Claire Maurer

Director - Investment Solutions at Cetera Financial Group

Claire Maurer has a significant work experience in the financial industry. Claire started their career in 2004 at Girard Securities, where they held the role of AVP, Advisor Relations. In this position, they focused on business process automation and optimizing workflows. Claire also played a key role in launching new technology initiatives and organizing professional development opportunities for office support staff.

In 2015, Claire joined Cetera Financial Group as a Product Manager in Investment Solutions. Claire was responsible for managing and enhancing the advisory offering of the company. Claire'sresponsibilities included strategic planning, collaboration with various internal units, internal communications, and project planning.

Claire was later promoted to the role of Manager in Investment Solutions at Cetera Financial Group, where they continued to contribute to the success of advisory platforms.

Currently, Claire serves as the Director - Investment Solutions at Cetera Financial Group, a position they have held since March 2021. In this role, they are responsible for overseeing the management and enhancement of the advisory offering. Claire collaborates with different organizational units and external partners to address operational challenges and ensures the successful implementation of departmental project planning and reporting initiatives.

Overall, Claire has demonstrated a strong background in the financial industry, particularly in investment solutions and advisory services. Claire has a proven track record of managing and enhancing these offerings and has been recognized for their expertise in improving workflows and driving operational efficiency.

Claire Maurer received a Bachelor of Arts (BA) degree from Messiah University from 2000 to 2004. Claire also attended Temple University from 2001 to 2003, although it is not mentioned if they obtained a degree or field of study there. Additionally, they hold certifications in Series 7, 63, 24, and 99 from FINRA (Financial Industry Regulatory Authority). The specific dates of when they obtained these certifications are not provided.

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Timeline

  • Director - Investment Solutions

    March, 2021 - present

  • Manager, Investment Solutions

    March, 2019

  • Product Manager, Investment Solutions

    October, 2015