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
- 2016 -now Managing Director - Portfolio Management and Aggregation Strategy @
- 2015 -2016 Managing Director - Investor Services Platform and Product Management @
- 2011 -2015 Director of Platform Technology @
- 2010 -2011 Senior Team Manager - Technical Product Management @ Schwab Performance Technologies
- 2007 -2010 Product Manager @ Schwab Performance Technologies
- 2007 -2007 Quality Assurance Engineer @ Schwab Performance Technologies
- 2001 -2007 Technical Support Specialist @ Schwab Performance Technologies
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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