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Kian Rafia
Kian Rafia is no longer working at AssetMark. He is currently associated with Vestwell, based in Savoy.1 Previously, Rafia held the position of Senior Managing Director of Enterprise Sales and Distribution at AssetMark.2 He has over 20 years of experience leading strategic and transformational growth for wealth management firms.3
Rafia's career history includes:
- Vestwell: Current role (specific position not mentioned)1
- AssetMark Financial Holdings, Inc.: Senior Vice President, Head of Enterprise Sales and Distribution (April 2019 - Present as of May 2023)5
- Pardis LLC: Founder/CEO (dates not specified)5
Rafia has also held positions as Managing Director and Head of Vestwell Advisory.4 His expertise lies in the wealth management industry, focusing on strategic accounts and enterprise sales.23
Highlights
May 23 · reports.adviserinfo.sec.gov
[PDF] KIAN RAFIA - SEC.gov
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