Jeffrey B Clark
- Role
- Carriagegate Wealth Management
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
About Jeffrey B Clark
Your objective is to ensure a strong future for yourself and your family, and your…
Experience
Education
The Wharton School
Certified Investment Management Analyst® designation
2002
St. John's University
Bachelor of Science (BS), cum laude, Actuarial Science
1985
College for Financial Planning
Certified Financial Planner® designation
1990
Skills
- Wealth Management
- Executive Compensation Planning
- Certified Investment Management Analyst
- Financial Planning
- Employee Stock Options Planning
- Retirement Planning
- Investment Management
- Estate Planning
- Small Captives
- Series 63
- Qualified Retirement Plans
- Financial Advisory
- College Funding Strategies
- Securities
- Series 24
- Financial Services
- Alternative Investments
- Investments
- Insurance
- Buy-Sell Agreements
- Finance
- Series 7
- Series 65
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