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Mukesh (Muk) Mehta has a wealth of experience in the technology and financial sectors. Mukesh (Muk) has held several senior-level positions, including Chief Technology Innovation Officer at AssetMark, where they were responsible for digital products and technology strategy. Prior to that, they served as Chief Information & Technology Officer at Cetera Financial Group and Chief Information Officer at TD Ameritrade. Mukesh (Muk) also held leadership roles at Charles Schwab, Bankers Trust, Kwasha Lipton, ER Keller and Co, and Bell Communications Research. Overall, Mukesh has a strong background in technology and has played a significant role in driving digital transformation and innovation in the financial industry.

Mukesh (Muk) Mehta completed the Stanford Executive Program at Stanford University Graduate School of Business in 2006. Prior to that, they attended Rutgers University from 1983 to 1987, where they earned a Bachelor of Arts degree in Mathematics, Economics & Finance. Additionally, they hold certifications in Series 7, 24, and 66 from FINRA, although the specific dates of completion are not provided.