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Michael Sheinis Email & Phone Number

Finance & Banking and Risk Management & Insurance at AssetMark

Location: Charlotte, North Carolina, United States 2 work roles 3 schools

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✓ Verified May 2026 3 data sources Profile completeness 86%

Current company

AssetMark

Role

Finance & Banking and Risk Management & Insurance

Location

Charlotte, North Carolina, United States

Who is Michael Sheinis? Overview

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Quick answer

Michael Sheinis is listed as Finance & Banking and Risk Management & Insurance at AssetMark, based in Charlotte, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Michael Sheinis.

Michael Sheinis previously worked as Portfolio Operations Specialist at Assetmark and Client Relationship Associate at Vanguard. Michael Sheinis holds Bachelor'S Degree, Finance & Banking; Risk Management & Insurance from Appalachian State University.

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AssetMark

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Profile bio

About Michael Sheinis

Michael Sheinis is a Finance & Banking and Risk Management & Insurance at AssetMark.

Current workplace

Michael Sheinis's current company

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Assetmark

Finance & Banking and Risk Management & Insurance

Website

assetmark.com

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Company profile

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2 roles

Michael Sheinis work experience

A career timeline built from the work history available for this profile.

Portfolio Operations Specialist

Current

Assetmark

Concord, California, US

(Adhesion Wealth Advisor Solutions)
Collaborated on a conversions project for the $26B Schwab acquisition of TDAmeritrade creating ~16,500 new accounts
Developed securities allocation models resulting in optimized trading strategies forportfolios totaling ~$10.9 billion held in client funds
Managed and trained offshore team in India utilizing SQL to reconcile ~37,000portfolios
Reconciling positional and transaction breaks for investment accounts in Vestmark’ssystem to ensure accuracy and mitigate risk for ~36,500 account holdings

Mar 2023 - Present

Client Relationship Associate

Vanguard

Valley Forge, PA, US

Earned Securities Industry Essentials license, gaining expertise in industryterminology and securities products to enhance client experiences and interactions
Successfully managed a rigorous exam cycle, efficiently handling ~2,500 questionsand reading 400 pages in three weeks to attain Securities Industry Essentials license
Partnered with licensed investment professionals and teammates enhancingoptions training, notably resulting in ~15% increase in Series 7 practice exam scores

Jun 2022 - Sep 2022

Team & coworkers

Colleagues at AssetMark

Other employees you can reach at assetmark.com. View company contacts →

JC

James Chesnutt Colleague at Assetmark Phoenix, Arizona, United States, United States View → AH

Andrew Hart Colleague at Assetmark Bonney Lake, Washington, United States, United States View → SD

Shimjith Divakar Colleague at Assetmark Walnut Creek, California, United States, United States View → CA

Carolina Amor Colleague at Assetmark Concord, California, United States, United States View → MS

Mike Schullo Colleague at Assetmark Greater Phoenix Area, United States View → SF

Scott Friel, Bfa™ Colleague at Assetmark Omaha Metropolitan Area, United States View → RB

Ryan Byrne Colleague at Assetmark Omaha, Nebraska, United States, United States View → JR

Judy Robb Colleague at Assetmark Sarasota, Florida, United States, United States View → MC

Marisa Carreira Colleague at Assetmark Concord, California, United States, United States View → JL

Javan Lewis Colleague at Assetmark San Francisco Bay Area, United States, United States View →

3 education records

Michael Sheinis education

Bachelor'S Degree, Finance & Banking; Risk Management & Insurance

Appalachian State University

Bachelor Of Science In Business Administration, Finance & Banking; Risk Management & Insurance

Walker College Of Business At Appalachian State University

Education record

Ardrey Kell High School

FAQ

Frequently asked questions about Michael Sheinis

Quick answers generated from the profile data available on this page.

What company does Michael Sheinis work for?

Michael Sheinis works for AssetMark.

What is Michael Sheinis's role at AssetMark?

Michael Sheinis is listed as Finance & Banking and Risk Management & Insurance at AssetMark.

Where is Michael Sheinis based?

Michael Sheinis is based in Charlotte, North Carolina, United States while working with AssetMark.

What companies has Michael Sheinis worked for?

Michael Sheinis has worked for Assetmark and Vanguard.

Who are Michael Sheinis's colleagues at AssetMark?

Michael Sheinis's colleagues at AssetMark include James Chesnutt, Andrew Hart, Shimjith Divakar, Carolina Amor, and Mike Schullo.

How can I contact Michael Sheinis?

You can use AeroLeads to view verified contact signals for Michael Sheinis at AssetMark, including work email, phone, and LinkedIn data when available.

What schools did Michael Sheinis attend?

Michael Sheinis holds Bachelor'S Degree, Finance & Banking; Risk Management & Insurance from Appalachian State University.

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