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
- 2017 -now Managing Partner, Personal CFO @
- 2013 -2017 CEO @ Disciplined Equities
- 2013 -2017 Wealth Advisor and CEO @ Disciplined Equities Management
- 2009 -2013 Wealth Management @ Liberty Bank
Clinton Akerberg Education
- Iowa State University - College of Business
Bachelor of Science (BS) (Delta Tau Delta)
2000-2004 - Kaplan University
Chartered SRI Counselor - CSRIC® (Sustainable Investing)
Clinton Akerberg Skills
- Wealth Management
- Portfolio Management
- Retail Banking
- Real Estate Investor
- Financial Analysis
- Relationship Management
- Financial Risk
- Finance
- 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 Delta Tau Delta @ Iowa State University - College of Business. With a robust skill set that includes Wealth Management, Portfolio Management, Retail Banking, Real Estate Investor, Financial Analysis and more. Clinton Akerberg has 2 emails and 2 mobile phone numbers on RocketReach.
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