Brian Clarke

Brian Clarke Email and Phone Number

Senior Vice President | Senior Portfolio Manager | Financial Advisor at Morgan Stanley @ Morgan Stanley
new york, new york, united states
Brian Clarke's Location
San Luis Obispo County, California, United States, United States
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.

Brian Clarke's Current Company Details
Morgan Stanley

Morgan Stanley

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Senior Vice President | Senior Portfolio Manager | Financial Advisor at Morgan Stanley
new york, new york, united states
Employees:
78669
Brian Clarke Work Experience Details
  • Morgan Stanley
    Senior Vice President | Senior Portfolio Manager | Financial Advisor
    Morgan Stanley May 2016 - Present
    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
  • Mindbody, Inc.
    Software Specialist
    Mindbody, Inc. Apr 2015 - May 2016
    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
  • Sporting Kansas City
    Event Services Supervisor
    Sporting Kansas City Dec 2014 - Apr 2015
    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.
  • University Of Kansas Athletics
    Managing Director
    University Of Kansas Athletics Sep 2014 - Dec 2014
    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.
  • The University Of Kansas Athletics
    Marketing & Sales Associate
    The University Of Kansas Athletics Nov 2013 - 2014
    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.
  • Enterprise Rent-A-Car
    Management Trainee
    Enterprise Rent-A-Car Feb 2011 - Jan 2013
    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.
  • San Luis Obispo High School
    Football Coach
    San Luis Obispo High School Jan 2010 - Dec 2011
    San Luis Obispo, California Area
    Coached the Wide Receivers/Defensive Backs and called plays as the offensive coordinator for the varsity team.
  • The Real Estate Group Of San Luis Obispo
    Realtor
    The Real Estate Group Of San Luis Obispo Jan 2009 - Feb 2011
    San Luis Obispo, California Area
    Assist buyers/sellers in the whole process from showing homes to the close of escrow.

Brian Clarke Education Details

  • The University Of Kansas
    The University Of Kansas
    Health, Sport And Exercise Science
  • University Of San Diego
    University Of San Diego
    Business Administration And Management, General

Frequently Asked Questions about Brian Clarke

What company does Brian Clarke work for?

Brian Clarke works for Morgan Stanley

What is Brian Clarke's role at the current company?

Brian Clarke's current role is Senior Vice President | Senior Portfolio Manager | Financial Advisor at Morgan Stanley.

What schools did Brian Clarke attend?

Brian Clarke attended The University Of Kansas, University Of San Diego.

Who are Brian Clarke's colleagues?

Brian Clarke's colleagues are Matthew Thompson, Noah Alweiss, Ryan Daly, Alexis Garnier, Bence Dobos, Robert Beltz, David Francis,cfp®.

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