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About Us 2018-02-08T17:01:41+00:00

Our History…

clearTREND was first developed in the summer of 2011 in conjunction with Appleton Group, Skyline Technologies, Microsoft Azure, and Xignite Data Services.  Coding was completed in the following November and was launched in January of 2012 as a solution exclusively for the managed portfolios and private clients of Appleton Group in Appleton, Wisconsin.

As the 17th oldest separate account manager to exclusively use exchange-traded funds, Appleton Group has extensive experience and success in offering risk-managed, tactical strategies.  Nearing the 10th anniversary of their founding, Appleton Group saw an opportunity to create its own trend analysis engine that offered historically similar downside protection but offered improved upside participation during periods of sustained market advances, superior analytics (success rates, cumulative returns, draw-down reductions, historic trade-by-trade history, security optimization, etc.) as well as the potential for future commercialization.

In November 2017, clearTREND was spun off as a separate company in partnership with Skyline Technologies.

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Our Future…

We’re on a mission to improve the long-term economic sustainability of individuals, families, advisors, and companies around the planet.  At clearTREND, we believe that prosperity requires ongoing attention and care.  We’re looking for smart, energetic individuals to join our team here in Appleton who want to make a real difference.

Meet Our Board of Directors

clearTREND’s Board of Directors is comprised of experienced, dedicated, and highly qualified leaders with a variety of professional backgrounds…

Mark C. Scheffler
Mark C. SchefflerBoard President
Mark is the Founder and CEO of Appleton Group LLC, a Registered Investment Advisor located in Appleton Wisconsin and the original creator of clearTREND. With more than 20 years of experience in the financial services industry, Mark brings a deep understanding of the needs of professional advisors, individual investors & 401(k) participants, fund managers, and CFOs/Analysts.

Mark currently serves on the Boards of the Fox Cities Chamber of Commerce, Outagamie County Historical Society, High Cliff Yacht Club and Blue Jean Nation. He is an Accredited Investment Fiduciary (AIF) and one Wisconsin’s most highly rated investment managers (Morningstar, Sept. 2017).

Ginger Jones
Ginger JonesCFO, Cooper Tire and Rubber Company
Ginger is Sr. Vice President and Chief Financial Officer for Cooper Tire & Rubber Company (NYSE: CTB), a $3.4 billion global manufacturer headquartered in Findlay, Ohio and in this position is responsible for all finance, treasury, investor relations, strategic planning and information technology functions. She previously served as CFO for Plexus Corp. of Neenah, Wisconsin (2007-2014) and Corporate Comptroller for Banta Corporation (acquired by RR Donnelley (NYSE: RRD) in 2007.

Ginger is a graduate of the University of Utah and attained her M.B.A. from Ohio State University. She also serves on the Boards of Libbey Corporation (NYSE: LBY), Blanchard Valley Health Systems, and the Findlay Family YMCA.

Graeme Rattray
Graeme RattrayLitigation Counsel, Bemis Company Inc.
Graeme received his Bachelor of Science Degree in Mass Communication/Public Relations from Boston University and his Juris Doctor form the Washington University School of Law in St. Louis, Missouri. He currently serves as Litigation Counsel for Bemis Company (NYSE: BMS), Inc. in Neenah, Wisconsin where he specializes in dispute resolution and litigation avoidance.

Prior to his tenure with Bemis, Graeme served as a partner with the Appleton Branch of Hinshaw and Culbertson LLP, specializing in employment and commercial law. He has served on the Board of the Community Foundation for the Fox Valley Region and was a member of the City of Appleton Common Council.

Mike Lauer
Mike LauerBusiness Development Manager, Skyline Technologies
Mike represents the employee-owners of Skyline Technologies and is a self-avowed “technology evangelist.” He brings over 20 years of experience in all facets of the IT industry as well as a broad range of exposure to a variety of industries and disciplines. Mike is an entrepreneurial spirit and strategic thinker.

In his current role as a Business Development Manager at Skyline, Mike focuses on listening to his clients to understand what drives their business, what causes them pain, what distinguishes them in the marketplace, and what they need to succeed. He believes that when you understand those drivers you better understand where and how to help. It’s not about technology, its about business, innovation, customer service, ROI, and results.

Robyn Gruner
Robyn GrunerDirector of External Affairs, AT&T of Wisconsin
In her role as Director of External Affairs for AT&T (NYSE:T) in Northeastern/Central Wisconsin, Robyn acts as a liaison between AT&T and community and business leaders in twenty counties. She is a Wisconsin native and has worked in the telecommunications and information technology industry for over 17 years, including fourteen years with AT&T.

