Clay Mitchell, CFA
Participant Consultant at Charles Schwab
📍 Denver, Colorado, United States
Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.
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Experience
20 Years
Current Role
Participant Consultant
Location
Denver, Colorado, United States
Personality Overview
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Priorities
Topics Clay cares about
Strategic Priorities
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Career
Work history
7-2024
Participant Consultant
Charles Schwab
7-2021 - 7-2024
Investment Consultant
Charles Schwab
5-2011 - 4-2021
Marketing & Analytics
Cambiar Investors
11-2010 - 5-2011
Individual Consultant, Inbound
TIAA-CREF
2-2010 - 3-2010
Senior Internal Sales Consultant
Janus Capital Group
In the press
Media appearances
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Education
1998 - 2003
BS
University of Colorado Boulder - Leeds School of Business
Social presence
Other Charles Schwab Employees
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