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AssetMark Creates Senior Role Overseeing Sales Strategy, Operations
Eliane Chavagnon
25 April 2014
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.