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Cathy Clauson

Cathy Clauson

Vice President of Advisory Sales,Relationship & Channel Management

Black Diamond Performance Reporting, LLC

orinda, CA

Financial Services Executive

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Black Diamond Performance Reporting, LLC

Vice President of Advisory Sales,Relationship & Channel Management

Charles Schwab

Vice President, Schwab Advisor Services Business Integration and Trust Asset Services

Charles Schwab- Schwab Institutional

Vice President-Trust Asset Services Product Management

Charles Schwab

Vice President-Schwab Institutional- Product Management Investment and Wealth Management Products

Charles Schwab

Director, Cashiering Integration (2000-2001)

Charles Schwab

Director, Retail Retirement Projects (1998-2000)

Charles Schwab

Senior Product Manager, Roth IRA Account (1997-1998)

Charles Schwab

Technical Product Manager

Charles Schwab

Registered Representative

BDS Marketing

Market Manager

Chatfield Dean & Co

Executive Assistant and Account Executive

Colorado State University

B.S, Business Adminstration with a concentration in Marketing