Mar 15, 2017
In poaching coup, Charles Goldman hires open-API wizard Mukesh Mehta to AssetMark from Cetera
The legendary chief information officer headed Schwab Institutional's efforts before shepherding in TD Ameritrade's legendary open API
Person
Cathy Clauson
3 articles
Articles tagged "Cathy Clauson"
May 13, 2014
Natalie Wolfsen is leaving New York to reunite with Charles Goldman out West
The ex-Schwab, ex-Pershing product exec assumes Myra Rothfeld's duties and then some
Apr 25, 2014
Charles Goldman recruits his one-time Schwab leftenant to be his right-hand woman at AssetMark
Cathy Clauson fills newly created position related to TAMP sales
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