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Ian Clark Location
Chicago, IL, US
Ian Clark Work
Vice President @ (March 2022 - Present)
Lead Planner @ (November 2020 - February 2022)
Wealth Management Advisor @ (December 2017 - November 2020)
Financial Consultant @ (February 2016 - November 2017)
Financial Advisor @ (July 2015 - January 2016)
Retirement Administrator @ (January 2014 - June 2015)
Contractor Trainer and Supervisor @ (April 2013 - January 2014)
Investment and Retirement Specialist @ (November 2010 - April 2013)
Professional Swimmer and Swim Coach @ Suburban Swim Center / SwimMAC (April 2007 - January 2011)
Ian Clark Education
SMU Cox School of Business
Finance (Economics)
2003-2007
Ian Clark Skills
CRM
Coaching
Customer Service
Investments
Leadership
Microsoft Excel
Microsoft Office
Team Management
PowerPoint
Microsoft Word
Financial Modeling
Financial Analysis
Business Development
Ian Clark Summary
Ian Clark, based in Chicago, IL, US, is currently a Vice President at Brownson, Rehmus & Foxworth. Ian Clark brings experience from previous roles at Facet Wealth, TIAA and Vanguard. Ian Clark holds a 2003 - 2007 Finance in Economics @ SMU Cox School of Business. With a robust skill set that includes CRM, Coaching, Customer Service, Investments, Leadership and more. Ian Clark has 2 emails and 2 mobile phone numbers on RocketReach.
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