Clay Sutton Email & Phone Number
Managing Director - Portfolio Management and Aggregation Strategy @ Charles Schwab
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Clay Sutton Location
- Raleigh, NC, US
Clay Sutton Work
- Managing Director - Portfolio Management and Aggregation Strategy @ (March 2016 - Present)
- Managing Director - Investor Services Platform and Product Management @ (September 2015 - February 2016)
- Director of Platform Technology @ (October 2011 - September 2015)
- Senior Team Manager - Technical Product Management @ (August 2010 - October 2011)
- Product Manager @ (August 2007 - August 2010)
- Quality Assurance Engineer @ (March 2007 - August 2007)
- Technical Support Specialist @ (November 2001 - February 2007)
Clay Sutton Education
- Florida State University
Certificate in Financial Planning (Financial Planning and Services)
2006-2009 - University of North Carolina Wilmington
Bachelor of Science (B.S.) (Finance)
1997-2001
Clay Sutton Skills
- Portfolio Management
- Financial Services
- Product Management
- Asset Management
- Quality Assurance
- Wealth Management
- Salesforce.com
- Investments
- SaaS
- Analytics
- Business Analysis
- Strategic Financial Planning
- XML
- Agile Methodologies
- Software Development
- Visio
- Relationship Management
- Series 7
- Equities
- Sales
- Microsoft Office
- Training
- C++
- Technology
Clay Sutton Summary
- Clay Sutton, based in Raleigh, NC, US, is currently a Managing Director - Portfolio Management and Aggregation Strategy at Schwab Wealth Investment Advisory (SWIA). Clay Sutton brings experience from previous roles at Charles Schwab, Windhaven Investment Management and Schwab Performance Technologies. Clay Sutton holds a 2006 - 2009 Certificate in Financial Planning in Financial Planning and Services @ Florida State University. With a robust skill set that includes Portfolio Management, Financial Services, Product Management, Asset Management, Quality Assurance and more. Clay Sutton has 3 emails and 1 mobile phone numbers on RocketReach.
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