Alicia Reed

Alicia Reed possesses extensive experience in the financial services industry, particularly in business analysis and customer service roles. Currently serving as a Business Analyst at AssetMark since July 2014, Alicia leads process and technology change initiatives in collaboration with senior executives and various teams. Previously, as the New Business Team Leader at AssetMark Trust Co, Alicia trained and motivated a team to enhance client engagement and retention. Earlier roles include Senior New Business Case Manager at Genworth Financial and Registered Sales Assistant at Wells Fargo, where Alicia supported financial advisors and managed account services. Alicia's career commenced at Charles Schwab as a Client Services Specialist II, where operational efficiency and client account compliance were key responsibilities. Educational background includes attendance at Renton Technical College and Rio Salado College.