Vickie Lewin

Vickie Lewin has a diverse work experience spanning several companies in the financial industry. Vickie is currently working as the Chief Client Success Officer at AssetMark, a role they started in November 2021. In this position, they are responsible for overseeing client success and managing a team of 8 Regional Consultants. Prior to this, Vickie held the position of Senior Vice President at AssetMark from January 2001 to November 2021. In this role, they directed sales and consulting activities, managed over $4B in annual sales growth, and assisted with investment management consulting and client relationship management. Before joining AssetMark, Vickie worked as the New England Regional Consultant at AssetMark from January 2001 to October 2007, where they developed relationships with advisors and helped them outsource investment management. Additionally, Vickie has experience working as the Director of Institutional Sales at FundQuest from June 2000 to January 2001, and as the VP of Relationship Management at Investment Advisory Network from May 1995 to June 2000. Vickie started their career as a Relationship Manager at Portfolio Management Consultants from May 1992 to June 1995.

Vickie Lewin received their Bachelor of Arts (BA) degree in English and Communications from The Ohio State University. Vickie attended the university from 1986 to 1989, completing their undergraduate education within this period.