Clay Mitchell Email & Phone Number
Advice Consultant @ Charles Schwab
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Clay Mitchell Location
- Denver, CO, US
Clay Mitchell Work
- 2026 -now Advice Consultant @
- 2024 -now Participant Consultant @
- 2021 -2024 Investment Consultant @
- 2011 -2021 Marketing and Analytics @
- 2010 -2011 Individual Consultant, Inbound @
- 2010 -2010 Senior Internal Sales Consultant @
- 2008 -2009 Regional Business Consultant @ Old Mutual Capital
- 2006 -2008 Internal Wholesaler @ Old Mutual Capital
- 2005 -2006 Shareholder Services Representative @ Old Mutual Capital
- 2005 -2005 Credit Administrator @
- 2003 -2004 Assistant Circulation Manager @
- 2001 -2001 Advertising Intern @
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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