.comjohn@company.com30%
firstinitial.lastname@company.comj.doe@company.com15%
firstname_lastname@company.comjohn_doe@company.com10%

View Email formats of the company.

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Technology Stack

Technology

Q4
Q4

Q4 technology used by Assetmark

Facebook Web Custom Audiences
Facebook Web Custom Audiences

Facebook Web Custom Audiences technology used by Assetmark

Joomla
Joomla

Joomla technology used by Assetmark

Brainshark
Brainshark

Brainshark technology used by Assetmark

Frequently Asked Questions

What is the address of Assetmark's headquarters?

Assetmark is headquartered at 1655 Grant St Fl 10, Concord, California, 94520, United States.

How can I contact Assetmark by phone?

You can reach Assetmark by calling their customer support number at (800) 664-5345.

Which stock symbol does Assetmark trade under?

The stock ticker for Assetmark is AMK.

What is the official website for Assetmark?

You can visit Assetmark's official website at www.assetmark.com.

How much revenue does Assetmark generate?

Assetmark reports an annual revenue of approximately $728.5 Million.

What is the SIC code for Assetmark?

The Standard Industrial Classification (SIC) code for Assetmark is 62,628.

What is the NAICS code for Assetmark?

Assetmark falls under the NAICS code 52,523.

How many people work at Assetmark?

Assetmark has a workforce of about 900 employees.

Which industry is Assetmark part of?

Assetmark operates in the Investment Banking, Finance industry.

Which technologies are used by Assetmark?

Assetmark utilizes technologies like Q4, Facebook Web Custom Audiences, Joomla, Brainshark.

Who is the Chief Executive Officer (CEO) of Assetmark?

The CEO of Assetmark is .

How can I get in touch with Assetmark?

To contact Assetmark, call (800) 664-5345 or visit their website at www.assetmark.com

Is Assetmark a publicly traded company?

Yes, Assetmark is publicly listed and trades under the stock symbol AMK.

How much total funding has Assetmark secured so far?

To date, Assetmark has raised - across 1 funding round(s).

Who are the main competitors of Assetmark?

Key competitors of Assetmark include Envestnet, Ronald Blue Trust, Mercer Advisors, Rockefeller Capital Management

Which companies has Assetmark acquired?

Acquisitions by Assetmark include OBS Financial Services .

Where can I find Assetmark on social media?

You can follow Assetmark on Linkedin, Twitter, Facebook to stay updated with their latest news and services.

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