General Counsel Ted Angus, Trade Operations Manager Simi Dosanjh, Trade Operations Portfolio Trading Analyst Janae Mayfield and Chief Operating Officer Carrie Hansen
"You Hit the Mark!" Award Winners
Awarded to advisors who achieved high
accuracy for all operational requests submitted
to AssetMark in 2019.
Christopher R. Caira
MML Investor Services
Scott T. Harris
Principal Securities, Inc.
Peter B. Robertson
Lincoln Financial Advisors
Robert Chapman, CPA, PFS, CMA
Cetera Financial Specialists
Best Practice Award Winners
Awarded to advisors who implemented new ways to serve and support clients and improve their business practice.
Jennifer Walavalkar, TJ Walker and Matthew Mai
FSC Securities Corporation
David and John Hansch
Hansch Financial Group
Service Excellence Award Winners
Awarded to advisor staff who provided exceptional service and support to clients
and the AssetMark team.
Carrie Litzenfelner and Derieck Hodges
Anchor Pointe Wealth Management LLC
Mary Vigil, Stephen Brubaker, Chad Leigh and Gary Sidder
Exit & Retirement Strategies