Katie Sundgren's Colleagues at AssetMark
Katie Sundgren's Contact Details
HQ
800-822-4227
800-822-4227
Location
Walnut Creek,California,United States
Walnut Creek,California,United States
Company
AssetMark
AssetMark
Katie Sundgren's Company Details
AssetMark's platform empowers advisors to provide the highest level of service possible to their clients. We provide financial advisors with innovative solutions, insightful guidance, and our undivided attention. Our company's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. Whether that's through compelling technology that facilitates a better client experience, consulting services that ensure an advisor's business is running at its best, or offering a comprehensive suite of investment solutions.
Frequently Asked Questions about Katie Sundgren
Katie Sundgren currently works for AssetMark.
Katie Sundgren's role at AssetMark is Compliance Specialist with AssetMark.
Katie Sundgren's email address is ***@assetmark.com. To view Katie Sundgren's full email address, please signup to ConnectPlex.
Katie Sundgren works in the Financial Services industry.
Katie Sundgren's colleagues at AssetMark are Morgan Dyra, Jeanette Hanfling, Adrienne Belmont, Shriram Kannusami, Michael Kim, Connor Gutrich, Shane Chareonchump and others.
Katie Sundgren's phone number is 800-822-4227