Brian Clarke
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Brian Clarke Email & Phone Number

Senior Vice President | Senior Portfolio Manager | Financial Advisor at Morgan Stanley
Location: San Luis Obispo County, California, United States 8 work roles 2 schools
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Current company
Role
Senior Vice President | Senior Portfolio Manager | Financial Advisor
Location
San Luis Obispo County, California, United States
Company size

Who is Brian Clarke? Overview

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Quick answer

Brian Clarke is listed as Senior Vice President | Senior Portfolio Manager | Financial Advisor at Morgan Stanley, a with 78669 employees, based in San Luis Obispo County, California, United States. AeroLeads shows a matched LinkedIn profile for Brian Clarke.

Brian Clarke previously worked as Software Specialist at Mindbody, Inc. and Event Services Supervisor at Sporting Kansas City. Brian Clarke holds Master'S Degree, Health, Sport And Exercise Science from The University Of Kansas.

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Morgan Stanley

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Profile bio

About Brian Clarke

Pragmatic contact. Experienced advice.Being relatively young in the industry, I bring my insight into current and upcoming trends in the market and industry. I received my Bachelors in Business Administration from the University of San Diego, and Masters of Education with a concentration in Sport Management from the University of Kansas. I have my Series 7, Series 66 and CA Insurance Licenses as well as my NMLS.

Current workplace

Brian Clarke's current company

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Morgan Stanley
Morgan Stanley
Senior Vice President | Senior Portfolio Manager | Financial Advisor
new york, new york, united states
Employees
78669
AeroLeads page
8 roles

Brian Clarke work experience

A career timeline built from the work history available for this profile.

Senior Vice President | Senior Portfolio Manager | Financial Advisor

Current

San Luis Obispo, California Area

"© 2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any trading strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/brian.clarke. The information or content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html."CA Insurance License #0L23284NMLS# 1555789

May 2016 - Present

Software Specialist

Responsibilities:Pursue qualified prospectsQualify inbound prospectsSchedule and perform web demonstrationsManage all aspects of building and maintaining a sales pipelineManage sales cycle from initial contact to close over the phoneCreate and Submit cost/request for proposalsDevelop key value propositions and expertise in MINDBODY IndustriesAchieve/Exceed monthly sales quotaStrong qualifying skills for cold calling and building own prospecting list(s)Strong written and verbal communication skillsEffective time-management, planning and organization skillsAbility to explain and demonstrate technical solutions in non-technical, business-focused languageStrong understanding of SaaS / cloud technologiesAbility to work collaboratively with othersAbility to work with minimal supervisionExperience with salesforce.comComfortable using and learning new technologiesAptitude to effectively prioritize and complete multiple tasksCapacity to work in a fast-paced, often changing environment

Apr 2015 - May 2016

Event Services Supervisor

Sporting Park. Kansas City, Ks

Planning, supervising, and facilitating all events at Sporting Park, as well as all events in which Sporting Kansas City is involved.

Dec 2014 - Apr 2015

Managing Director

Caring For Kids By The Ku Athletic Administration

Head in charge of KU's "Caring For Kids" Program. This program is a great way for both KU Athletics, and specifically the KU Baseball team, to reach out to the community to help disadvantaged groups have the chance to enjoy a nice day at the ballpark. The focus of the ticket distribution is disadvantaged youth, but we also reached out to other groups such as the battered women shelter and struggling parents.

Sep 2014 - Dec 2014

Marketing & Sales Associate

The University Of Kansas Athletic Department

Contacting donors, season ticket holders, and all constituents of Kansas Athletics in order to generate revenue for the Athletic Department. Devising marketing strategies to increase attendance at Kansas Athletics events.

Nov 2013 - 2014

Management Trainee

San Luis Obispo, California. Paso Robles, California.

Facilitating everything from picking up the customer,writing the rental agreement, contacting insurance agencies and other 3rd parties for payment, and ensuring the customer is 'completely satisfied' with our service.

Feb 2011 - Jan 2013

Football Coach

San Luis Obispo High School

San Luis Obispo, California Area

Coached the Wide Receivers/Defensive Backs and called plays as the offensive coordinator for the varsity team.

Jan 2010 - Dec 2011
Team & coworkers

Colleagues at Morgan Stanley

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2 education records

Brian Clarke education

Master'S Degree, Health, Sport And Exercise Science

The University Of Kansas

Activities and Societies: Program Manager, Marketing and Sales, KU Athletics Inc.

Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General

University Of San Diego

Activities and Societies: USD Football

FAQ

Frequently asked questions about Brian Clarke

Quick answers generated from the profile data available on this page.

What company does Brian Clarke work for?

Brian Clarke works for Morgan Stanley.

What is Brian Clarke's role at Morgan Stanley?

Brian Clarke is listed as Senior Vice President | Senior Portfolio Manager | Financial Advisor at Morgan Stanley.

Where is Brian Clarke based?

Brian Clarke is based in San Luis Obispo County, California, United States while working with Morgan Stanley.

What companies has Brian Clarke worked for?

Brian Clarke has worked for Morgan Stanley, Mindbody, Inc., Sporting Kansas City, University Of Kansas Athletics, and The University Of Kansas Athletics.

Who are Brian Clarke's colleagues at Morgan Stanley?

Brian Clarke's colleagues at Morgan Stanley include Hiroki Tada, Lourenço Martins De Arruda Câmara, Elton Almeida, Jialin Wei, and Davis Matthews.

How can I contact Brian Clarke?

You can use AeroLeads to view verified contact signals for Brian Clarke at Morgan Stanley, including work email, phone, and LinkedIn data when available.

What schools did Brian Clarke attend?

Brian Clarke holds Master'S Degree, Health, Sport And Exercise Science from The University Of Kansas.

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