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John Clagett Location
Fort Collins, CO, US
John Clagett Work
Managing Director @ (October 2021 - Present)
Owner, Chief Wealth Adviser @ (November 2009 - October 2021)
Senior Financial Adviser @ Cascade Financial Management, Inc. (September 2002 - November 2009)
Senior Financial Consultant Vice President @ (October 1998 - September 2002)
Vice President Investments @ (August 1993 - September 1998)
Sales Consultant @ (January 1991 - January 1993)
Key Account Executive @ (January 1989 - January 1991)
Territory Manager @ (August 1986 - October 1989)
Sales Representative-BS and HCP @ (June 1985 - July 1986)
John Clagett Education
The University of Chicago Booth School of Business 2012-2012
CEG Worldwide Wealth Management Consulting Program 2007-2007
Emory University
BA (History)
1981-1985
John Clagett Skills
Wealth Management
Strategy
Sales Management
Microsoft Office
NIMS
Incident Command
Selling
Green Building
Marketing
Asset Management
Personal Financial Planning
Leadership
Pensions
John Clagett Summary
John Clagett, based in Fort Collins, CO, US, is currently a Managing Director at One Capital Management, LLC. John Clagett brings experience from previous roles at Q4 Wealth Management, Inc., Cascade Financial Management, Inc., Robert W. Baird and Piper Jaffray. John Clagett holds a 2012 - 2012 The University of Chicago Booth School of Business. With a robust skill set that includes Wealth Management, Strategy, Sales Management, Microsoft Office, NIMS and more. John Clagett has 1 emails and 3 mobile phone numbers on RocketReach.
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