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 solutions.Initiatives:*Expanding AssetMark's M&A strategy and execution with RIA partners*Leading and elevating relationships between AssetMark and Registered Investment Advisors*Empowering and collaborating with RIAs to enhance their growth, competitiveness, and success

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 goals - tailored to region, firm culture, investment philosophy and firm size.*RIA Deal Structure Guidance and P/L Review - Defining the process and identifying opportunities and challenges*RIA firm analysis including structure, team expertise and development, client analysis, corporate culture assessment and advisement*Optimizing RIA efficiencies, talent and key performance indicators (KPIs)*Evaluating and Advising on Custodial Referral Programs (Schwab Advisor Network)*Team focused relationships with Principals, Investment Bankers and Legal Representatives regarding defined deal flow procedures including LOI, APA, deal review and integration recommendationsLeadership and advice regarding all areas of the future vision of combined entities including:*Client Experience*Client Communication and marketing regarding value proposition of newly formed entity*Employee Experience, Skill Management and Employee Development Plans*New Partnership Evaluations - Opportunities and Overcoming potential challenges*Prioritization of Integration Needs*Client segmentation*New Client Development and Custodial Referral Program Expertise (Schwab Advisor Network)*On-site management and engagement with new acquisition partners

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, corporations and individuals with complex wealth management needs

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. *Recruitment of new leads, cultivating existing leads and partnering with RIAs to explore Mercer Advisor's value proposition*Engaging RIA Principals, Employees and Clients through deal closing - LOI, APA, conversion and client and employee retention priorities*Analysis and Assessment of target acquisition and Mercer Advisors cultural synergy and fit*Comprehensive management of M&A pipeline*Recommended and implemented team composition of senior level Mercer management professionals to participate and/or facilitate (as needed) with prospects throughout the sales cycle and close of deal*Represented Mercer Advisors as a key contributor within the M&A team - relationships extending to Industry-Leading Investment Bankers, Consultants, BDs, Asset Managers and RIA / Family Office Networking Organizations*Approximately 20 + deals in either active (late-stage near-close) or closed status during Mercer tenure

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 relationship development*Schwab Advisor Network - Managed and expanded key custodial referral program, Schwab Advisor Network (geographic, branch, professional relationship and client expansion)

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, investment process, strategies, brand and value*Proactive partnership and collaboration with senior professionals of Alger's portfolio management team during select RIA business development initiatives and meetings*Presentation of investment vehicles including Mutual Funds, Private Fund, Separately Managed Accounts and Unified Managed Accounts

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 and UHNW Engagements - Sales initiatives totaled over $400 Million in converted assets*Development, revision and distribution of deliverables and business standards - includes RFPs, presentations and proposals*Proactive and comprehensive engagement with CTC and BMO Executive level team members*Developed, organized and managed CTC's inaugural client event. Approximately 20 percent of CTC's client base participated - Respondents' Feedback: 100% would recommend CTC Consulting.*Partnership with Chief Compliance Officer in ongoing monitoring and adherence to CTC's sales and marketing compliance standards

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 referral channel asset conversions (H1 2010)*Earned 42% of regional matrix referrals vs. competing firms (through Q2/2010)*Managed media redesign and optimized and enhanced EG brand standards*Extensive networking with industry professionals to incorporate best practices to existing EG business model

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 ETF rollout - included FC practice management consultations, sales training sessions and leveraging internal and external partners to increase sales effectiveness*Over $20 Billion in advised sales (2009)*IMS Sales Team results were over 120% of goalSchwab Institutional Sales and Advisor Services - Senior Relationship Manager (Nor Cal / PNW)Demonstrated success in regional sales, relationship management and regional brand management. Results focused role was dedicated to supporting the success of the Schwab Advisor Network (SAN) through effective partnership between SAN RIAs, Schwab Executives, Branch Managers and Financial Consultants.*Achieved $1 Billion in SAN assets (115% of 2008 regional sales goal)*55% + increase in SAN referrals and conversions (2008 vs. 2007 - Northern California / Pacific NW Region)*Successful collaboration with 35 key Schwab Institutional RIA clients. Includes developing each SAN Advisor's unique value proposition, resolution management and mediation, designing customized marketing plans and implementing sales goals to ensure the SAN Advisor's successSchwab Brokerage and Schwab Bank - Vice-President, Financial Consultant*Regional client management of HNW and UHNW Private Investors, Corporations and Family Offices