Black Diamond Performance Reporting, LLC
Vice President of Advisory Sales,Relationship & Channel Management
November 2011 — Present
Cathy Clauson
Vice President of Advisory Sales,Relationship & Channel Management
Black Diamond Performance Reporting, LLC
orinda, CA
Financial Services Executive
Charles Schwab
Vice President, Schwab Advisor Services Business Integration and Trust Asset Services
February 2010 — November 2011
Charles Schwab- Schwab Institutional
Vice President-Trust Asset Services Product Management
July 2005 — November 2011
Charles Schwab
Vice President-Schwab Institutional- Product Management Investment and Wealth Management Products
September 2001 — April 2006
Charles Schwab
Director, Cashiering Integration (2000-2001)
September 2000 — September 2001
Charles Schwab
Director, Retail Retirement Projects (1998-2000)
August 1998 — September 2000
Charles Schwab
Senior Product Manager, Roth IRA Account (1997-1998)
August 1997 — August 1998
Charles Schwab
Technical Product Manager
July 1995 — August 1997
Charles Schwab
Registered Representative
February 1992 — July 1995
BDS Marketing
Market Manager
January 1991 — January 1992
Chatfield Dean & Co
Executive Assistant and Account Executive
January 1990 — January 1991
Colorado State University
B.S, Business Adminstration with a concentration in Marketing
1990
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