Clay Parker Email & Phone Number

Daily reconcile and email cash log activities for collateralized loan obligations (CLOs) to our clients recording previous day’s cash activity Move money between different cash accounts daily for CLOs and prepare outgoing wire transfers for requested payments and trades Reconcile breaks in cash logs to match our internal system of Fusion, which is our database of recorded transactions/trades for all our deals Communicate with clients and internal departments regarding missing notices, unprocessed/incorrect transactions, and other issues requiring resolution Generate monthly and quarterly reports for assigned CLOs to send out to client(s)

Developed sales skills through daily training needed for cold calls and running meetings for prospective clients; averaged over 300 cold calls each week to schedule an introductory meeting around individuals’ 401(k) accounts, tax strategies, retirement planning, etc. Ran meetings introducing the firm to prospective clients’ identifying their needs along with opportunities engaging in business; learned retirement benefits provided by different companies for employees understanding areas we can serve individuals Helped reallocate clients’ 401(k) balances based upon available investment options and each client’s risk tolerance and investment objectives Strategized with clients to help achieve their financial goals mainly around investments, taxes, and retirement planning

Education record

After hours Python/Data Analytics bootcamp

Bachelor'S Degree, Mathematics