SagePoint Financial
Julie "Jake" Clark is a seasoned professional in the financial industry with over 20 years of experience, currently serving as Vice President of Business Development at Osaic since June 2023, and as Vice President of Recruiting at SagePoint Financial since June 2015. Previously held positions include Talent Acquisition Senior Consultant at Marsh & McLennan Companies from January 2014 to May 2015, and various roles at John Hancock Financial Network, including National Recruiting Officer and Director of Recruiting, from 1998 to March 2013. Early career experience encompasses the role of Director of Management Training and Regional Director of Recruiting at John Hancock Mutual Life Insurance Company from 1996 to 1998. Julie Clark holds a Bachelor of Arts in Corporate Finance from The University of Toledo.
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SagePoint Financial
In a world where change is constant, SagePoint Financial is changing the paradigm of what you should expect from an independent broker-dealer. We’re doing so by transforming the way we lead into the way we listen. By transforming our customers into collaborators. And by transforming 40 years of experience into know-how that works today – and works for you. While we offer you the resources that come with being a part of one of the largest networks of independent advisors in America, we’re also driven to remain the most flexible, most nimble and most collaborative broker-dealer for your business. So whether it’s offering adaptable solutions that easily conform to your idea of success or providing evolving technologies that enable you to stay ahead of the curve, as the world changes, so do we. And so can you. If you’re ready for a relationship with a broker-dealer that shares your vision of success, join SagePoint. And together, let’s point your business in a whole new direction. SagePoint Financial, Inc. is a registered broker-dealer and registered investment adviser, Member FINRA and SIPC. FINRA: http://www.finra.org/ SIPC: http://www.sipc.org/ Social Media Disclosure: http://sagepointfinancial.com/disclosures/socialmedia