Clay Mitchell Email & Phone Number
Advice Consultant @ Charles Schwab
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Clay Mitchell Location
- Denver, CO, US
Clay Mitchell Work
- Advice Consultant @ (February 2026 - Present)
- Participant Consultant @ (July 2024 - Present)
- Investment Consultant @ (July 2021 - July 2024)
- Marketing and Analytics @ (May 2011 - April 2021)
- Individual Consultant, Inbound @ (November 2010 - May 2011)
- Senior Internal Sales Consultant @ (February 2010 - March 2010)
- Regional Business Consultant @ Old Mutual Capital (September 2008 - July 2009)
- Internal Wholesaler @ Old Mutual Capital (May 2006 - September 2008)
- Shareholder Services Representative @ Old Mutual Capital (March 2005 - May 2006)
- Credit Administrator @ (January 2005 - March 2005)
- Assistant Circulation Manager @ (July 2003 - October 2004)
- Advertising Intern @ (May 2001 - August 2001)
Clay Mitchell Education
- University of Colorado Boulder - Leeds School of Business
BS (Business Administration--Finance)
1998-2003
Clay Mitchell Skills
- Alternative Investments
- Leadership
- Management
- Portfolio Management
- Series 63
- Investments
- Marketing
- Asset Management
- Airlines
- Frontier
- Asset Allocation
- Financial Services
- Securities
- Mutual Funds
- Series 7
Clay Mitchell Summary
- Clay Mitchell, based in Denver, CO, US, is currently a Advice Consultant at Charles Schwab. Clay Mitchell brings experience from previous roles at Charles Schwab, Cambiar Investors and TIAA-CREF. Clay Mitchell holds a 1998 - 2003 BS in Business Administration--Finance @ University of Colorado Boulder - Leeds School of Business. With a robust skill set that includes Alternative Investments, Leadership, Management, Portfolio Management, Series 63 and more. Clay Mitchell has 3 emails and 2 mobile phone numbers on RocketReach.
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