Vice President, Head Of Strategic Accounts
Current
May 2024 - Present
AeroLeads people directory · profile
Desireé Sii Email & Phone Number
Wealth Management Executive | Driving Scale & Growth for Entrepreneurial Advisors & Enterprises | Results-Driven Leader
at
AssetMark
LinkedIn matched
✓ Verified May 2026
2 data sources
Profile completeness 71%
Current company
Role
Wealth Management Executive | Driving Scale & Growth for Entrepreneurial Advisors & Enterprises | Results-Driven Leader
Location
Powell Butte, Oregon, United States
Company size
Who is Desireé Sii? Overview
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Quick answer
Desireé Sii is listed as Wealth Management Executive | Driving Scale & Growth for Entrepreneurial Advisors & Enterprises | Results-Driven Leader at AssetMark, a company with 640 employees, based in Powell Butte, Oregon, United States. AeroLeads shows a matched LinkedIn profile for Desireé Sii.
Desireé Sii previously worked as Vice President, Head of Strategic Accounts at Assetmark and President and CEO at Sagepoint Financial.
Company email context
Email format at AssetMark
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AssetMark
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Profile bio
About Desireé Sii
Accomplished growth-driver, executive, and advocate for independent financial advisors and wealth management enterprises across broker-dealer, hybrid, and RIA spaces.Comprehensive executive experience in Business Development, Supervision & Controls, and firm Finance & Operations leading to a wide breadth of knowledge and experience to deliver scalable, profitable, and efficient results.Strong commitment and ability to steer teams and advisors towards and during scaled growth through a strategic approach that includes profitability levers, efficiencies, and collaboration.
Current workplace
Desireé Sii's current company
Company context helps verify the profile and gives searchers a useful next step.
Assetmark
7 roles
Desireé Sii work experience
A career timeline built from the work history available for this profile.
President And Ceo
Jan 2021 - May 2024
Senior Vice President, Business Development
Feb 2015 - Jan 2021
Managing Director, Supervision And Controls
Sep 2014 - Feb 2015
Vice President, Supervision
Dec 2008 - Sep 2014
Vp, Operations And Compliance
Willamette Financial Group Llc
May 2003 - Dec 2008
Financial Advisor
Willamette Financial Group Llc
May 2003 - Dec 2008
Team & coworkers
Colleagues at AssetMark
Other employees you can reach at assetmark.com. View company contacts for 640 employees →
RW
Rob Walters
Colleague at Assetmark
Concord, California, United States, United States
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KQ
Kyle Quintero
Colleague at Assetmark
Walnut Creek, California, United States, United States
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BJ
Brad Jacobs
Colleague at Assetmark
Byron Center, Michigan, United States, United States
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CF
Cliff Fiore
Colleague at Assetmark
Greater Phoenix Area, United States
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EE
Erich Elleson
Colleague at Assetmark
Martinez, California, United States, United States
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CA
Chad Azara, Aif, Mba
Colleague at Assetmark
Charlotte Metro, United States, United States
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MK
Matt Knudson
Colleague at Assetmark
Waukesha, Wisconsin, United States, United States
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SD
Steven Dunmire
Colleague at Assetmark
Petersburg, Pennsylvania, United States, United States
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RG
Robert Graham
Colleague at Assetmark
Phoenix, Arizona, United States, United States
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CG
Connor Gutrich
Colleague at Assetmark
Phoenix, Arizona, United States, United States
View →
Rob Walters
Colleague at Assetmark
Concord, California, United States, United States
View →
KQ
Kyle Quintero
Colleague at Assetmark
Walnut Creek, California, United States, United States
View →
BJ
Brad Jacobs
Colleague at Assetmark
Byron Center, Michigan, United States, United States
View →
CF
Cliff Fiore
Colleague at Assetmark
Greater Phoenix Area, United States
View →
EE
Erich Elleson
Colleague at Assetmark
Martinez, California, United States, United States
View →
CA
Chad Azara, Aif, Mba
Colleague at Assetmark
Charlotte Metro, United States, United States
View →
MK
Matt Knudson
Colleague at Assetmark
Waukesha, Wisconsin, United States, United States
View →
SD
Steven Dunmire
Colleague at Assetmark
Petersburg, Pennsylvania, United States, United States
View →
RG
Robert Graham
Colleague at Assetmark
Phoenix, Arizona, United States, United States
View →
CG
Connor Gutrich
Colleague at Assetmark
Phoenix, Arizona, United States, United States
View →
FAQ
Frequently asked questions about Desireé Sii
Quick answers generated from the profile data available on this page.
What company does Desireé Sii work for?
Desireé Sii works for AssetMark.
What is Desireé Sii's role at AssetMark?
Desireé Sii is listed as Wealth Management Executive | Driving Scale & Growth for Entrepreneurial Advisors & Enterprises | Results-Driven Leader at AssetMark.
Where is Desireé Sii based?
Desireé Sii is based in Powell Butte, Oregon, United States while working with AssetMark.
What companies has Desireé Sii worked for?
Desireé Sii has worked for Assetmark, Sagepoint Financial, Charles Schwab, Royal Alliance Associates Inc, and Willamette Financial Group Llc.
Who are Desireé Sii's colleagues at AssetMark?
Desireé Sii's colleagues at AssetMark include Rob Walters, Kyle Quintero, Brad Jacobs, Cliff Fiore, and Erich Elleson.
How can I contact Desireé Sii?
You can use AeroLeads to view verified contact signals for Desireé Sii at AssetMark, including work email, phone, and LinkedIn data when available.
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