AssetMark, a provider of investment and consulting solutions to financial advisors, has appointed Cathy Clauso to the newly-created position of director of sales strategy, operations and administration.

AssetMark, the US provider of investment and consulting solutions to financial advisors, has appointed Cathy Clauson to the newly-created position of director of sales strategy, operations and administration.

Reporting to Dan O’Toole, senior vice president and national director of sales and consulting, Clauson will oversee AssetMark’s 40-strong internal sales and consulting team.

Clauson was latterly a vice president of advisory sales, and relationship and channel management, at Advent Software/Black Diamond. Prior to Advent, she held senior-level roles at Charles Schwab in the advisor and retail business lines, leading areas such as business integration, client experience and product management.