Desireé Sii
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Desireé Sii Email & Phone Number

Wealth Management Executive | Driving Scale & Growth for Entrepreneurial Advisors & Enterprises | Results-Driven Leader at AssetMark
Location: Powell Butte, Oregon, United States 7 work roles
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✓ Verified July 2026 2 data sources Profile completeness 71%

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Current company
AssetMark
Role
Wealth Management Executive | Driving Scale & Growth for Entrepreneurial Advisors & Enterprises | Results-Driven Leader
Location
Powell Butte, Oregon, United States
Company size
640 employees

Who is Desireé Sii? Overview

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Desireé Sii is listed as Wealth Management Executive | Driving Scale & Growth for Entrepreneurial Advisors & Enterprises | Results-Driven Leader at AssetMark, a 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.

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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

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AssetMark
Assetmark
Wealth Management Executive | Driving Scale & Growth for Entrepreneurial Advisors & Enterprises | Results-Driven Leader
concord, california, united states
Website
assetmark.com
Employees
640
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Company profile
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7 roles

Desireé Sii work experience

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Vice President, Head Of Strategic Accounts

Current
Assetmark

Concord, California, United States

May 2024 - Present

Managing Director, Supervision And Controls

Charles Schwab
Sep 2014 - Feb 2015

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 →

KS Kezia Samuel, Cfa, Caia Kezia Samuel, Cfa, Caia Colleague at AssetmarkDenver, Colorado, United States View → PS Patrick Sullivan Patrick Sullivan Colleague at AssetmarkUnited States View → MC Megan Cass Megan Cass Colleague at AssetmarkAtlanta, Georgia, United States View → CA Carolina Amor Carolina Amor Colleague at AssetmarkConcord, California, United States View → CF Cindee Flinchbaugh Cindee Flinchbaugh Colleague at AssetmarkState College, Pennsylvania, United States View → JG Jordan Goliat Jordan Goliat Colleague at AssetmarkPhoenix, Arizona, United States View → WU William Upham William Upham Colleague at AssetmarkPhoenix, Arizona, United States View → JH Jamie Hazelton Jamie Hazelton Colleague at AssetmarkPhoenix, Arizona, United States View → CK Carlie Kruelle Carlie Kruelle Colleague at AssetmarkColorado Springs, Colorado, United States View → BH Bridget Haling Bridget Haling Colleague at AssetmarkDoyline, Louisiana, 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 Kezia Samuel, Cfa, Caia, Patrick Sullivan, Megan Cass, Carolina Amor, and Cindee Flinchbaugh.

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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