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John Clagett Location
Fort Collins, CO, US
John Clagett Work
2021 -now Managing Director @
2009 -2021 Owner, Chief Wealth Adviser @
2002 -2009 Senior Financial Adviser @ Cascade Financial Management, Inc.
1998 -2002 Senior Financial Consultant Vice President @
1993 -1998 Vice President Investments @
1991 -1993 Sales Consultant @
1989 -1991 Key Account Executive @
1986 -1989 Territory Manager @
1985 -1986 Sales Representative-BS and HCP @
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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