AeroLeads people directory · profile
Mark Wickersham Email & Phone Number
Director of Strategic Partnerships
at
Asseta AI
1 work email found
@asseta.ai
3 phones found area 617, 516, and 800
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Director of Strategic Partnerships
Location
Greater Boston, United States, United States
Company size
Who is Mark Wickersham? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Mark Wickersham is listed as Director of Strategic Partnerships at Asseta AI, a company with 14 employees, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at asseta.ai, phone signal with area code 617, 516, 800, and a matched LinkedIn profile for Mark Wickersham.
Mark Wickersham previously worked as Founder at The Wealthtech Advisor and SVP, Strategic Marketing & Business Development at Risclarity. Mark Wickersham holds B.S., Economics And Finance from Southern New Hampshire University.
Company email context
Email format at Asseta AI
This section adds company-level context without repeating Mark Wickersham's masked contact details.
{first}@asseta.ai
89% confidence
AeroLeads found 1 current-domain work email signal for Mark Wickersham. Compare company email patterns before reaching out.
Profile bio
About Mark Wickersham
The ideas, views and opinions expressed in my LinkedIn posts and profile represent my own views and not those of any of my current or previous employer or LinkedIn.My career has been at the intersections of technology & wealth management and product and marketing. I am responsible for business development and marketing at Risclarity and growing our presence in the family wealth space.
Listed skills include Product Management, Financial Services, Product Development, Management, and 22 others.
Current workplace
Mark Wickersham's current company
Company context helps verify the profile and gives searchers a useful next step.
Asseta Ai
16 roles · 34 years
Mark Wickersham work experience
A career timeline built from the work history available for this profile.
Founder
Svp, Strategic Marketing & Business Development
CurrentRisclarity fills in the technology gaps family wealth firms face when serving the complex needs of ultra-high net worth individuals and families. We enable firms to simplify complexity so they can scale efficiently and securely.
May 2024 - Present
Senior Vice President, Marketing & Business Development
Oct 2023 - May 2024
Vp, Business Development, Partnerships & Brand Management
As a member of the leadership team at AgilLink I am responsible for growth. This includes business development and go to market strategy in family wealth, ecosystem activation and COI enablement, pricing and brand management.
Apr 2021 - Sep 2023
Vp, Marketing & Business Development
Oct 2019 - Mar 2021
Vp, Business Development - Family Wealth
AgilLink (formerly known as Datafaction) serves the needs of family offices, business managers and sport management firms that offer pay bill and client accounting. We enable firms to securely scale their bill pay and client accounting operations while adding more control. AgilLink is an RBC company and is an affiliate of City National Bank, Member FDIC.
Sep 2018 - Oct 2019
Senior Consultant
Provide strategy, operations and technology consulting to wealth management and family office marketplaces.
Apr 2018 - Aug 2018
Implementation Consultant - Multi-Asset Accounting & Performance
Onsite implementation manager for Broadridge's multi-asset class accounting, performance measurement and client reporting for family offices, wealth managers and asset managers.Managed the implementation, coordinated resources to execute on reporting and system improvements and meeting key mile stones. Identify and implemented improvements ensuring the.
Sep 2016 - Dec 2017
Senior Product Manager
Apr 2015 - Jun 2016
General Manager, Institutional Investor Vertical
Responsible for business development and product management for Netage Solutions' institutional investor (asset allocators) vertical.Built sales and sales support organization. Determined territory assignments, managed and monitored sales pipeline and was significantly involved in larger, more strategic deals. Worked closely with Marketing department on.
Jul 2013 - Jan 2015
Director Of Product Management & Strategy
Byallaccounts
Responsible for product strategy, management and product marketing. Determine product positioning, market segmentation and pricing. Focused on creating product and market strategies that will drive future growth and increased profitability.Developed new product development process and decision making framework. Guide strategic planning process to determine.
Oct 2011 - Jun 2013
Senior Consultant
Worked with high net worth individuals, single and multi-family offices, and institutions in regards to people, process and technology. Primary areas of expertise in strategy and technology.
Jan 2008 - Sep 2011
Senior Director, Technology Product Management
Technology Product Manager for Fidelity's Registered Investment Advisor (RIA) and Family Office Services business units.Fidelity Family Office Services:Employee #12 helping to launch Fidelity Family Office focused business unit. Responsibilities and accomplishments included:- Working closely with family offices to understand their technology and operations.
Apr 1998 - Jan 2008
Account Manager
Managed overall relationship for multiple technology products including portfolio management and trade order management software. Clients included global asset managers, national wealth management firms and regional family offices.- Worked in European office (London) for six months developing and mentoring a new account management team.
1993 - 1998
~5 yrs
Account Manager
1992 - 1992
2 education records
Mark Wickersham education
B.S., Economics And Finance
Southern New Hampshire University
Education record
Professional Development
FAQ
Frequently asked questions about Mark Wickersham
Quick answers generated from the profile data available on this page.
What company does Mark Wickersham work for?
Mark Wickersham works for Asseta AI.
What is Mark Wickersham's role at Asseta AI?
Mark Wickersham is listed as Director of Strategic Partnerships at Asseta AI.
What is Mark Wickersham's email address?
AeroLeads has found 1 work email signal at @asseta.ai for Mark Wickersham at Asseta AI.
What is Mark Wickersham's phone number?
AeroLeads has found 3 phone signal(s) with area code 617, 516, 800 for Mark Wickersham at Asseta AI.
Where is Mark Wickersham based?
Mark Wickersham is based in Greater Boston, United States, United States while working with Asseta AI.
What companies has Mark Wickersham worked for?
Mark Wickersham has worked for Asseta Ai, The Wealthtech Advisor, Risclarity, Eton Solutions Lp, and Agillink.
How can I contact Mark Wickersham?
You can use AeroLeads to view verified contact signals for Mark Wickersham at Asseta AI, including work email, phone, and LinkedIn data when available.
What schools did Mark Wickersham attend?
Mark Wickersham holds B.S., Economics And Finance from Southern New Hampshire University.
What skills is Mark Wickersham known for?
Mark Wickersham is listed with skills including Product Management, Financial Services, Product Development, Management, Portfolio Management, Product Marketing, Strategy, and Investments.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial