Jackson Clarke
Client Associate at Laird Norton Wetherby
Based in Seattle, United States
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Seniority
Staff
Department
Customer/Client Service
Location
Seattle
Industry
Financial Services
Company size
170
Contact information
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j•••••••@lnwadvisors.com
Phone
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Background
About Jackson Clarke
As a client advisor at Laird Norton Wetherby, I directly support a team of client advisors in implementing a comprehensive wealth management strategy for our Ultra High Net Worth clients, providing direct support on client deliverables and administrative account maintenance. At Russell Investments our team leveraged my post-sales and pre-sales expertise to refine client solutions in the middle market OCIO space, enhancing strategic approaches for each unique prospect. With a foundation in Business Administration from the University of Puget Sound, my analytical skills contributed to crafting customized sales presentations and RFPs, pinpointing territory opportunities.
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