Clayton Wilhelm Email and Phone Number
\\\ GROWING UP \\\ ~ Grew up in Upstate New York. Loved to play sports like soccer, football, and basketball.~ Parents taught me the importance of hard work from a young age. As a result, I started mowing lawns and snowplowing for people in my neighborhood at the age of 12.~ Developed a love for finance and began reading and investing.\\\ WHY FINANCE \\\ ~ Choose finance because I have a strong desire to grow my understanding of the key operations and numbers of a business. ~ Have always sought to grow in knowledge in all finance-related topics through personal reading, volunteering, or formal education. ~ Decided to minor in Data Analytics because data provides insight and knowledge to help solve complicated problems.\\\ CAREER GOAL \\\ Seeking to use analytical, leadership, and communication skills to serve a company in any investing, research, or data analysis operations.
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Client Services AssociateWealth EnhancementCedarville, Oh, Us
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AnalystBeyond Angels Jun 2023 - PresentCedarville, Ohio, United States• Led discussions with CEOs looking for millions of dollars in venture funding• Conducted business analysis to determine the viability of investment• Synthesized market research to compare and contrast competition• Coordinated meetings with CEOs and Angel investors• Presented analysis via speech and PowerPoint to high-net-worth accredited investors• Conducted exit analysis based on historical exit multiples within the company-specific industry -
Loan Services RepresentativeGlens Falls National Bank May 2023 - PresentGlens Falls, New York, United States• Gained experience working office environment• Grew attention to detail by updating loan data• Checked documents for proper vesting, legal descriptions, closing dates, and signatures -
Service LeaderHannaford Supermarkets Dec 2020 - PresentQueensbury, New York, United States~ Promoted to Service Leader position within 3 months of employment ~ Trusted with responsibilities such as checking customers ID’s, opening, and closing the store ~ Enhanced attention to detail by counting/verifying cash registers balance ~ Resolved customer conflicts and complaints at customer service desk ~ Balanced academics at Genesee Community College while working 35+ hours a week ~ Gained leadership experience and communication skills through various responsibilities -
Landscape Business OwnerSelf-Employed 2015 - 2021Glens Falls, New York, United States~ Learned self-motivation from the young age of 13.~ Developed time management skills as I had as many as 12 clients at a time~ Practiced organizational skills by resoling the schedule conflicts of customerswho needed their driveways cleared by specific times~ Exhibited initiative waking up as early as 3am to start snow removal
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Tax PreparerVolunteer Income Tax Assistance - Vita - Foundation Inc 2018 - 2019Hudson Falls, New York, United States~ Added experience dealing with numbers~ Gained experience working with computer system to prepare taxes~ Exposed to people with different backgrounds
Clayton Wilhelm Education Details
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General Studies
Frequently Asked Questions about Clayton Wilhelm
What company does Clayton Wilhelm work for?
Clayton Wilhelm works for Wealth Enhancement
What is Clayton Wilhelm's role at the current company?
Clayton Wilhelm's current role is Client Services Associate.
What schools did Clayton Wilhelm attend?
Clayton Wilhelm attended Cedarville University, Word Of Life Bible Institute, Genesee Community College.
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