Cullen Clark's Location

Charlotte, NC, US

Cullen Clark's Work

  • General Manager @ SigFig @ SigFig
  • Manager - Advisory @ EY
  • Retail Retirement Strategy Manager @ Wells Fargo
  • Investment and Advisory Products - Product Manager @ Wells Fargo
  • Global Markets Sales and Trading Summer Analyst @ Merrill Lynch

Cullen Clark's Education

  • University of North Carolina at Chapel Hill

Cullen Clark's Skills

  • Series 7
  • Series 66
  • Retirement
  • Financial Advisory
  • Financial Modeling
  • Portfolio Management
  • Financial Analysis
  • Microsoft Office
  • Microsoft Excel
  • Strategy

Cullen Clark's Summary

Cullen Clark, based in Charlotte, NC, US, is currently a Chief Revenue Officer at Retirable, bringing experience from previous roles at Queen City Fintech, SigFig and EY. Cullen Clark holds a University of North Carolina at Chapel Hill. With a robust skill set that includes Series 7, Series 66, Retirement, Financial Advisory, Financial Modeling and more, Cullen Clark contributes valuable insights to the industry. Cullen Clark has 3 emails on RocketReach.
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