People
Chief Executive Officer
Who is Charles Goldman?
Office with most Sales people
What is Chicago?
President's Club location this year
What is Cabo?
Tool that allows you to create/compare/plan
Investment Minimum for Doubleline Cape
Chief Operating Officer
Who is Carrie Hansen?
Location of Assetmark Chicago before 22nd floor
What is the 8th floor?
Location of NSM this Fall, that may or may not have been cancelled
What is Napa Valley?
Number of times the Monte Carlo Simulation is ran for Guided Income Solutions
What is 1000?
Company that Assetmark based our name off of
ARAMARK
Owner of the Caderet Grant BD Relationship
Kurt Anders
What is Kona Gold?
Just purchased by Assetmark
What is OBS?
Point of contact for AMP- Vestmark training
Book #1 from Assetmark Book Club
What is What Got You Here Won't Get You There?
This person coined the name, STD, when referencing the Charles Schwab & TDA merger.
Who is Tom McCarthy?
What is 94520?
IPO Date
What is July 18th?
Tool used for Business Segmentation
What is the Client Opportunity Review Tool/ CORT?
Number of Regional Consultants.
Bonus if you can name them all.
What is 22?
Eric Burkhardt, Phil Manning, Keith Stempel, Bill McGowan, Aaron Jones, Jeff Bridge, Frank Maggiora, Shane Gentry, Sara Paulson, Jared Poertner, Eric Schreiner, Chris Randal, Scott Bolin, Alexe Rodopoulos, Keith Girand, John Starnes, Michael Begeley, Tom Steinle, Matt Liamero, Nora Gillis, Dylan Schlott, Shane Chareonchump
Address of our Atlanta Office
What is 101 Marietta Street?
Location of the next Leadership Advantage Program Meeting
What is virtual/ Zoom?
Inception date of Wealthbuilder
What is March 1, 2018?
Territory that Vickie Edwards covered as an RC
What is New England?