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James Simon

Senior Wealth Management Consultant at AssetMark

  • LinkedIn

Email Email: j****@assetmark.com

phone noPhone Number: (***)-***-****

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ASSETMARK

ASSETMARK

  • description Description
    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 Adhesi...

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  • Employees count Employees 501-1000
  • Revenue Revenue 500 Million to 1 Billion
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AssetMark Org Chart and Mapping

VP-Level

Ron Link

CFO, Assetmark Trust Company

Employees

Robert Graham

Platinum Relationship Manager

Carrie Hansen

EVP, COO, President- Mutual Funds

Kyle Quintero

Director, Investment Performance Operations

Charles Koh

Senior Marketing and Sales Analyst

Tiffany Mortenson

Account Operations Team Lead

Selwyn Crews

Principal of Portfolio Construction / Portfolio Management Leader - Investment Strategies

Frequently Asked Questions Regarding James Simon

Answer: James Simon works for AssetMark as Senior Wealth Management Consultant

Answer: James Simon’s role in AssetMark is Senior Wealth Management Consultant

Answer: James Simon's email address is j***@gmail.com

Answer: James Simon's business email address is j****@assetmark.com

Answer: James Simon’s direct phone number is (***)-***-****

Answer: James Simon works in the industry of: Financial Services

Answer: James Simon works AssetMark located at 1655 Grant St Fl 10, Concord, California, 94520, United States

Answer: AssetMark's Senior Wealth Management Consultant is James Simon

Answer: James Simon contact details:

  • Phone number  :  (***)-***-****
  • Email  :  j****@assetmark.com

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