Cathy Clark Email & Phone Number
Enrolled Agent @ Bean Counters & Associates
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Cathy Clark Location
- Gilbert, AZ, US
Cathy Clark Work
- 2026 -now Enrolled Agent @
- 2021 -now UHNW Senior Wealth Advisor @
- 2019 -2021 Executive Wealth Strategist @ Blue Lotus Strategies
- 2015 -2019 Vice President and Financial Consultant @
- 2013 -2015 Financial Planner @ Teachers Credit Union
- 2006 -2012 President, CEO @ Genesis Wealth Management
- 2006 -2012 President, CFO @ Genesis Wealth Management
Cathy Clark Education
- Gies College of Business - University of Illinois Urbana-Champaign
Master of Business Administration - MBA (Strategy)
- DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Science in Finance
- Rice Business - Jones Graduate School of Business
Certification - Business Statistics and Analysis Specialization (Data Analysis)
- College for Financial Planning
Certificate - Financial Planning
- Governors State University
Bachelor's degree
- University of Illinois at Urbana-Champaign
Master of Business Administration - MBA
Cathy Clark Summary
- Cathy Clark, based in Gilbert, AZ, US, is currently a Enrolled Agent at Bean Counters & Associates. Cathy Clark brings experience from previous roles at Vanguard, Blue Lotus Strategies, Charles Schwab and Teachers Credit Union. Cathy Clark holds a Master of Business Administration - MBA in Strategy @ Gies College of Business - University of Illinois Urbana-Champaign. Cathy Clark has 3 emails and 2 mobile phone numbers on RocketReach.
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