The Sales and Business Development team at AssetMark is dedicated to building and nurturing relationships with independent financial advisors to enhance their practice management and investment solutions. They actively seek new business opportunities, provide tailored support to advisors, and coordinate strategic initiatives that drive growth and enhance client engagement. This team plays a critical role in ensuring advisors can effectively serve their clients, ultimately helping them achieve financial independence.
Bacilisa Herrera
Sales Training Content Special...
Grant Lockwood
Sales Consultant
Jamie Cockrum
Sales Operations Coordinator
Jason Graff
Sales Coordinator
Jeremy Trudell
Sales Operations Team Lead
Kailee Taylor
Sales Coordinator
Kirstyn Kunz (Sampia...
Director, Sales Consultants
Lily Smith
Sales Coordinator
Melissa Sachet
Senior Manager, Business Proce...
Monessa Santiago
Strategic Account Sales Manage...
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