Financial Services Consulting Leader
Current
Sep 2024 - Present
AeroLeads people directory · profile
Cullen Clark Email & Phone Number
Financial Services Consulting Leader | Strategy | Product | Partnerships | Revenue Acceleration
at
EY
1 work email found
@ey.com
4 phones found area 207, 415, and 727
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Services Consulting Leader | Strategy | Product | Partnerships | Revenue Acceleration
Location
Charlotte, North Carolina, United States
Who is Cullen Clark? Overview
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Quick answer
Cullen Clark is listed as Financial Services Consulting Leader | Strategy | Product | Partnerships | Revenue Acceleration at EY, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at ey.com, phone signal with area code 207, 415, 727, and a matched LinkedIn profile for Cullen Clark.
Cullen Clark previously worked as Financial Services Consulting Leader at Ey and Founding Partner at 733 Growth Partners. Cullen Clark holds Economics And Entrepreneurship from University Of North Carolina At Chapel Hill.
Company email context
Email format at EY
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{first}.{last}@ey.com
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AeroLeads found 1 current-domain work email signal for Cullen Clark. Compare company email patterns before reaching out.
Profile bio
About Cullen Clark
Cullen Clark is a Financial Services Consulting Leader | Strategy | Product | Partnerships | Revenue Acceleration at EY. He possess expertise in financial advisory, retirement, financial modeling, portfolio management, microsoft excel and 5 more skills.
Listed skills include Financial Advisory, Retirement, Financial Modeling, Portfolio Management, and 6 others.
Current workplace
Cullen Clark's current company
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11 roles · 17 years
Cullen Clark work experience
A career timeline built from the work history available for this profile.
Founding Partner
Current
733 Growth Partners
Apr 2024 - Present
Advisor & Mentor
CurrentServe as mentor and advisor to QC Fintech startups. https://www.qcfintech.co
Feb 2019 - Present
Advisor
May 2024 - Oct 2024
Chief Revenue Officer
Retirable is on a mission to create financial stability for every retiree.By rethinking how to provide everyone with financial guidance for retirement, we can give them greater control and peace of mind when they need it most.
Jul 2023 - Apr 2024
Vp, Head Of Growth And Strategic Partnerships
Dec 2021 - Jul 2023
General Manager @ Sigfig
SigFig is the market-leading B2B2C digital advisory platform helping to make financial advice more accessible. Platform powers all aspects of an advisory solution including consumer and advisor digital user experiences, portfolio recommendations, investment algorithm and back-end technology to open and maintain advisory accounts. Backed by top-tier venture capital firms including General Atlantic, Bain Capital, Union Square Ventures, DCM, and Nyca Partners.I am a cross functional leader responsible for end to end business impact, overall product commercialization strategy, product/platform adoption and future product direction/strategy of one of our primary product verticals.Core competency areas include: Strategic Partnerships- Responsible for driving SigFig’s business development and strategic partnerships efforts with top financial institutions in the USA and in multiple international marketsProduct & Market Strategy- Develop go to market strategies, operating models, distribution channel design and overall commercialization of new products and business solutions- Conceptualize multi product and platform internationalization strategy across two different markets in partnership with leading global financial institutionsEnterprise Product Delivery (B2B2C)- Cross functional lead responsible for driving all aspects of SigFig’s product delivery with a Fortune 500 enterprise client (including Wells Fargo, UBS AG and Citizens Financial Group)- Design and launch new business discovery model to expedite product delivery
Oct 2016 - Dec 2021
Manager - Advisory
With EY, I provide digital strategy and management consulting services to wealth and asset management financial institutions, primarily broker dealers, banks, insurance, and retirement organizations. Core competency areas include:- Agile development and digital strategy for front office tools / Advisor Platforms- Product management from ideation and sprint planning to development and deployment- Robo/Digital Advice platforms and industry differentiators - Digital advice platform operations/sales process re-engineering- Developing decumulation, retirement income and product allocation tools and strategies- Digital customer engagement tools, user personas and profiles- Business strategy, target operation models, process optimization, business case/economic model development, regulatory impacts (e.g. Dept. of Labor Fiduciary Rule)Financial services is EY’s largest global industry group and our Advisory team helps the worlds retail brokerage, private bank, private asset management and trust organizations solve their most pressing business challenges.
2013 - 2016
~3 yrs
Retail Retirement Strategy Manager
2012 - 2013
~1 yr
Investment & Advisory Products - Product Manager
2010 - 2012
~2 yrs
Global Markets Sales And Trading Summer Analyst
Jun 2009 - Aug 2009
1 education record
Cullen Clark education
-
University Of North Carolina At Chapel Hill
FAQ
Frequently asked questions about Cullen Clark
Quick answers generated from the profile data available on this page.
What company does Cullen Clark work for?
Cullen Clark works for EY.
What is Cullen Clark's role at EY?
Cullen Clark is listed as Financial Services Consulting Leader | Strategy | Product | Partnerships | Revenue Acceleration at EY.
What is Cullen Clark's email address?
AeroLeads has found 1 work email signal at @ey.com for Cullen Clark at EY.
What is Cullen Clark's phone number?
AeroLeads has found 4 phone signal(s) with area code 207, 415, 727 for Cullen Clark at EY.
Where is Cullen Clark based?
Cullen Clark is based in Charlotte, North Carolina, United States while working with EY.
What companies has Cullen Clark worked for?
Cullen Clark has worked for Ey, 733 Growth Partners, Queen City Fintech, Retirable, and Sigfig.
How can I contact Cullen Clark?
You can use AeroLeads to view verified contact signals for Cullen Clark at EY, including work email, phone, and LinkedIn data when available.
What schools did Cullen Clark attend?
Cullen Clark holds Economics And Entrepreneurship from University Of North Carolina At Chapel Hill.
What skills is Cullen Clark known for?
Cullen Clark is listed with skills including Financial Advisory, Retirement, Financial Modeling, Portfolio Management, Microsoft Excel, Series 7, Financial Analysis, and Microsoft Office.
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