Maurice Fogel
Senior Gold Relationship Manager
- Role
- Senior Gold Relationship Manager, Advisor Services at AssetMark
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Maurice Fogel
Relationship manager with a long history of helping financial advisors navigate products, platforms, and client needs with clarity. Known for steady judgment, practical insight, and clear communication that advisors can use right away.I’ve supported teams through changing markets and evolving client expectations, always focused on making advisors’ work easier and building trust through reliable service. I bring deep industry knowledge, a calm presence, and a commitment to keeping things moving smoothly. Specialties:Customer care, Client Service and Relationship Management. Problem resolution and diffusing escalation.Investment guidance. Training, coaching and employee development. Experienced leadership professional. Stock Market Expertise. Brokerage operations. FINRA Ser 7, 8 (9, 10), 63
Experience
Senior Gold Relationship Manager, Advisor Services
Apr 2025 — Present · Phoenix, AZ, US
Education
Thunderbird School of Global Management
Certificate, Global Leadership & Finance
2003 — 2003
Skills
- Financial Services
- Securities
- Series 7
- Risk Management
- Investments
- Relationship Management
- Trading
- Leadership
- Management
- Coaching
- Customer Service
- Mutual Funds
- Series 63
- Wealth Management
- Finra
- Stock Market
- Business Development
- Client Services
- Customer Relations
- Client Service
- Customer Escalation Management
- Fair Credit Reporting Act
- Customer Relationship Management (Crm)
- Securities Regulation
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