Aaron Clark Email & Phone Number
Managing Director @ Mariner Wealth Advisors
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Aaron Clark Location
- Scottsdale, AZ, US
Aaron Clark Work
- 2019 - now Managing Director @
- 2011 - 2019 Managing Director, Institutional Investments @
- 2009 - 2011 VP, Tulsa Market Manager and Sr. Portfolio Manager @
- 2007 - 2009 VP, Asset Management @
- 2005 - 2007 Vice President and Director of Research @ Paragon Capital Advisors
- 2001 - 2005 Senior Auditor @ Public Accounting
Aaron Clark Education
- The University of Tulsa
BSBA, Magna Cum Laude, Accounting (Magna Cum Laude)
1997 - 2001
Aaron Clark Skills
- Investments
- Credit
- Asset Management
- Equities
- Fixed Income
- Banking
- Economics
- Financial Markets
- Financial Modeling
- High Net Worth Individuals
- Accounting
- Financial Services
- Portfolio Management
- Management
- Financial Analysis
- Asset Managment
- Equity Research
- Loans
- Mergers & Acquisitions
- Treasury Management
- Wealth Management
- Valuation
- Securities
- Credit Analysis
- Asset Allocation
- Cash Management
- Alternative Investments
- Series 7
- Strategic Financial Planning
- Commercial Banking
- Mutual Funds
- Bloomberg
- Commercial Lending
- Data Analysis
- Project Management
- Matlab
- Mergers and Acquisitions
Aaron Clark Summary
- Aaron Clark, based in Scottsdale, AZ, US, is currently a Managing Director at Mariner Wealth Advisors. Aaron Clark brings experience from previous roles at BOK Financial, JPMorgan and Paragon Capital Advisors. Aaron Clark holds a 1997 - 2001 BSBA, Magna Cum Laude, Accounting in Magna Cum Laude @ The University of Tulsa. With a robust skill set that includes Investments, Credit, Asset Management, Equities, Fixed Income and more. Aaron Clark has 2 emails and 2 mobile phone numbers on RocketReach.
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