Cathy Clauson Email & Phone Number
Vice President, HNW Platforms and Commercial Operations @ Mercer Advisors
Cathy Clauson's Location
Orinda, CA, US
Cathy Clauson's Work
- Vice President, HNW Platforms and Commercial Operations @ Mercer Advisors
- Independent Contractor @ Mercer Advisors
- Senior Vice President, Specialized Investment Services and Operations @ AssetMark
- Senior Vice President, Retirement Plan Services @ AssetMark
- Senior Vice President, Investment Product Management and Retirement Plan Services @ AssetMark
- Executive Consultant @ Blue Shield of California
- Vice President, Advisory Sales, Relationship and Channel Management @ SS&C Advent
- Vice President, Schwab Advisor Services Business Integration and Trust Asset Services @ Charles Schwab
- Vice President, Trust Asset Services Product Management @ Charles Schwab
- Vice President, Schwab Institutional- Product Management Investment and Wealth Management Products @ Charles Schwab
Cathy Clauson's Education
- Colorado State University
Bachelor of Business Administration (BBA)
- UC Berkeley Extension
Certificate in Project Management
Cathy Clauson's Skills
- Investments
- FINRA
- Series 7
- Series 63
- Series 24
- Asset Allocation
- Relationship Management
- Strategy
- Management
- Trading
Cathy Clauson's Summary
Cathy Clauson, based in Orinda, CA, US, is currently a Vice President, HNW Platforms and Commercial Operations at Mercer Advisors, bringing experience from previous roles at Mercer Advisors and AssetMark. Cathy Clauson holds a Bachelor of Business Administration (BBA) @ Colorado State University. With a robust skill set that includes Investments, FINRA, Series 7, Series 63, Series 24 and more, Cathy Clauson contributes valuable insights to the industry. Cathy Clauson has 2 emails on RocketReach.
5 free lookups per month.
Not the Cathy Clauson you were looking for?
Find contact details for 700 million professionals.
People Like Cathy Clauson
-
33
-
23
-
35+
Top Mercer Advisors Employees
-
34
-
33
-
24
-
5+5+
-
31
-
22
-
25
-
45+
-
54
-
35+
-
35
-
23
-
12
-
45
-
21
-
43
-
55
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
