Victoria Clarke brings to WrapManager a diverse and valuable financial and client services background. Her professional expertise centers on operational planning and development, wealth management and retirement planning for small business owners.
Previously, Ms. Clarke served as an Investment Advisor Representative with Linsco/Private Ledger, one of the nation’s preeminent brokerage firms. She holds a Series 7 General Securities Representative license and a Series 66 Uniform Combined State Law license. She is currently pursuing the Chartered Financial Consultant (ChFC) designation, through The American College in Bryn Mawr, PA.
When away from the office, Ms. Clarke enjoys biking around the city, snowboarding, film, and discovering outstanding small wineries and excellent offbeat eateries.