Margaret Clark, CFA, CPA

AVP Investment & Analysis at Wellabe

Margaret Clark, CFA, CPA has a diverse work experience in the finance and accounting industry. Margaret currently holds the position of AVP Investment & Analysis at American Enterprise Group, Inc. since September 2021. Prior to this, they served as the Director Investment & Analysis from April 2020 to September 2021 at the same company. Margaret also has experience as an Accounting & Investment Manager from January 2020 to April 2020 and as an Accounting Manager from July 2018 to January 2020 at American Enterprise Group, Inc.

Before joining American Enterprise Group, Inc., Margaret worked at the Federal Home Loan Bank of Des Moines as a Financial Accounting Analyst III, Derivatives from November 2016 to July 2018.

Earlier in their career, Margaret had roles at Athene USA and Aflac. At Athene USA, they worked as a Senior Investment Accountant from May 2015 to November 2016 and as an Investment Accountant from September 2014 to May 2015. At Aflac, Margaret held the position of Investment Accountant I from September 2013 to August 2014 and Divisional Analyst from September 2011 to September 2013.

Margaret Clark, CFA, CPA has a strong educational background in accounting and business administration. Margaret obtained a Bachelor of Arts degree from Graceland University in 2011, majoring in Accounting, Business Administration, and Mathematics. Margaret further pursued their education at Auburn University, where they completed a Masters of Accountancy degree in 2013, specializing in accounting.

In addition to their academic achievements, Margaret has also obtained two significant certifications in their field. In 2014, they became a Certified Public Accountant (CPA). Subsequently, in 2018, they earned the designation of Chartered Financial Analyst (CFA) from the CFA Institute.

Based on the provided information, Margaret Clark's education and certifications provide a solid foundation for a successful career in the fields of accounting and finance.

Links

Previous companies

Aflac logo

Timeline

  • AVP Investment & Analysis

    September, 2021 - present

  • Director Investment & Analysis

    April, 2020

  • Accounting & Investment Manager

    January, 2020

  • Accounting Manager

    July, 2018

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