Claude K
Senior Vice President, Wealth Advisor at Sequoia Financial Group | San Antonio, Texas, United States
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Senior Vice President, Wealth Advisor at Sequoia Financial Group in November 2023 to Present
Principal. Portfolio Manager at M Capital Advisors in September 2005 to December 2023
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Investments
Portfolio Management
Fixed Income
Alternative Investments
Asset Management
Equities
Investment Management
Private Equity
Asset Allocation
Financial Analysis
Equity Research
Capital Markets
Corporate Finance
Due Diligence
Financial Modeling
Fund Of Funds
Hedge Funds
Investment Banking
Investment Strategies
Mutual Funds
Risk Management
Valuation
Wealth Management
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Discover more about Sequoia Financial GroupWhat is Claude K email address?
Email Claude K at [email protected]. This email is the most updated Claude K's email found in 2026.
What is Claude K phone number?
Claude K phone number is 2103530500.
How to contact Claude K?
To contact Claude K send an email to [email protected]. If you want to call Claude K try calling on 2103530500. (updated on April 26, 2025)
What company does Claude K work for?
Claude K works for Sequoia Financial Group
What is Claude K's role at Sequoia Financial Group?
Claude K is Senior Vice President, Wealth Advisor
What industry does Claude K work in?
Claude K works in the Investment Management industry.
Claude K Email Addresses
Claude K Phone Numbers
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