Cathy Clark's Location
Gilbert, AZ, US
Cathy Clark's Work
- UHNW Senior Wealth Advisor @ Vanguard
- Executive Wealth Strategist @ Blue Lotus Strategies
- Vice President and Financial Consultant @ Charles Schwab
- Financial Planner @ Teachers Credit Union
- President, CEO @ Genesis Wealth Management
Cathy Clark's 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 (Accounting)
Cathy Clark's Skills
- Leadership
- Financial Advisory
- Team Building
- Banking
- Public Speaking
- Executive Management
- Retirement Planning
- Financial Planning
- Microsoft PowerPoint
- Portfolio Management
Cathy Clark's Summary
Cathy Clark, based in Gilbert, AZ, US, is currently a UHNW Senior Wealth Advisor at Vanguard, bringing experience from previous roles at Blue Lotus Strategies, Charles Schwab, Teachers Credit Union and Genesis Wealth Management. Cathy Clark holds a Master of Business Administration - MBA in Strategy @ Gies College of Business - University of Illinois Urbana-Champaign. With a robust skill set that includes Leadership, Financial Advisory, Team Building, Banking, Public Speaking and more, Cathy Clark contributes valuable insights to the industry. Cathy Clark has 1 email on RocketReach.
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