Patrick Clark, Cfp®
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Patrick Clark, Cfp® Email & Phone Number

VP, Product - Wealth Custody and Clearing at State Street
Location: Berkeley, California, United States 12 work roles 1 school
1 work email found @blackrock.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email p****@blackrock.com
LinkedIn Profile matched
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Current company
State Street
Role
VP, Product - Wealth Custody and Clearing
Location
Berkeley, California, United States
Company size
44927 employees

Who is Patrick Clark, Cfp®? Overview

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Quick answer

Patrick Clark, Cfp® is listed as VP, Product - Wealth Custody and Clearing at State Street, a with 44927 employees, based in Berkeley, California, United States. AeroLeads shows a work email signal at blackrock.com and a matched LinkedIn profile for Patrick Clark, Cfp®.

Patrick Clark, Cfp® previously worked as Senior Product Manager at Altruist and Senior Product Manager, Aladdin Wealth at Blackrock. Patrick Clark, Cfp® holds Bachelor Of Science (Bs), Finance, General from Santa Clara University.

Company email context

Email format at State Street

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*@blackrock.com
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AeroLeads found 1 current-domain work email signal for Patrick Clark, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Patrick Clark, Cfp®

I’m a Wealth Management professional turned Product Manager, specializing in scaling user-friendly fintech solutions. My career began by establishing an extensive financial foundation while honing skills in leading and growing high-performing teams. This evolved into a passion for building scalable products that drive innovation and deliver better financial outcomes for all.

Listed skills include Portfolio Management, Investments, Equities, Asset Management, and 7 others.

Current workplace

Patrick Clark, Cfp®'s current company

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State Street
State Street
VP, Product - Wealth Custody and Clearing
Berkeley, CA, US
Website
statestreet.com
Employees
44927
AeroLeads page
Company profile
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12 roles

Patrick Clark, Cfp® work experience

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

Vp, Product - Wealth Custody And Clearing

State Street

Berkeley, Ca, Us

Senior Product Manager

Altruist

Berkeley, Ca, Us

Senior Product Manager, Aladdin Wealth

Blackrock

San Francisco Bay Area

Head Product Manager for Portfolio Management team within Aladdin Wealth. Led international team to deliver Enterprise SAAS solutions to leading wealth management firms around the globe.Managed the trading associates and technology stack responsible for trading all of FutureAdvisor’s accounts (+25k accounts, ~$2B AUM) from 2019 – 2022.

Feb 2019 - Jan 2024

Director Of Business Process & Strategy, Digital Wealth

Blackrock

San Francisco Bay Area

Led integration of FutureAdvisor fully into BlackRock with focus on tech stack migration. Project managed numerous work streams and also oversaw completion of internal and external audits.

Feb 2018 - Jan 2019

Director Of Training & Client Operations, Futureadvisor

Futureadvisor

San Francisco Bay Area

Product Manager & Administrator for Salesforce instance of Service cloud.Led the recruiting, hiring and training for a 10 person service team to scale FutureAdvisor operations

Dec 2016 - Feb 2018

Head Of Client Services

Futureadvisor - Investment Management For Everyone

San Francisco Bay Area

Managed Client Operations & Financial Advisor groups, responsible for all servicing of FutureAdvisor’s clients ($1B in AUM). Member of FutureAdvisor's Executive Committe (ExCo).

Dec 2015 - Dec 2016

Senior Financial Advisor

Futureadvisor

San Francisco

Served as the lead Financial Advisor focused on conversion of High Net Worth prospects and servicing of existing clients at scale. Designed and oversaw numerous A/B tests on the website and email campaigns to improve prospect conversion and NPS.

Aug 2014 - Dec 2015
Team & coworkers

Colleagues at State Street

Other employees you can reach at statestreet.com. View company contacts for 44927 employees →

SD Steven Diramio Steven Diramio Colleague at State StreetGreater Boston, United States View → RA Richard A. Richard A. Colleague at State StreetLondon, England, United Kingdom View → MG Matt Graf Matt Graf Colleague at State StreetAbington, Massachusetts, United States View → DB Dominika Bzoma Dominika Bzoma Colleague at State StreetGdańsk, Pomorskie, Poland View → CP Carlos Piña Carlos Piña Colleague at State StreetUnited States View → PK Przemysław Klajmon Przemysław Klajmon Colleague at State StreetCracow, Małopolskie, Poland View → RA Ruslan Agussalim Ruslan Agussalim Colleague at State StreetMakassar, South Sulawesi, Indonesia View → AS Alma Scukulj Alma Scukulj Colleague at State StreetBoston, Massachusetts, United States View → DS Dhanakoti S Dhanakoti S Colleague at State StreetChittoor, Andhra Pradesh, India View → VD Vishwanath Dhannur Vishwanath Dhannur Colleague at State StreetBengaluru, Karnataka, India View →
1 education record

Patrick Clark, Cfp® education

FAQ

Frequently asked questions about Patrick Clark, Cfp®

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

What company does Patrick Clark, Cfp® work for?

Patrick Clark, Cfp® works for State Street.

What is Patrick Clark, Cfp®'s role at State Street?

Patrick Clark, Cfp® is listed as VP, Product - Wealth Custody and Clearing at State Street.

What is Patrick Clark, Cfp®'s email address?

AeroLeads has found 1 work email signal at @blackrock.com for Patrick Clark, Cfp® at State Street.

Where is Patrick Clark, Cfp® based?

Patrick Clark, Cfp® is based in Berkeley, California, United States while working with State Street.

What companies has Patrick Clark, Cfp® worked for?

Patrick Clark, Cfp® has worked for State Street, Altruist, Blackrock, Futureadvisor, and Futureadvisor - Investment Management For Everyone.

Who are Patrick Clark, Cfp®'s colleagues at State Street?

Patrick Clark, Cfp®'s colleagues at State Street include Steven Diramio, Richard A., Matt Graf, Dominika Bzoma, and Carlos Piña.

How can I contact Patrick Clark, Cfp®?

You can use AeroLeads to view verified contact signals for Patrick Clark, Cfp® at State Street, including work email, phone, and LinkedIn data when available.

What schools did Patrick Clark, Cfp® attend?

Patrick Clark, Cfp® holds Bachelor Of Science (Bs), Finance, General from Santa Clara University.

What skills is Patrick Clark, Cfp® known for?

Patrick Clark, Cfp® is listed with skills including Portfolio Management, Investments, Equities, Asset Management, Mutual Funds, Asset Allocation, Fixed Income, and Relationship Management.

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