Director - National Accounts
Katie Shook leads the National Accounts strategy at Clir Capital. She manages the firm’s broker-dealer partnerships, develops new opportunities, and provides home office support. Previously, she worked with CNL Securities for 7 years where she was Associate Vice President, Key Accounts and was responsible for relationship management, business development, and home office support. She started at CNL Securities as an internal wholesaler. Before becoming a member of CNL Securities’ sales team, she was a senior marketing associate for CNL Commercial Real Estate for 2 years.
Prior to CNL, Katie was as a regional account manager for VaxCare Corp., where she was responsible for researching, assessing and recommending new markets for public health immunization partnerships, while developing new client accounts.
Katie is a third generation Floridian, resides in Orlando, and graduated from Florida State University. She holds Series 7 and 63 licenses.