Mukesh Mehta
Chief Tech/Sci/R&D Officer at ASSETMARK FINANCIAL HOLDINGS, INC.
Net worth: 11 M $ as of 2024-03-30
Profile
Mukesh Mehta is currently the Chief Information Officer & Executive VP at AssetMark Financial Holdings, Inc. He previously held positions as VP-Finance & Corporate Administration Technology at The Charles Schwab Corp., Chief Information Officer at TD Ameritrade, Inc., Chief Information Officer & Senior Vice President at Schwab Institutional, and Chief Information Officer at Cetera Financial Group, Inc. He also worked as VP-Defined Contribution & Participant Services at Bankers Trust & Co. and as an Investment Account Manager at Er Keller & Co. Mr. Mehta received an undergraduate degree from Rutgers State University of New Jersey.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2023-06-08 | 313,670 ( 0.42% ) | 11 M $ | 2024-03-30 |
Mukesh Mehta active positions
| Companies | Position | Start |
|---|---|---|
| ASSETMARK FINANCIAL HOLDINGS, INC. | Chief Tech/Sci/R&D Officer | 2016-12-31 |
Former positions of Mukesh Mehta
| Companies | Position | End |
|---|---|---|
Cetera Financial Group, Inc.
 Cetera Financial Group, Inc. Investment ManagersFinance Cetera Financial Group Inc. engages in the provision of brokerage and advisory services for financial professionals and institutions. Its portfolio of products include mutual funds, life insurance, stocks, bonds, fixed and variable annuity products, estate planning, college education planning, and cash management accounts. The company is headquartered in El Segundo, CA. | Chief Tech/Sci/R&D Officer | 2017-08-15 |
TD Ameritrade, Inc.
 TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. | Chief Tech/Sci/R&D Officer | 2012-12-31 |
Schwab Institutional
 Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a private company that provides financial advisory services. The company is based in Chicago, IL. | Chief Tech/Sci/R&D Officer | 2007-12-31 |
| CHARLES SCHWAB | Corporate Officer/Principal | 2001-12-31 |
Bankers Trust & Co.
 Bankers Trust & Co. Investment Trusts/Mutual FundsMiscellaneous Part of Deutsche Bank AG, Bankers Trust & Co. is a private company that provides trust services. The company is based in New York, NY. | Corporate Officer/Principal | 1998-12-31 |
Training of Mukesh Mehta
| Rutgers State University of New Jersey | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 2 |
|---|---|
| CHARLES SCHWAB | Finance |
| ASSETMARK FINANCIAL HOLDINGS, INC. | Finance |
| Private companies | 5 |
|---|---|
TD Ameritrade, Inc.
TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. | Finance |
Schwab Institutional
Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a private company that provides financial advisory services. The company is based in Chicago, IL. | Finance |
Bankers Trust & Co.
Bankers Trust & Co. Investment Trusts/Mutual FundsMiscellaneous Part of Deutsche Bank AG, Bankers Trust & Co. is a private company that provides trust services. The company is based in New York, NY. | Miscellaneous |
Cetera Financial Group, Inc.
Cetera Financial Group, Inc. Investment ManagersFinance Cetera Financial Group Inc. engages in the provision of brokerage and advisory services for financial professionals and institutions. Its portfolio of products include mutual funds, life insurance, stocks, bonds, fixed and variable annuity products, estate planning, college education planning, and cash management accounts. The company is headquartered in El Segundo, CA. | Finance |
| Er Keller & Co. |
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