Clir Capital Adds Katie Shook as Director of National Accounts
Thu Sep 17 2020 06:00:00 GMT+0000 (Coordinated Universal Time)
Clir Capital announced today that Katie Shook has joined the team as Director of National Accounts. In her new role, Katie will be responsible for overseeing the firm’s national accounts and business development strategy.
“We’re thrilled to have Katie on-board,” said Nate Romero, Clir Capital’s Executive Director. “As a seasoned industry veteran, Katie brings a depth of knowledge and experience to Clir’s National Accounts that will complement our platform of current products and offerings in the pipeline. Her extensive relationships within the broker-dealer community are a result of her diligence, energy and positive attitude.”
“I’m excited to be part of the dynamic and experienced team Clir has assembled,” said Katie. “Their understanding of the marketplace and creative approach to syndication is a real breath of fresh air. I’m looking forward to bringing more BD partnerships to really solidify our brand.”
Katie joins Clir after seven years with CNL Securities, Inc. During her tenure at CNL, Katie focused on the company’s presence in the specialized and boutique broker-dealer space. As Associate Vice President of Key Accounts, she was responsible for identifying specific broker-dealer opportunities, relationship management and home office support.
Katie is a third generation Floridian, resides in Orlando, and graduated from Florida State University. She holds Series 7 and 63 licenses.
About Clir Capital:
Clir (pronounced "clear") Capital is a boutique investment banking firm specializing in the conceptualization, design, and distribution of non-correlated investments to Broker/Dealers (BDs) and Registered Investment Advisors (RIAs). We partner with institutional asset managers to prepare and guide them through the process of diversifying their sources of capital by entering the independent BD and RIA channels. Clir Capital focuses on the use of innovative and creative investment structures to assist our clients in achieving their goals while prioritizing marketability in today's environment.
Securities offered through International Assets Advisory, LLC – Member FINRA/SIPC. IAA is not affiliated with Clir Capital, LLC.