AssetMark has appointed Cathy Clauson to the newly created position of director of sales strategy, operations and administration in Concord, Calif. With more than 20 years of experience in the financial services industry, Clauson will also oversee the firm’s internal sales and consulting team. Most recently she served as a vice president of advisory sales, relationship and channel management at Advent Software/Black Diamond. Prior to Advent, she held numerous senior-level roles at Charles Schwab.
AssetMark is an independent strategic provider of investment and consulting solutions serving financial advisors.
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