Brent Clark Email and Phone Number
Brent Clark work email
- Valid
- Valid
- Valid
- Valid
Brent Clark personal email
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.
Charles Schwab
View- Website:
- schwab.com
- Employees:
- 20505
-
Senior Regional Manager, Schwab Wealth AdvisorsCharles Schwab Apr 2022 - PresentLone Tree, Colorado, United States
-
Vice President, Managing Director At Fidelity InvestmentsFidelity Investments Dec 2017 - Jul 2021Greater Denver AreaPartner 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, fiduciary oversight, regulatory review and ensuring consistently high levels of service delivery on facets of retirement plan strategy and… Show more 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, fiduciary oversight, regulatory review and ensuring consistently high levels of service delivery on facets of retirement plan strategy and administration. Proactively work to ensure competitive pricing in an effort to reduce price risk allowing our organization to focus on delivering industry leading service. Balance customer loyalty with financial accountability. Show less -
Vice President Of Workplace Planning And Advice And Portfolio Advisory ServicesFidelity Investments Aug 2014 - Dec 2017Denver, Colorado, United StatesStarted 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 401k/403b assets within Fidelity. • 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 employees whose mission was to engage and educate terminated employees in the advantages of retaining their 401k/403b assets within Fidelity. • 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 Service (PAS) teams with 4 managers and 60 associates with AUM of $12 Billion; responsible for actively managing client relations and retention. Inherited an underperforming team, created a culture of accountability that revitalized employee engagement, and incentivized participation resulting in zero employee attrition in an increasingly competitive environment.• Initiated a client-oriented and solutions driven paradigm resulting in significantly increased customer satisfaction ranking that reflects current goals and performance standards. Show less
-
Senior Branch ManagerFidelity Investments Dec 2006 - Aug 2014Denver, Colorado, United StatesManaged 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.
-
Regional Planning ConsultantFidelity Investments Mar 2004 - Dec 2006Denver, Colorado, United StatesMember 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.
-
Retirement ConsultantFidelity Investments Dec 1999 - Mar 2004
-
Retirement Services Group Representative/Brokerage TraderFidelity Investments Dec 1995 - Dec 1999Dallas/Fort Worth Area
Brent Clark Skills
Brent Clark Education Details
-
Cum Laude
Frequently Asked Questions about Brent Clark
What company does Brent Clark work for?
Brent Clark works for Charles Schwab
What is Brent Clark's role at the current company?
Brent Clark's current role is SENIOR LEADER – FINANCIAL SERVICES – Specialist in asset growth & retention, customer satisfaction, team development and operational excellence..
What is Brent Clark's email address?
Brent Clark's email address is br****@****ity.com
What schools did Brent Clark attend?
Brent Clark attended University Of North Texas.
What skills is Brent Clark known for?
Brent Clark has skills like Financial Services, Personal Financial Planning.
Who are Brent Clark's colleagues?
Brent Clark's colleagues are Andrew Spicer, Daniel Sweeney, Marla Pratt, Dolores Heaton, Sai Kowshik Gudavalli, Joseph Matesevac, Qka, Shelby Landreth.
Not the Brent Clark you were looking for?
-
Brent Clark
Experienced Technical & Operations Leader | Proven Track Record In Cross-Functional Team Leadership | Service Renewals | Risk Mitigation & Business Operations ExcellenceRancho Santa Margarita, Ca6yahoo.com, emulex.com, yahoo.com, broadcom.com, broadcom.com, cisco.com8 +194963XXXXX
-
Brent Clark
San Francisco, Ca2berkeley.edu, gmail.com -
Brent Clark
West Des Moines, Ia -
Brent Clark
Mason, Oh3bellsouth.net, macys.com, macysjobs.com3 +151375XXXXX
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial