L. Clark Email & Phone Number
Senior Portfolio Manager @ Southeastern Trust Company
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L. Clark Location
- Chattanooga, TN, US
L. Clark Work
- 2022 -now Senior Portfolio Manager @
- 2020 -2022 Chief Investment Officer @ PERS of Mississippi
- 2012 -2020 VP, Portfolio Manager @
- 2010 -2012 Chief Financial Officer @ SecureWaters, Inc.
- 2008 -2010 VP, Wealth Management Advisor @
- 2006 -2008 VP, Wealth Services Team Leader @
- 2004 -2006 VP, Wealth Relationship Manager @
- 2003 -2004 Director of Capital Gifts @
- 2001 -2003 Vice President @ Oberlin Capital/Gardiner Capital
- 1999 -2001 Portfolio Manager @
- 1997 -1999 Digital Consultant @
- 1995 -1997 Commercial Banking Officer @
- 1990 -1994 Crest Manufacturing Manager and Distribution Team Manager @
- 1985 -1990 Communications Officer and Engineering Officer @
L. Clark Education
- Wake Forest University - Babcock Graduate School of Management
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 - Babcock Graduate School of Management. With a robust skill set that includes Alternative Investments, Fixed Income, Retirement Planning, Sales, Financial Planning and more. L. Clark has 2 emails and 1 mobile phone numbers on RocketReach.
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Others Named L. Clark
L. Clark
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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
Teresa Whitton
President and Principal
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
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