The estimated Net Worth of Esi Minta Jacobs is at least $2.94 million dollars as of 10 June 2024. Ms. Jacobs owns over 2,529 units of Assetmark Inc stock worth over $2,352,834 and over the last 5 years she sold AMK stock worth over $582,649. In addition, she makes $0 as Executive Vice President Project Management and Human Resources at Assetmark Inc.
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Ms. Jacobs AMK stock SEC Form 4 insiders trading
Esi has made over 7 trades of the Assetmark Inc stock since 2020, according to the Form 4 filled with the SEC. Most recently she sold 2,529 units of AMK stock worth $86,998 on 10 June 2024.
The largest trade she's ever made was selling 6,000 units of Assetmark Inc stock on 17 May 2023 worth over $168,720. On average, Esi trades about 2,070 units every 148 days since 2020. As of 10 June 2024 she still owns at least 66,766 units of Assetmark Inc stock.
You can see the complete history of Ms. Jacobs stock trades at the bottom of the page.
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Esi Minta-Jacobs biography
Esi Minta-Jacobs serves as Executive Vice President Project Management and Human Resources of the Company. Ms. Minta-Jacobs joined our company in 2015 and has served as our head of Project Management and Human Resources since March 2020, prior to which she served as our Project Management Office Leader. Prior to joining our company, Ms. Minta-Jacobs served as Senior Vice President at Wells Fargo & Company (2003 – 2015), overseeing international operations project delivery, and as Partner Integration Manager at PeopleSoft, Inc (1999 – 2003). She previously held management consulting roles at Grant Thornton International and PricewaterhouseCoopers (formerly Coopers & Lybrand) (1995 – 1999). Ms. Minta-Jacobs holds a Bachelor of Science in Business Administration with a concentration in Accounting and Management Information Systems from Northeastern University.
How old is Esi Jacobs?
Esi Jacobs is 48, she's been the Executive Vice President Project Management and Human Resources of Assetmark Inc since 2020. There are 21 older and 1 younger executives at Assetmark Inc. The oldest executive at Assetmark Financial Holdings Inc is Patricia Guinn, 65, who is the Independent Director.
What's Esi Jacobs's mailing address?
Esi's mailing address filed with the SEC is C/O ASSETMARK FINANCIAL HOLDINGS, INC., 1655 GRANT STREET, 10TH FLOOR, CONCORD, CA, 94520.
Insiders trading at Assetmark Inc
Over the last 21 years, insiders at Assetmark Inc have traded over $2,020,072,871 worth of Assetmark Inc stock and bought 9,039,303 units worth $223,586,974 . The most active insiders traders include Securities Co., Ltd.Huatai ..., Corp Avx et Charles G Goldman. On average, Assetmark Inc executives and independent directors trade stock every 41 days with the average trade being worth of $13,647,324. The most recent stock trade was executed by Securities Co., Ltd.Huatai ... on 5 September 2024, trading 50,873,799 units of AMK stock currently worth $1,793,301,415.
What does Assetmark Inc do?
assetmark is a leading independent provider of innovative investment and consulting solutions serving financial advisors. we provide investment, relationship and practice management solutions that advisors use to help clients achieve their investment objectives and life goals. our relentless service ethic and robust client relationship support set us apart. our offering is flexible to suit each advisor's vision for working with clients and growing their practice. assetmark, inc. has more than $36 billion in combined assets on its platform and a history of innovation spanning over 20 years. for more information, visit www.assetmark.com. disclosure: posts are not a solicitation for investment and are not intended as legal or compliance advice. individual investors should consult with their financial advisors, and qualified tax advisors, before making any investment decisions. financial advisors should always consult with their own legal and compliance departments, regarding regulatory an
What does Assetmark Inc's logo look like?
Complete history of Ms. Jacobs stock trades at Assetmark Inc
Assetmark Inc executives and stock owners
Assetmark Inc executives and other stock owners filed with the SEC include:
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Charles Goldman,
President, Chief Executive Officer, Director -
Charles George Goldman,
Consultant -
Jeremiah Chafkin,
Executive Vice President, Chief Investment Officer -
Michael Kim,
Executive Vice President, Chief Client Officer -
Jeremiah Harrison Chafkin M.B.A.,
Exec. VP, Chief Investment Officer & Vice Chairman of Investments -
H. Michael Kim,
Pres & Chief Client Officer -
Natalie Grace Wolfsen,
CEO & Director -
Patricia Guinn,
Independent Director -
Rohit Bhagat,
Independent Director -
Taylor Hamilton,
Head of Investor Relations -
Yi Zhou,
Director -
Ying Sun,
Director -
Bryan Lin,
Director -
Natalie Wolfsen,
Executive Vice President, Chief Solutions Officer -
Esi Minta-Jacobs,
Executive Vice President Project Management and Human Resources -
Ted Angus,
Executive Vice President, General Counsel -
Mukesh Mehta,
Executive Vice President, Chief Information Officer -
Carrie Hansen,
Chief Operating Officer, Executive Vice President -
Gary Zyla,
Chief Financial Officer, Executive Vice President -
Xiaoning Jiao,
Chairman of the Board -
Michael Joel Abelson C.F.A., CFA,
Exec. VP of Corp. Devel. -
Christian L. Chan C.F.A., CFA,
Chief Investment Officer -
Dr. Jason Terrance Thomas C.F.A., CFA, Ph.D.,
Chief Investment Officer -
Gary G. Zyla,
Exec. VP & CFO -
Tamara N. Bohlig,
Chief Marketing Officer -
Ted F. Angus J.D.,
Exec. VP & Gen. Counsel -
Taylor John Hamilton C.F.A.,
Head of Investor Relations -
Mukesh Mehta,
Exec. VP & Chief Information Officer -
Kian Rafia,
Sr. Managing Director of Strategic Accounts -
Carrie Ellen Hansen CPA,
Exec. VP, COO & Pres Mutual Funds -
Joseph M Velli,
Director -
John Hahn,
SVP, Finance & Reporting (PAO) -
Chester E Spence,
Director -
Stuart P Litt,
Director -
Thomas Volpe,
Director -
Dov S Bacharach,
Director -
Corp Avx,
10% owner -
Robert Grossbach,
Vice President -
O Julian Garrard,
Director -
Kathleen M Kelly,
Vice President, Administration -
William Johnson,,
Vice President, Sales -
Judah Wolf,
V.P., Thin Film Products -
Victor Insetta,
President,Director & CEO -
David B Ott,
Sr. V.P.- NY Operations -
Richard Monsorno,
Sr. Vice President, Technology -
Andrew R Perz,
Vice President, Controller -
Stephen Beyel,
Sr. Vice President, Sales -
Harrison Tarver,
Vice President, Quality -
Securities Co., Ltd.Huatai ...,
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Joel David Jr Mc Natt,
EVP, Investment Solutions