Clayton Bland
Amministratore Delegato presso CliftonLarsonAllen Wealth Advisors LLC
Profilo
Mr. William C.
Bland is a Chief Executive Officer at CliftonLarsonAllen Wealth Advisors LLC.
He has over 20 years of experience in the financial services industry.
He began his career with J.P.
Morgan in 1999 working in the firms Century City office in Southern California.
he was a member of the Investment Banking Private Client Services Team that specialized in helping the firm’s corporate executive clients.
During his 10 years in Los Angeles, he worked on a broad spectrum of actionable ideas serving high net worth individuals.
In 2008, he transitioned to Seattle to open the J.P.
Morgan Securities offices in the Northwest.
He received his undergraduate degree from the University of California.
Posizioni attive di Clayton Bland
Società | Posizione | Inizio |
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CliftonLarsonAllen Wealth Advisors LLC
CliftonLarsonAllen Wealth Advisors LLC Investment ManagersFinance CliftonLarsonAllen Wealth Advisors LLC (CLA) is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded as LarsonAllen Financial LLC and is a wholly-owned subsidiary of CliftonLarsonAllen LLP. CLA provides wealth advisory and asset management services to individuals, banks, pension and profit-sharing plans, trusts, estates, charitable organizations, limited liability companies, limited partnerships, unincorporated associations, and corporations. | Amministratore Delegato | 01/01/2020 |
Formazione di Clayton Bland
University of California | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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CliftonLarsonAllen Wealth Advisors LLC
CliftonLarsonAllen Wealth Advisors LLC Investment ManagersFinance CliftonLarsonAllen Wealth Advisors LLC (CLA) is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded as LarsonAllen Financial LLC and is a wholly-owned subsidiary of CliftonLarsonAllen LLP. CLA provides wealth advisory and asset management services to individuals, banks, pension and profit-sharing plans, trusts, estates, charitable organizations, limited liability companies, limited partnerships, unincorporated associations, and corporations. | Finance |
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