Carrie Hansen

Experience

• EVP, COO, President- Mutual FundsCurrent

  AssetMark

  Jul 2000 – Present

  Carrie Hansen is the Executive Vice President and Chief Operating Officer at AssetMark, where she leads the firm’s service and operations functions, including advisor service, trade operations, new business, account operations, and reporting. In addition, Carrie oversees all custodial relationships, including AssetMark Trust Company, where she serves as Chairman of the Board. She is also responsible for managing the integration strategy and execution process, ensuring that AssetMark and its acquired entities perform and operate together seamlessly to maximize enterprise value. Carrie also serves as President and Chairman of the Board of AssetMark’s proprietary mutual fund family, overseeing three fund trusts comprising 15 mutual funds for which AssetMark serves as adviser. Additionally, she is the President of AssetMark’s proprietary broker-dealer, AssetMark Brokerage, LLC. Carrie joined AssetMark in 2000 and has held several key leadership roles, including Chief Financial Officer, Chief Compliance Officer, and Chief Information Officer. Before joining AssetMark, she worked at Barclays Global Investors, where she led the Investment Operations Group in the Tokyo, Japan office. Carrie also spent several years as an audit manager at Coopers & Lybrand, LLC (now PwC). Carrie earned a Bachelor of Science in Business Administration from the University of California, Berkeley. She is a member of the American Institute of Certified Public Accountants and holds Series 6 and 26 licenses. "The postings and opinions on this site are my own and do not necessarily represent AssetMark’s position."

Education

• University of California, Berkeley, Haas School of Business — BS, Business Administration · 1988 – 1992

Skills