Ellen Phillips Clark is a skilled expert, that works in Pfm main office of which is in 3310. on the position of Director since 2020. This person has earned professional experience in more than five positions at different companies. Ellen Phillips Clark went to the Seattle University and received education there from 1982 to 1990. San Francisco, California is the city, where the professional was known to settle. The person's phone and email can be accessed through SoftwareOfficial by request.
Name variants:
Nell Clark
Last updated May 11, 2024
Contact Information
Last Update
Jul 1, 2022
Email
cl**@pfm.com, el**@comcast.net
Location
San Francisco, CA
Company
Workplace
Colleagues
Work History
Financial Consultant
3625 24Th St, San Francisco, CA 94110
Oversaw and restructured endowment investments. Prepared periodic financial statements. Improved financial and administrative processes. Collaborated with school leadership to set financial ...
Oct 2010 — Sep 2011
Senior Investment Consultant
Lead consultant to DB and DC plans, primarily of Fortune 100 companies and healthcare organizations with assets $200M -$4B. Assisted plan sponsors with asset allocation, manager structure, m...
Aug 1996 — Oct 2005
Regional Vice President
Responsible for sales/marketing and client service for defined contribution plans in the West region. Coordinated implementation and delivery of bundled 401(k) services to mid-market plans.
Mar 1990 — Dec 1995
Assistant Vice President
Developed, managed and marketed asset management consulting services in Western Region. Presented to clients, conducted internal sales training seminars. Provided sales and marketing support...
Apr 1981 — Feb 1990
Education
Occupations
Executive
Director
Accountant
Finance and Accounting Specialist
Financial Broker
Financial Consultant
Chief Administrative Officer
Operations Manager
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent
Chief Executive
Skills
Relationship Development
Investments
Asset Allocation
Research
Endowments
401K
Pension Funds
Alternative Investments
Series 7
Series 63
Bonds
Investment Management
Retirement
Mutual Funds
Retirement Plan Consulting
Wealth Management
Portfolio Management
Asset Managment
Equities
Fixed Income
Hedge Funds
Defined Contribution
Finance
Investment Advisory
Asset Management
Erisa
Due Diligence
Financial Services
Employee Benefits