Vincent Gimarelli Email & Phone Number

Concord, California, US

AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. We aim to provide advisors with compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best and offering a comprehensive suite of investment.

VisionAdvocacyExpertiseEngagements with Registered Investment Advisors, Private Equity Firms, Management Consultancy Firms and Private Investors in the Wealth Management and RIA sector.*RIA Market Trends and Valuation *RIA Differentiation and Strategy*RIA Recruiting and lead development. Identifying and sourcing the best firm for your merger or acquisition.

Bend, OR, US

Select Engagement with ASI, a Pacific Northwest boutique wealth management firm.* Leading ASI Wealth Management in evaluating and enhancing referral partnership expansion opportunities and strategic initiatives throughout the Northwest* Designing, tailoring and implementing financial planning and investment management solutions for select families.

Denver, Colorado, US

Direct Report to Mercer Advisors, Vice-Chairman M&A. Managed RIA M&A Team deal activity - Lead identification and sourcing through deal close. Partnership with Mercer M&A Integration Team and HR Director to prioritize and identify integration needs to ensure a successful introduction and integration for acquired firm's clients, employees and principals..

Seattle, WA, US

Managing Director level wealth management role focused on HNW business development, planning and client advocacy. Extensive experience at navigating and constructing traditional and private market investment solutions for clients. *Wealth Management practice represented approximately 110 clients / $175 Million AUM through self-sourced and referral program.

New York, NY, US

Regional sales role dedicated to the growth of Alger's market share and brand recognition with registered investment advisors, bank trust teams and retirement plan providers throughout the Western United States.*Tailored discussions and presentations to clients, prospects and professional relationships including: Alger's investment philosophy, legacy.

Chicago, IL, US

Director of the international business development initiatives of a $35 Billion registered investment advisor.*Expertise navigating family office professional organizations and ultra-high net-worth client organizations including Campden/IPI, Family Office Exchange and M Financial Group*Key Employee Team Construction and Strategy Planning for Family Office.

Bellevue, WA, US

Managed all areas of marketing and sales growth for registered investment advisor including Territory Management, Asset Growth, Corporate Branding, Strategic Acquisitions, Client Account Management, Client Retention and Sales Team Management.*Extensive Growth of Referral Channel Business Through Schwab and Professional Relationships*89% increase in.

Westlake, Texas, US

Charles Schwab Investment Management Services - Senior Sales Manager (Pacific NW)Successful development, implementation and management of a regional sales plan designed to increase financial consultant and client engagement in Schwab’s advised offers and improve client retention.*Managed ETF introduction for the NW and served as a subject matter expert for.