John Clendening

Founder/CEO at Forme Financial

John Clendening has a diverse work experience spanning several companies and roles. Currently, they are the Founder/CEO of Forme Financial, a tech-led advisory firm focused on reinventing wealth management for high-earning professionals, starting from physicians. Prior to this, they held board roles at Feed the Children in 2020. From 2016 to 2020, they served as the President and CEO of Blucora. John also worked at Charles Schwab from 2004 to 2015, holding various executive positions, including EVP + Co-Leader of the Retail Business Unit, EVP of Shared Strategic Services, and CEO of Charles Schwab Bank. Additionally, they were the President and Founder of eMac Digital's Restaurant Business Services Division, where they established a high-growth business services unit focusing on outsourced payroll and accounting services from 2001 to 2004.

John Clendening obtained their MBA degree in General Business from Harvard Business School, where they studied from 1987 to 1989. Prior to that, they earned a Bachelor of Arts degree in Economics from Northwestern University, attending from 1981 to 1985. In addition to their formal education, John Clendening also holds Series 7 and Series 24 certifications, although further details about the institution, month, and year of obtaining these certifications are not provided.

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Timeline

  • Founder/CEO

    April, 2021 - present