Finding your purpose with Natalie Wolfsen Episode 62
Episode Summary
In this episode, Christine speaks with Natalie Wolfsen, chief executive at AssetMark, for a discussion about purpose and how women can create meaning in their work while reaching for top C-suite positions. Natalie leads the strategic vision for the firm, which encompasses its platform of curated investment and technology solutions, business consulting and operations support, and strategic acquisitions that serve the best interests of financial advisors and their investors. AssetMark is one of the largest fintech companies in the industry, leveraging technology to fuel its mission to help financial advisers make a difference in the lives of their clients.
Episode Notes
Episode Notes
- We discuss:
- How to find purpose in your career and create meaning through your work when you are feeling stagnant.
- Natalie’s journey — challenges and accomplishments — in becoming the CEO of AssetMark.
- Natalie’s tips and tricks on what it takes to be a female CEO.
- The increasing importance of tech in financial services, including advice for women considering getting into fintech and just tech.
Resources: InvestmentNews | Christine Shaw |AssetMark | Natalie Wolfsen
Guest Bio:
Natalie is the chief executive officer of AssetMark. She leads the strategic vision for the firm, which encompasses its platform of curated investment and technology solutions, business consulting and operations support, and strategic acquisitions that serve the best interests of financial advisors and their investors. Natalie also serves on the the board of directors for the CFP Board and has been featured in CNBC, Barron’s, ThinkAdvisor, FA Magazine, Financial Advisor IQ, RIA Intel, and InvestmentNews. Previously Natalie was chief solutions officer at AssetMark. Before joining the firm, she held several leadership positions, including head of marketing for New York-based asset manager First Eagle Investment Management, and head of product management and development at Pershing. She also spent several years at Charles Schwab in product development, marketing, and strategy roles. Natalie earned a master’s of business administration from University of California, Los Angeles – The Anderson School of Management, and a bachelor of arts degree from the University of California, Berkeley.
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