Clay Sutton
Managing Director - Portfolio Management & Aggregation Strategy at Charles Schwab
- Role
- Managing Director - Portfolio Management & Aggregation Strategy at Charles Schwab
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Managing Director - Portfolio Management & Aggregation Strategy
Mar 2016 — Present · Raleigh-Durham, NC, US
Education
University of North Carolina Wilmington
Bachelor of Science (B.S.)
1997 — 2001
Florida State University
Certificate in Financial Planning
2006 — 2009
Skills
- Analytics
- Salesforce.com
- Product Management
- Series 7
- Strategic Financial Planning
- Business Analysis
- Relationship Management
- Software Development
- Agile Methodologies
- Equities
- Quality Assurance
- Portfolio Management
- Visio
- Financial Services
- Saas
- Investments
- Wealth Management
- Asset Management
- Xml
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