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Adam Conklin
New Business Team Lead at Assetmark
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Work Experience
Dec 2015 - Present · 9 years
New Business Team Lead
Jul 2021 - Present · 3 years and 5 months
Gold New Business Case Manager
Sep 2018 - Jul 2021 · 2 years and 10 months
Advanced Operations Specialist
Dec 2015 - Sep 2018 · 2 years and 9 months
Company Details
501-1000 Employees
AssetMark is a leading wealth management platform that provides flexible and purpose-built solutions to independent financial advisors and their clients. With our affiliates Voyant and Adhesion Wealth, we empower advisors of all models at every stage of their journey to drive client engagement and increase efficiency. Our ecosystem of solutions equips advisors with services and capabilities that would otherwise require significant investments of time and money, ultimately enabling them to deliver better investor outcomes and enhance their productivity, profitability, and client satisfaction. Founded in 1996 and headquartered in Concord, California, AssetMark serves more than 9,200 financial advisors and roughly 241,000 investor households. As of December 31, 2022, the company had $91.5 billion in platform assets. With a team of nearly 1,000 talented employees, we are committed to delivering industry-leading technology and services that empower advisors to build stronger relationships with their clients and help them achieve their financial goals.
Year Founded
1996
Social Media
LinkedinTwitter
Industry
Financial Services
HQ Location
1655 Grant Street, 10th Floor Concord, California 94520, US
Keywords
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