Senior Regional Manager, Schwab Wealth Advisors
Current
Apr 2022 - Present
AeroLeads people directory · profile
Brent Clark Email & Phone Number
SENIOR LEADER – FINANCIAL SERVICES – Specialist in asset growth & retention, customer satisfaction, team development and operational excellence.
at
Charles Schwab
1 work email found
@schwab.com
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✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
SENIOR LEADER – FINANCIAL SERVICES – Specialist in asset growth & retention, customer satisfaction, team development and operational excellence.
Location
Castle Rock, Colorado, United States
Company size
Who is Brent Clark? Overview
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Quick answer
Brent Clark is listed as SENIOR LEADER – FINANCIAL SERVICES – Specialist in asset growth & retention, customer satisfaction, team development and operational excellence. at Charles Schwab, a company with 20505 employees, based in Castle Rock, Colorado, United States. AeroLeads shows a work email signal at schwab.com and a matched LinkedIn profile for Brent Clark.
Brent Clark previously worked as Senior Regional Manager, Schwab Wealth Advisors at Charles Schwab and Vice President, Managing Director at Fidelity Investments at Fidelity Investments. Brent Clark holds Bachelor Of Business Administration (Bba), Banking, Corporate, Finance, And Securities Law, Cum Laude from University Of North Texas.
Company email context
Email format at Charles Schwab
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{first}.{last}@schwab.com
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Profile bio
About Brent Clark
I have been a consistently top performing VP for the past 15 years and have enjoyed 30 years in financial services in a variety of roles. This combination of broad and deep knowledge of the financial services industry means I bring a profound knowledge of investment and retirement planning strategies - I am considered a Subject Matter Expert in Retirement and 401(k) Plans and both Retail and Institutional Sectors. Some of the things I get most excited about doing are:• Mentoring managers and employees on how to deliver world class customer service.• Educating and mentoring new employees into this rewarding industry. • Creating successful, repeatable processes to increase assets, improve retention, and grow wallet share.• Conducting trainings, team meetings, and seminars.• Recruiting & mentoring top echelon performers––promoting & investing in future leaders.
Listed skills include Financial Services and Personal Financial Planning.
Current workplace
Brent Clark's current company
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Charles Schwab
7 roles
Brent Clark work experience
A career timeline built from the work history available for this profile.
Vice President, Managing Director At Fidelity Investments
Partner with institutional clients to develop, enhance and collaboratively design retirement benefits. Work with "C" Suite and Executive level partners to identify, monitor and review investment alternatives. Partner with retirement plan committees in meeting their fiduciary requirements through investments, education, M&A, product adoption/deployment.
Dec 2017 - Jul 2021
Vice President Of Workplace Planning And Advice And Portfolio Advisory Services
- Started the Workplace Planning & Advice function with a team that consisted of a single manager and 15 employees whose mission was to engage and educate terminated employees in the advantages of retaining their.
- Grew WPA team to 60 employees and 4 managers, and who achieved the highest customer satisfaction scores of all 6 sites with this function.
- In 2016, rolled over $3 Billion into Fidelity IRAs in 2016.Additionally Led 4 Portfolio Advisory… Show more Started the Workplace Planning & Advice function with a team that consisted of a single manager and 15.
- In 2016, rolled over $3 Billion into Fidelity IRAs in 2016.Additionally Led 4 Portfolio Advisory Service (PAS) teams with 4 managers and 60 associates with AUM of $12 Billion; responsible for actively managing client.
- Initiated a client-oriented and solutions driven paradigm resulting in significantly increased customer satisfaction ranking that reflects current goals and performance standards. Show less
Aug 2014 - Dec 2017
Senior Branch Manager
Managed 4 branches with over $20 Billion in AUA. Full responsibility for operations, accountability, budget administration, market development, lead effectiveness, and sales. Functional lead for Workplace updates and relationship building.
Dec 2006 - Aug 2014
Regional Planning Consultant
Member of the 1st Regional Planning Consultant class providing a vital link between Fidelity Personal Investments product group, its distribution organization, and its customers. Prepared and delivered numerous financial seminars.
