Joe is responsible for working closely with advisors through the new advisor onboarding process. It is of utmost importance and priority for AssetMark to make sure our advisors and their clients have a first-class, world-class experience with us right from the start.
During his time at AssetMark, Joe has presented at broker dealer conferences, onboarded hundreds of new producing advisors and enhanced all aspects of advisor interactions with AssetMark. Creating a strategic collaboration with advisors that optimizes wealth management solutions, practice management, and client experience solutions is at the forefront of how we deliver value.
Prior to joining AssetMark, Joe spent nine years as both a trader and internal sales consultant for a privately owned investment firm based in Chicago. Joe graduated from Eastern Illinois University with a degree in Business Marketing.