Clinton Akerberg Email & Phone Number
Managing Partner, Personal CFO @ The Wealth Consulting Group
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Clinton Akerberg Location
- West Des Moines, IA, US
Clinton Akerberg Work
- Managing Partner, Personal CFO @ (January 2017 - Present)
- CEO @ Disciplined Equities (November 2013 - May 2017)
- Wealth Advisor and CEO @ Disciplined Equities Management (December 2013 - January 2017)
- Wealth Management @ Liberty Bank (June 2009 - November 2013)
Clinton Akerberg Education
- Iowa State University - Ivy College of Business
Bachelor of Science (BS) (Finance, International Business)
2000-2004 - Kaplan University
Chartered SRI Counselor - CSRIC® (Sustainable Investing)
2022
Clinton Akerberg Skills
- Finance
- Financial Analysis
- Financial Risk
- Portfolio Management
- Relationship Management
- Wealth Management
- Retail Banking
- Real Estate Investor
- Commercial Banking
- Small Business Lending
- Commercial Lending
- Credit Analysis
- Loans
- Banking
- Credit
- Real Estate
- Liberty
Clinton Akerberg Summary
- Clinton Akerberg, based in West Des Moines, IA, US, is currently a Managing Partner, Personal CFO at The Wealth Consulting Group. Clinton Akerberg brings experience from previous roles at Disciplined Equities, Disciplined Equities Management and Liberty Bank. Clinton Akerberg holds a 2000 - 2004 Bachelor of Science (BS) in Finance, International Business @ Iowa State University - Ivy College of Business. With a robust skill set that includes Finance, Financial Analysis, Financial Risk, Portfolio Management, Relationship Management and more. Clinton Akerberg has 2 emails and 2 mobile phone numbers on RocketReach.
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