(949) 271-6333 [email protected]

About / Susan Clark

Susan Clark

Director of Client Services

About Susan Clark

BUSINESS BACKGROUND:

E

25 years of experience in Financial Services

E

Previously at Great West, T Rowe Price, The Capital Group, and John Hancock

ACCREDITATIONS:

E

Montclair St. University

FINANCIAL INDUSTRY REGULATORY AUTHORITY (FINRA) REGISTRATIONS:

E

Series 7 – Securities Representative

E

Series 63 – Uniform Securities Agent State Law

Contact Information

(949) 271-6333

Protect your wealth and reach your goals

Get in touch for a complimentary consultation and see what Sprive Capital can do as your wealth management firm.

Latest News From Sprive

Our Blog