Cathleen Davis-Whitmore, CMO
Cathleen Davis-Whitmore is the Chief Marketing Officer at Financial Cloud Works, LLC. With a robust 21-year tenure in the financial industry, she has become an Individual Retirement Account (IRA) subject matter expert, offering unparalleled sales and marketing strategies coupled with technical acumen to a diverse clientele including financial advisors, CPAs, and estate planning attorneys.
A proud resident of Charlotte, NC, Cathleen’s academic achievements include a master’s degree in social work from West Virginia University, a foundation that has been instrumental in her success within the financial sector. Her ability to translate interpersonal skills into business acumen is a valuable trait.
Patrick Murphy
Patrick Murphy is the Director of Sales & Marketing for Financial Cloud Works, LLC and has over a decade of experience in financial services. As a Marketing Product Manager at Bank of America, supporting the Private Bank and Merrill, he developed collateral and thought leadership for ultra-high-net-worth clients across various business lines, including Family Office, Next Generation, Trust & Estate, and Wealth Strategy. Previously, as an IRA Product Manager at Wells Fargo Advisors, he consulted on IRA strategies and coordinated business development calls for over 14,000 advisors. Patrick previously held the Series 7 and 66 licenses, Accredited Investment Fiduciary (AIF) and Retirement Income Certified Professional (RICP) designations. He earned an MBA from the University of North Carolina at Charlotte and a BA in Business from Queens University of Charlotte.
Carson Hagemann
Carson Hagemann is the Administrative and Operations Manager for Financial Cloud Works, LLC, bringing over a decade of experience in the financial services industry. She is dedicated to creating a collaborative work environment and implementing strategies that enhance operational efficiency and client satisfaction.
Carson earned her bachelor’s degree in English from UNC Wilmington, where she developed strong analytical and communication skills that she continues to leverage in her professional life.
Thomas Evans
Thomas Evans is a Sales Support Representative with over 20 years of experience in the IT and Banking industry, skilled in Microsoft and Apple products. With 15 years of managerial and customer service experience with Financial Advisors, he excels in resolving complex issues. As a certified Life Coach and Public Speaker, Thomas is passionate about helping others succeed and exceeding company targets.