L. Clark Email & Phone Number
Senior Portfolio Manager @ Southeastern Trust Company
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L. Clark Location
- Chattanooga, TN, US
L. Clark Work
- Senior Portfolio Manager @ (June 2022 - Present)
- Chief Investment Officer @ PERS of Mississippi (February 2020 - May 2022)
- VP, Portfolio Manager @ (November 2012 - January 2020)
- Chief Financial Officer @ SecureWaters, Inc. (October 2010 - October 2012)
- VP, Wealth Management Advisor @ (May 2008 - October 2010)
- VP, Wealth Services Team Leader @ (June 2006 - April 2008)
- VP, Wealth Relationship Manager @ (August 2004 - June 2006)
- Director of Capital Gifts @ (March 2003 - July 2004)
- Vice President @ Oberlin Capital/Gardiner Capital (May 2001 - February 2003)
- Portfolio Manager @ (April 1999 - April 2001)
- Digital Consultant @ (August 1997 - April 1999)
- Commercial Banking Officer @ (July 1995 - August 1997)
- Crest Manufacturing Manager and Distribution Team Manager @ (June 1990 - June 1994)
- Communications Officer and Engineering Officer @ (May 1985 - May 1990)
L. Clark Education
- Wake Forest University School of Business
Master of Business Administration (MBA) (Integrated management curriculum with focus on Finance)
1993-1995 - United States Naval Academy
BS (Mechanical Engineering)
1981-1985
L. Clark Skills
- Alternative Investments
- Fixed Income
- Retirement Planning
- Sales
- Financial Planning
- Start Ups
- Portfolio Management
- Financial Modeling
- Investments
- Business Development
- Finance
- Strategic Planning
- Financial Services
- Wealth Management
- Equities
- Utilities
- Business Planning
- Strategic Financial Planning
- High Net Worth Individuals
- Investment Strategies
- Financial Analysis
- Private Equity
- Equity
- Due Diligence
- Venture Capital
- Mergers and Acquisitions
- Series 7
- Securities
L. Clark Summary
- L. Clark, based in Chattanooga, TN, US, is currently a Senior Portfolio Manager at Southeastern Trust Company. L. Clark brings experience from previous roles at PERS of Mississippi, Southeastern Trust Company, SecureWaters, Inc. and BB&T Wealth Management. L. Clark holds a 1993 - 1995 Master of Business Administration (MBA) in Integrated management curriculum with focus on Finance @ Wake Forest University School of Business. With a robust skill set that includes Alternative Investments, Fixed Income, Retirement Planning, Sales, Financial Planning and more. L. Clark has 2 emails and 5 mobile phone numbers on RocketReach.
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Top Southeastern Trust Company Employees
Britt Messer
Chief Investment Officer
Nashville, TN, US
L. Clark
Senior Portfolio Manager
Chattanooga, TN, US
Daniel Cone
Investment Analyst
Nashville, TN, US
Derek Rende
Business Development Officer
Chattanooga, TN, US
Bart Rolen
Chief Executive Officer
Chattanooga, TN, US
Keelin Roper
Trust Associate
Atlanta, GA, US
Brittany Schaefer
Trust Operations Officer
Chattanooga, TN, US
Pam Brown
Operations Officer
Trenton, GA, US
Linda Richardson
Compliance Officer
Signal Mountain, TN, US
Mike Kramer
Chairman
Lookout Mountain, TN, US
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