Clayton Wood has been working as a Financial Advisor at Linden Thomas & Company since 2018. Moreover, this person has professional experience at more than eight companies in the relevant field. Clayton has a total work experience of nine+ years. Clayton Wood studied at the Bowling Green State University from 2013 to 2017. Clayton has professional certification as Ohio Department of Insurance, License 1069978 and Property & Casualty Insurance and Clayton has studied English. Charlotte, North Carolina is the place where this person currently lives. You can contact with Clayton by searching for phone or email or get exhaustive information by requesting access to this professional's details from us.
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Clay Wood
Last updated Jul 07, 2024
Contact Information
Workplace
Colleagues
Work History
Financial Advisor
516 north Tryon St, Charlotte, NC 28202
Mar 2018 — Mar 2019
Account Transition Specialist
100 Vanguard Blvd, Valley Forge, PA
Assisted clients in the business development process by providing guidance on the most cost, tax, and time efficient way to transfer their assets up to $1 million to their retirement and non...
Jul 2017 — Mar 2018
Employee Benefits Consultant
655 Fox Run Rd SUITE A, Findlay, OH 45840
Analyzed and forecasted insurance and employer plan cost data for businesses up to 5000 employees to recommend specific insurance and investment products -Presented insurance, employee manag...
May 2015 — Jul 2017
Program Associate
6913 east Rembrandt Ave SUITE 2, Mesa, AZ 85212
Planned, promoted, and executed an international leadership conference for over 100 participants -Served as the primary contact for chapters, guest speakers, and alumni participating in the ...
Nov 2015 — Apr 2016
Team Lead
370 Townsend Ave, San Francisco, CA
Recruited, created, and lead a team of college students to promote the Tilt brand on college campuses -Advertised company promotions and created product recognition to become a front-runner ...
May 2014 — Feb 2016
Property and Casualty Sales Intern
22 north Erie St, Toledo, OH 43604
Monitored Producer's monthly sales reports to inform the company of the total possible revenue in pipeline. By doing this I was able to help the Knight Insurance Group increase their total ...
May 2015 — Aug 2015
Sales Associate
3308 north Mitthoeffer Rd, Indianapolis, IN 46229
Generated sales in a high traffic environment by up-selling and recommending products to customers
Exceeded corporate annual sales goal by 200%
Collaborated with associates to maximize pr...
Aug 2011 — Dec 2013
Education
2013 — 2017
Occupations
Financial Broker
Financial Consultant
Financial Services Professional
Financial Services Sales Agent
Skills
Leadership
Time Management
Social Media
Marketing
Microsoft Office
Customer Service
Teamwork
Public Speaking
Sales
Team Leadership
Social Networking
Microsoft Excel
Facebook
Powerpoint
Health Insurance
Social Media Marketing
Marketing Communications
Life Insurance
Employee Benefits
Property and Casualty Insurance
Consulting
Finance
FAQs about Clayton Wood
What is the main profession of Clayton Wood?
Clayton Wood is a Junior Financial Advisor.
What jobs is Clayton proficient at at?
Clayton is proficient at Financial Broker and Financial Consultant jobs.
Where is Clayton Wood currently located?
The expert is located in Charlotte, North Carolina.
Where did Clayton Wood work?
This expert worked at Linden Thomas & Company, Private Wealth Manger.
Where has Clayton Wood studied?
Clayton studied at the Bowling Green State University from 2013 to 2017.
What are the certifications of Clayton Wood?
The professional received the following certifications: Ohio Department of Insurance, License 1069978, Property & Casualty Insurance, Accident/Health and Life Insurance, and License 1069978.
What languages does Clayton Wood speak?
Clayton Wood speaks English.
Are there any special industries Clayton Wood works in?
This professional works in Insurance industry.