Robyn serves on the Board of Directors for American National Bank of the Fox Cities, is the President of the Board of Directors for Wisconsin Court Appointed Special Advocates (CASA), a member of the Board of Directors for The New North, as well as a member of the ADVANCE Green Bay Economic Development Board of Directors. She formerly served on the boards of the Fox Cities Chamber of Commerce, Appleton Downtown Inc. (ADI), Downtown Green Bay Inc., Best Friends of Neenah-Menasha, and Mid-Day Women’s Alliance.

Start Your Career With clearTREND Research

clearTREND is currently seeking top talent in a variety of areas, including leadership, software development, marketing/advertising, subscriber support and sales.  Our employees are dedicated to making a difference in the financial lives of our subscribers, and are committed to improving the economic, social and environmental sustainability of the world in which we live.

Candidates with diverse backgrounds and experiences are encouraged to apply.  Key positions include…

Corporate Leadership…

Chief Operating Officer (C.O.O.)
Responsible for the day-to-day operations of the company, this executive leader works closely with our Board of Directors to execute clearTREND’s long-term mission. S/he oversees all marketing, operations, and sales efforts, and has primary responsibility for all initial corporate staffing. Candidates will have extensive mid-to-senior level experience in operations, corporate branding and marketing, finance, sales, business intelligence, and information technology. Candidates will also possess a strong understanding of the financial services industry, especially investment management, brokerage/custody, defined contribution plans, etc.
Director of Marketing / Advertising
Responsible for all external engagement, including marketing, advertising and branding of clearTREND to all distribution channels, including primary responsibility for development of clearTREND Media.

Extensive experience in both traditional and social media required. Candidates must posses a minimum of 5-years relevant experience with demonstrated ability to think creatively, produce deliverables on-time and on-budget, create long-term campaigns to a variety of channels, and measure effectiveness of all outreach efforts.

Director of Administration
This position assists the Chief Operating Officer in the day-to-day operations of the company. Primary responsibilities include employee on-boarding, payroll, benefits, bookkeeping, preparing monthly/quarterly financial reports, facilities, securing and maintaining office equipment and supplies, implementation of cyber-security policies, etc.
Executive Leadership 100%
Strategy Execution 100%
Sales Management 100%
Business Intelligence 100%
Branding 100%
Broadcast Media 100%
Content Creation 100%
Social Media 100%
Human Resources 100%
Bookkeeping 100%
Payroll 100%
Financial Reporting 100%
Facilities Management 100%

Technology…

Trend-gineers

As part of an internal team, trend-gineers are responsible for daily internal software support of clearTREND, including ensuring 100% service availability, verification of nightly update process, evaluation and publication of best-fit security solutions, business analytics, subscription interface validation, etc. Candidates will also serve as our primary customer service representatives using Intercom, our fully integrated customer engagement application. Trend-gineers are staffed by people who are engaged, curious, entrepreneurial, academically successful and team-oriented. We welcome applicants of diverse backgrounds, talents, and experiences.

Analysis / Troubleshooting 100%
Subscriber Engagement / Support 100%
Cloud Computing 100%
Business Analytics 100%
User Interface Design 100%

Sales…

Sales - 401(k) Participant and Individual Investor Channels
Responsible for subscriber engagement through both the 401(k) Participant channel and advanced individual investor channel. Candidate must possess extensive knowledge of financial services industry, specifically all defined contribution plans (401k, 403b, 457b), portfolio construction and design, custody, risk and performance analysis, etc. Must be outgoing, inquisitive, engaging, personable. High compensation potential based on subscriber development and retention.
Sales - CFO / Analyst Channel
Candidate holds primary responsibility for subscriber growth and engagement of CFOs, financial analysts, researchers, educators, economic development professionals, etc. Must demonstrate extensive knowledge of more than 150 unique U.S. market sectors, 30 separate listed commodities, as well as expertise in geography and international commerce. Must be outgoing, inquisitive, engaging, personable. High compensation potential based on subscriber development and retention.
Sales - Professional Advisor Channel
Responsible for subscriber engagement through the Professional Advisor channel. Candidate must possess extensive knowledge of financial services industry, specifically investment advisor and broker practices, financial planning, security research, portfolio construction and design, risk and performance analysis, etc. Must be outgoing, inquisitive, engaging, personable. High compensation potential based on subscriber development and retention.
Sales - Professional Fund Manager Channel
Responsible for subscriber engagement through the professional fund manager channel. Candidate must possess extensive knowledge of financial services industry, specifically investment management, security research, portfolio construction, risk and performance analytics, etc. Must be outgoing, inquisitive, engaging, personable. High compensation potential based on subscriber development and retention.
Investment Knowledge 100%
Strong Interpersonal Skills 100%
Analytical 100%
Knowedge of U.S. Sectors 100%
Commodities, Geography 100%
Strong Analytical Skills 100%
Personable, Engaging 100%
Investment Knowledge 100%
Strong Interpersonal Skills 100%
Analytical 100%
Investment Knowledge 100%
Strong Interpersonal Skills 100%
Analytical 100%