Clay Acer, Cfp®

Clay Acer, Cfp® Email and Phone Number

Wealth Manager @ Everhart Advisors
Columbus, OH, US
Clay Acer, Cfp®'s Location
Columbus, Ohio Metropolitan Area, United States
Clay Acer, Cfp®'s Contact Details

Clay Acer, Cfp® work email

Clay Acer, Cfp® phone numbers

About Clay Acer, Cfp®

Strength Finders Top Five:DeveloperWooPositivityAchieverIncluderFrom my work experience I have learned how to effectively communicate with others, respect others opinions that may be different and build strong relationships. I enjoy building relationships with others in all walks of life and engaging in their story, learning more about them as I openly communicate my own life. I am a quick learner and able to adapt to changes with ease. I enjoy learning new skills, teaching others and asking how I can continue to improve and grow personally and professionally. I am most engaged with work when I am able to work closely with others, building a team and developing others in their career.

Clay Acer, Cfp®'s Current Company Details
Everhart Advisors

Everhart Advisors

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Wealth Manager
Columbus, OH, US
Website:
everhartadvisors.com
Employees:
55
Clay Acer, Cfp® Work Experience Details
  • Everhart Advisors
    Wealth Manager
    Everhart Advisors
    Columbus, Oh, Us
    View
  • Trinity Financial Advisors Llc
    Financial Advisor
    Trinity Financial Advisors Llc Oct 2017 - Present
    Columbus, Ohio, United States
    - Subject Matter Expert and Operational assistance with client investment and management software: eMoney, Tamarac, Addepar, Canoe and Excel- Planning support for client needs- Prepare and review business and investment reports in Morningstar & Addepar- Analyze and organize client data across tech stack- Rebalance client accounts using Advisor Rebalancing by Tamarac
    View
  • Wallick Communities
    Assistant Executive Director
    Wallick Communities Jan 2016 - Sep 2017
    Columbus, Ohio Area
    Assisted specific needs across the company in various managerial roles. Traveled to all five senior housing communities to support their managerial staff by training, equipping, and assisting their needs as the new communities leased up. Tasked with becoming the subject matter expert for the newly updated business system and then traveled to train managers and associates. Various ad hoc reporting in Excel and the business software to help Senior Living Management with business decisions. Created and analyzed financial reporting for the Executive Team to assist with investor communication about Senior Living.
    View
  • Cardinal Health
    Advisor Fp&A - Eit Finance
    Cardinal Health Nov 2012 - Dec 2015
    Dublin, Oh
    Served as a finance business partner to the EIT shared services leadership team to develop forecasts and budgets. Oversaw month end process and prepared monthly financial reporting. Provided financial support and analysis of operating expenses; helped identify risks and opportunities. Explained variances in budget and made recommendations based on analysis. Progressed in various finance roles within Cardinal to support business needs. Gained data analysis, negotiation, and customer service skill sets in previous roles.
    View
  • Campus Crusade For Christ
    Campus Minister For Fraternities
    Campus Crusade For Christ Sep 2010 - Aug 2012
    Columbus, Oh
    Developed and maintained a committed donor base of over 150 people to meet budget goals;Mentored 6-8 Greek student leaders in one-on-one weekly meetings;Co-Led an international trip for 24 university students by planning programs and teachings;Facilitated and led a training seminar for over 25 students

Clay Acer, Cfp® Skills

Microsoft Office Microsoft Excel Powerpoint Event Planning Microsoft Word Customer Service Accounting Public Speaking Social Media Organization Social Networking Nonprofits A/r Collections Customer Satisfaction Leadership Analysis Finance Time Management Communication Analytical Skills

Clay Acer, Cfp® Education Details

Frequently Asked Questions about Clay Acer, Cfp®

What company does Clay Acer, Cfp® work for?

Clay Acer, Cfp® works for Everhart Advisors

What is Clay Acer, Cfp®'s role at the current company?

Clay Acer, Cfp®'s current role is Wealth Manager.

What is Clay Acer, Cfp®'s email address?

Clay Acer, Cfp®'s email address is cj****@****ail.com

What is Clay Acer, Cfp®'s direct phone number?

Clay Acer, Cfp®'s direct phone number is +161455*****

What schools did Clay Acer, Cfp® attend?

Clay Acer, Cfp® attended The Ohio State University - The Max M. Fisher College Of Business.

What are some of Clay Acer, Cfp®'s interests?

Clay Acer, Cfp® has interest in Skiing, Investing, Baseball, Reading, Golfing.

What skills is Clay Acer, Cfp® known for?

Clay Acer, Cfp® has skills like Microsoft Office, Microsoft Excel, Powerpoint, Event Planning, Microsoft Word, Customer Service, Accounting, Public Speaking, Social Media, Organization, Social Networking, Nonprofits.

Who are Clay Acer, Cfp®'s colleagues?

Clay Acer, Cfp®'s colleagues are Logan Pearlman, Jack Mancinotti, Cfp®, Katelyn Weaver, Hunter Shepherd, Andrew Pfeiffer, Jesse Garcia, Steve Murlin.

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