Kathy Clark Email & Phone Number
Vice President, Wealth Strategies Specialist @ Bank of America Private Bank
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Kathy Clark Location
- Greensboro, NC, US
Kathy Clark Work
- Vice President, Wealth Strategies Specialist @ (February 2024 - Present)
- Wealth Strategies Analyst III @ (February 2023 - January 2024)
- Wealth Strategies Analyst @ (May 2019 - February 2023)
- Director of Business Development @ (November 2018 - May 2019)
- Director of Corporate Operations @ (February 2015 - October 2018)
- Director of Marketing and Operations @ (January 2007 - February 2015)
- Director of Marketing @ Compass Financial Partners (April 2006 - January 2007)
- Director of Marketing and Client Relations @ Byron Financial, LLC (August 2001 - April 2006)
- Sports Marketing Specialist @ WXYT - 1270 AM (August 1999 - May 2001)
- Account Executive @ (February 1999 - August 1999)
- Marketing Intern @ (May 1998 - February 1999)
- Student Intern @ Virginia Tech Athletic Department (August 1995 - May 1998)
Kathy Clark Education
- Virginia Tech
BS (Sports Management)
1992-1996
Kathy Clark Skills
- Business Development
- Cash Flow Analysis
- Customer Relationship Management (CRM)
- Estate Planning
- FinTech
- Financial Planning
- Financial Software Implementation
- Human Resources
- Insurance
- Investments
- Leadership
- Marketing
- Money Guide Pro
- Morningstar
- Notary Public
- Office Management
- Orion Advisor
- Project Management
- Redtail
- Regulatory Compliance
- Retirement Planning
- Riskalyze
- Sales Presentations
- Salesforce.com Administration
- Social Media Marketing
- Sports Marketing
- Strategic Planning
- Team Building
- eMoney
Kathy Clark Summary
- Kathy Clark, based in Greensboro, NC, US, is currently a Vice President, Wealth Strategies Specialist at Bank of America Private Bank. Kathy Clark brings experience from previous roles at Bank of America Private Bank and HMC Partners. Kathy Clark holds a 1992 - 1996 BS in Sports Management @ Virginia Tech. With a robust skill set that includes Business Development, Cash Flow Analysis, Customer Relationship Management (CRM), Estate Planning, FinTech and more. Kathy Clark has 1 emails and 3 mobile phone numbers on RocketReach.
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