Chris Clark Email & Phone Number
Client Services @ Colony Family Offices
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Chris Clark Location
- Charlotte, NC, US
Chris Clark Work
- 2024 -now Client Services @
- 2022 -2023 Retirement Plan Specialist, Institutional Retirement and Trust (Divestiture Team) @
- 2017 -2022 Retirement Services Specialist, Institutional Retirement and Trust @
- 2016 -2017 Associate, Wire Transfer Services @
- 2015 -2016 Operations Specialist @
- 2006 -2015 Service Operations Specialist, Institutional Trust and Wealth, Brokerage and Retirement @
- 2000 -2006 Securities Operations, Corporate Trust @ Wachovia Bank, NA
- 1998 -2000 Customer Service Representative, Corporate Trust @
Chris Clark Education
- University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.) (Political Science and Government (Minor in History))
Chris Clark Skills
- Aml/Ofac
- Home Equity Lines of Credit
- Social Media
- Banking
- Dividends
- Proofreading
- Report Writing
- Emerald
- Inter Departmental Cooperation
- ATMs
- Bank Reconciliation
- Sei
- Creative Writing
- Financial Services
- Equities
- Electric Guitar
- Sungard
- Microsoft Office
- Microsoft Excel
- DTC
- Chips/Swift International Wires
- Time Management
- Money Market Funds
- Customer Service
- Financial Analysis
- Wire Transfers
- ACH
- Conversion Optimization
- Genealogy
- Repos
- Trading Systems
- Research
- Quality Control
- Commercial Paper
- Stock Transfer Agent
- Dodd Frank
- Relationship Management
- Investment Management
- Chips/Swift
Chris Clark Summary
- Chris Clark, based in Charlotte, NC, US, is currently a Client Services at Colony Family Offices. Chris Clark brings experience from previous roles at Wells Fargo and Bank of America Merrill Lynch. Chris Clark holds a Bachelor of Arts (B.A.) in Political Science and Government (Minor in History) @ University of North Carolina at Chapel Hill. With a robust skill set that includes Aml/Ofac, Home Equity Lines of Credit, Social Media, Banking, Dividends and more. Chris Clark has 2 emails and 1 mobile phone numbers on RocketReach.
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