Mar 2004 - Dec 2006
Retirement Consultant
Dec 1999 - Mar 2004
Retirement Services Group Representative/Brokerage Trader
Dec 1995 - Dec 1999
Team & coworkers
Colleagues at Charles Schwab
Other employees you can reach at schwab.com. View company contacts for 20505 employees →
LB
Lola Bennett
Colleague at Charles SchwabPhiladelphia, Pennsylvania, United States, United States
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SM
Shoaib M
Colleague at Charles SchwabHuntersville, North Carolina, United States, United States
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AC
Andrew Cooper
Colleague at Charles SchwabCuyahoga Falls, Ohio, United States, United States
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BK
Bhoopal Kantam
Colleague at Charles SchwabAurora, Colorado, United States, United States
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ES
Evan Solberg
Colleague at Charles SchwabColorado Springs, Colorado, United States, United States
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YZ
Yan Zheng
Colleague at Charles SchwabChicago, Illinois, United States, United States
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JB
Josh Baker
Colleague at Charles SchwabMinneapolis, Minnesota, United States, United States
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MH
Michael Hahn
Colleague at Charles SchwabMesa, Arizona, United States, United States
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ES
Everlyn Salazar
Colleague at Charles SchwabEl Paso, Texas, United States, United States
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HH
Henry Ho
Colleague at Charles SchwabSan Francisco, California, United States, United States
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Lola Bennett
Colleague at Charles SchwabPhiladelphia, Pennsylvania, United States, United States
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SM
Shoaib M
Colleague at Charles SchwabHuntersville, North Carolina, United States, United States
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AC
Andrew Cooper
Colleague at Charles SchwabCuyahoga Falls, Ohio, United States, United States
View →
BK
Bhoopal Kantam
Colleague at Charles SchwabAurora, Colorado, United States, United States
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ES
Evan Solberg
Colleague at Charles SchwabColorado Springs, Colorado, United States, United States
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YZ
Yan Zheng
Colleague at Charles SchwabChicago, Illinois, United States, United States
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JB
Josh Baker
Colleague at Charles SchwabMinneapolis, Minnesota, United States, United States
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MH
Michael Hahn
Colleague at Charles SchwabMesa, Arizona, United States, United States
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ES
Everlyn Salazar
Colleague at Charles SchwabEl Paso, Texas, United States, United States
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HH
Henry Ho
Colleague at Charles SchwabSan Francisco, California, United States, United States
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1 education record
Brent Clark education
FAQ
Frequently asked questions about Brent Clark
Quick answers generated from the profile data available on this page.
What company does Brent Clark work for?
Brent Clark works for Charles Schwab.
What is Brent Clark's role at Charles Schwab?
Brent Clark is listed as SENIOR LEADER – FINANCIAL SERVICES – Specialist in asset growth & retention, customer satisfaction, team development and operational excellence. at Charles Schwab.
What is Brent Clark's email address?
AeroLeads has found 1 work email signal at @schwab.com for Brent Clark at Charles Schwab.
Where is Brent Clark based?
Brent Clark is based in Castle Rock, Colorado, United States while working with Charles Schwab.
What companies has Brent Clark worked for?
Brent Clark has worked for Charles Schwab and Fidelity Investments.
Who are Brent Clark's colleagues at Charles Schwab?
Brent Clark's colleagues at Charles Schwab include Lola Bennett, Shoaib M, Andrew Cooper, Bhoopal Kantam, and Evan Solberg.
How can I contact Brent Clark?
You can use AeroLeads to view verified contact signals for Brent Clark at Charles Schwab, including work email, phone, and LinkedIn data when available.
What schools did Brent Clark attend?
Brent Clark holds Bachelor Of Business Administration (Bba), Banking, Corporate, Finance, And Securities Law, Cum Laude from University Of North Texas.
What skills is Brent Clark known for?
Brent Clark is listed with skills including Financial Services and Personal Financial Planning.
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