CONCORD, CA
Total Insiders
24
Active leadership & owners
Board Directors
10
Governing body
Corporate Officers
11
Executive management
10%+ Owners
4
Major shareholders
Active Insiders
24
Currently serving
Former Insiders
0
Past roles
| Name & Role | Position | Tenure | Holdings |
|---|---|---|---|
ASSETMARK HOLDINGS LLC 10% Owner | — | Since Jul 2019 | — |
HUATAI INTERNATIONAL FINANCIAL HOLDINGS CO LTD 10% Owner | — | Since Jul 2019 | — |
HUATAI INTERNATIONAL INVESTMENT HOLDINGS LTD 10% Owner | — | Since Jul 2019 | — |
HUATAI SECURITIES CO., LTD. 10% Owner | — | Since Jul 2019 | — |
BHAGAT ROHIT Director | — | Since Jul 2019 | — |
GOLDMAN CHARLES G DirectorOfficer | President and CEO | Since Jul 2019 | — |
GUINN PATRICIA LYNN Director | — | Since Jul 2019 | — |
JIAO XIAONING Director | — | Since Apr 2020 | — |
LIN BRYAN Director | — | Since Jul 2019 | — |
LIU XIAODAN Director | — | Since Jul 2019 | — |