Senior Portfolio Manager @ (March 2020 - December 2022)
Senior Portfolio Manager @ (November 2015 - March 2020)
Senior Portfolio Manager @ Thomas Weisel Capital Management (December 2013 - November 2015)
Portfolio Manager @ (March 2006 - December 2013)
Mutual Fund Accountant @ (July 2004 - February 2006)
Surety Account Manager @ RJ Ahmann Company (August 2003 - July 2004)
Paul Clark Education
University of Colorado Boulder - Leeds School of Business
(Finance)
1999-2003
Paul Clark Skills
Series 7
series 63
series 65
series 53
Portfolio Management
Trading
Bonds
Fixed Income
Asset Management
Investment Management
Investment Advisory
Bloomberg
Capital Markets
Investments
Alternative Investments
Valuation
Financial Services
FINRA
Financial Modeling
Mutual Funds
Securities
Risk Management
Customer Service
Project Management
Paul Clark Summary
Paul Clark, based in California, United States, is currently a Managing Director, Portfolio Manager at 1919 Investment Counsel, LLC. Paul Clark brings experience from previous roles at Washington Crossing Advisors, Ziegler Capital Management, LLC, Thomas Weisel Capital Management and Thomas Weisel Partners. Paul Clark holds a 1999 - 2003 University of Colorado Boulder - Leeds School of Business. With a robust skill set that includes Series 7, series 63, series 65, series 53, Portfolio Management and more. Paul Clark has 3 emails and 2 mobile phone numbers on RocketReach.
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