ÂÜÀòÂÒÂ×

Dennis Clark has a strong background in the financial industry, with a focus on investment management and client services. Dennis served as a Managing Director at Shelton Capital Management starting in 2011, where they oversaw investment solutions for wealth managers, retirement plans, and individual investors. Prior to that, Dennis was the President of Advisor Partners, LLC from 2001 to 2011, where they specialized in constructing and managing customized equity separate accounts. Dennis also held various sales and general management roles at Charles Schwab & Co. from 1989 to 2000, contributing to the significant growth of assets directed to Schwab by independent registered investment advisors.

Dennis Clark earned a Bachelor of Science degree in Finance from the University of Oregon between 1977 and 1982. In terms of additional certifications, they obtained a certification in Marketing on LinkedIn from LinkedIn in 2020, a certification in Social Media from HubSpot Academy in December 2019, and a General Securities Principal Series 24 certification from FINRA in 2013.