Melissa Dastvarz

Observer
DISC Type : ci

Director, Legal, Compliance and Risk at AssetMark

Oakley, California, United States

Overview

Melissa Dastvarz is the Director of Legal, Compliance and Risk at AssetMark, where she has progressed through multiple roles. She specializes in compliance regulations and policies, leveraging a Bachelor of Science from California State University-Dominguez Hills. She actively participates in industry events like the FSI OneVoice conference.

Melissas professional interests extend to key areas within the wealth management sector. She has engaged with content and discussions surrounding retirement planning, aligning with her companys focus and her extensive experience in the financial services industry.

She was recently promoted to her Director position, a key milestone in her career at AssetMark.

Personality Overview

Assertive

Curious

Value Driven

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They are generally good communicators and can be hard to convince. They often ask many questions and rely heavily on information and documentation.

Topics They Care About

Legal and Compliance
Her entire career at AssetMark has been focused on legal and compliance, rising from an analyst to a director in the field.
Risk Management
Her current title explicitly includes Risk, indicating it's a primary area of her professional responsibility and expertise at AssetMark.
Financial Services Regulation
Attends financial services industry conferences, such as FSI OneVoice, to stay current on regulatory and compliance topics.

Media Appearances

Melissa has no verified media appearances

Work History

8-2025
Director, Legal, Compliance and Risk at AssetMark
5-2022 - 8-2025
Manager, Legal and Compliance Shared Services at AssetMark
9-2019 - 6-2022
Compliance Project Analyst at AssetMark
10-2015 - 9-2019
Project Manager at Insight Wealth Strategies
10-2014 - 1-2016
Bookkeeper at At Home with Baystone

Education

2007 - 2012
Bachelor of Science (B.S.) from California State University-Dominguez Hills
2004 - 2007
Education details unavailable from San Ramon Valley High School

More Information

Social Presence :

Prographics :

Exp : 17 Location : Oakley, California, United States Job Level : Mid-senior Designation : Director, Legal, Compliance and Risk at AssetMark
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Insights For Selling To Melissa

During A Call Or A Meeting

DO's

  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Build rapport, it will come handy to handle hard questions later
  • Share testimonials from known people and give multiple examples of product value

DONT's

  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t rely excessively on your relationship with them to win the deal
  • Avoid making offhand commitments

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Melissa is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Melissa

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Melissa move?

  • They like to be detailed and take their time to arrive at decisions.
  • Can Melissa take some risk or not?

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And Melissa

Personality Compatibility


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