Melissa Dastvarz in

Melissa Dastvarz

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Director, Legal, Compliance and Risk at AssetMark
📍 Oakley, California, United States

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.

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Experience
17 Years
Current Role
Director, Legal, Compliance and Risk
Job Level
Mid-senior
Location
Oakley, California, United States
Personality Overview

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Communication Style
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Priorities

Topics Melissa cares 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.
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Career

Work history

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

Media appearances

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

DISC profile (public)

DISC behavioral profile

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