CONCORD, Calif., April 24, 2014 /PRNewswire/ -- AssetMark, Inc., a leading strategic provider of innovative investment and consulting solutions serving financial advisors, announced today that it has appointed a seasoned financial services professional, Cathy Clauson, to the newly created position of Director of Sales Strategy, Operations and Administration. Reporting to Dan O'Toole, senior vice president, national director of sales and consulting, Ms. Clauson brings more than 20 years of experience in the financial services industry to AssetMark and its sales and consulting organization.
"AssetMark's strong growth trajectory is founded on our deep understanding of the needs of independent advisors," said Charles Goldman, President and CEO of AssetMark. "Cathy has demonstrated consistent success in identifying and addressing those needs with effective sales strategies. She will play a key role in managing our sales initiatives and projects with our existing sales leaders as we maximize our resources for growth."
In addition to driving the development and execution of AssetMark's sales strategy and operations, Ms. Clauson will also oversee AssetMark's Internal Sales and Consulting Team, a team of approximately 40 professionals who work to onboard and serve advisors in partnership with their regional consulting counterparts.
Ms. Clauson served most recently as a Vice President of Advisory Sales, Relationship & Channel Management at Advent Software/Black Diamond. Prior to Advent, she held numerous senior-level roles at Charles Schwab in both the advisor and retail business lines, leading areas such as business integration, client experience and product management.
"In an increasingly competitive environment, AssetMark's ability to evaluate and respond to market opportunities is a key component to its success," said Ms. Clauson. "I look forward to adding to this success by developing innovative processes and effective strategies that work for our sales teams and their relationships with our advisor clients."
About AssetMark, Inc. AssetMark, Inc. is an independent strategic provider of innovative investment and consulting solutions serving financial advisors. AssetMark provides investment, relationship and practice management solutions that advisors utilize in helping clients achieve their investment objectives and life goals.
The firm has approximately $22 billion in assets on its platform and a history of innovation spanning nearly 20 years. AssetMark works in collaboration with independent advisors who make a difference in the lives of their clients. For more information, visit www.assetmark.com or follow @AssetMark on Twitter.