Kate Clark Email & Phone Number
Managing Partner @ Cypress Capital (CYCAP)
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Kate Clark Location
- Quincy, FL, US
Kate Clark Work
- Managing Partner @ (February 2018 - Present)
- Registered Representative @ (October 2016 - Present)
- Financial Advisor @ Barnes Capital Group (October 2014 - January 2018)
- Registered Representative @ Allen, Mooney & Barnes Investment Advisors (June 2010 - September 2016)
- Director of Marketing @ First Franklin Financial Services (May 2007 - June 2010)
- LSM @ (January 2004 - January 2006)
Kate Clark Education
- Florida State University
Certificate in Financial Planning
2013-2015 - University of Florida
Bachelor of Science (Animal Science/Ag Business)
2002-2006
Kate Clark Skills
- Disability Insurance
- Estate Planning
- Finance
- Financial Analysis
- Financial Planning
- Fixed Annuities
- Insurance
- Investments
- Marketing Strategy
- Public Speaking
- Retirement Planning
- Strategic Financial Planning
- Strategic Planning
Kate Clark Summary
- Kate Clark, based in Quincy, FL, US, is currently a Managing Partner at Cypress Capital (CYCAP). Kate Clark brings experience from previous roles at LPL Financial, Barnes Capital Group, Allen, Mooney & Barnes Investment Advisors and First Franklin Financial Services. Kate Clark holds a 2013 - 2015 Certificate in Financial Planning @ Florida State University. With a robust skill set that includes Disability Insurance, Estate Planning, Finance, Financial Analysis, Financial Planning and more. Kate Clark has 3 emails and 2 mobile phone numbers on RocketReach.
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