Clark Pingree Email & Phone Number
Regional President, West @ BMO Wealth Management - U.S.
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Clark Pingree Location
- San Francisco, CA, US
Clark Pingree Work
- 2025 -now Regional President, West @
- 2024 -2025 Regional Director, Western U.S. - HSBC Global Private Bank, International Wealth and Premier Banking @
- 2022 -2024 Market Leader, Executive Director - Northern California and Pacific Northwest @
- 2016 -2022 Senior Vice President @ Wells Fargo Wealth & Investment Management
- 2013 -2016 Senior Vice President, Head of Central Sales and National Sales Development @ Wells Fargo Wholesale & Consumer Banking
- 2011 -2013 Member, Board of Directors @
- 2010 -2013 Senior Vice President and Affluent Sales Leader @
- 2007 -2010 Vice President and National Program Manager @ Wells Fargo Wealth Management Group
- 2002 -2007 Senior Sales Director @ Wells Fargo Investments, LLC
- 2001 -2002 Financial Analyst @
- 1999 -2001 Volunteer @ American Society to Prevent Blindness
Clark Pingree Education
- College for Financial Planning
AAMS (CFP in Process)
2005-2007 - Brigham Young University
Bachelor of Science (Finance)
1997-2001
Clark Pingree Skills
- FINRA Series 9
- FINRA Series 10
- Social Justice
- Series 66
- Series 24
- Series 7
- Development
- Sales Support
- Coaching
- Optimization
- Communication
- Support
- Wealth Management
- Sales
Clark Pingree Summary
- Clark Pingree, based in San Francisco, CA, US, is currently a Regional President, West at BMO Wealth Management - U.S.. Clark Pingree brings experience from previous roles at HSBC, J.P. Morgan, Wells Fargo Wealth & Investment Management and Wells Fargo Wholesale & Consumer Banking. Clark Pingree holds a 2005 - 2007 AAMS in CFP in Process @ College for Financial Planning. With a robust skill set that includes FINRA Series 9, FINRA Series 10, Social Justice, Series 66, Series 24 and more. Clark Pingree has 2 emails and 3 mobile phone numbers on RocketReach.
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Clark Pingree
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