Senior Portfolio Administration Specialist
Current
Jul 2024 - Present
AeroLeads people directory · profile
Clayton C. Email & Phone Number
Senior Portfolio Administration Specialist
at
TFO Family Office Partners
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Portfolio Administration Specialist
Location
Phoenix, Arizona, United States
Who is Clayton C.? Overview
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Quick answer
Clayton C. is listed as Senior Portfolio Administration Specialist at TFO Family Office Partners, based in Phoenix, Arizona, United States. AeroLeads shows a matched LinkedIn profile for Clayton C..
Clayton C. previously worked as Portfolio Administration Specialist at Tfo Family Office Partners and Member Board of Directors at Scottsdale Rising Young Professionals. Clayton C. holds Master Of Business Administration - Mba from Grand Canyon University.
Company email context
Email format at TFO Family Office Partners
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TFO Family Office Partners
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Profile bio
About Clayton C.
Teams define what success is, then develop a strategic plan to achieve it. I desire to solve unique problems, be teachable, and develop a mindset of job ownership to help our organization grow and retain our competitive advantage.
Current workplace
Clayton C.'s current company
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13 roles · 12 years
Clayton C. work experience
A career timeline built from the work history available for this profile.
Portfolio Administration Specialist
- The true value of your wealth isn’t what’s shown on a statement.It’s about empowering you toward your specific purpose.That’s how TFO Family Office Partners can help.Wealth shouldn’t feel stressful and complex. We’ve.
- Care
- Vision
- Confidence
- FreedomA true family office experience is more than just a collection of knowledgeable professionals. It requires a team that works in concert to provide the experience your family deserves across a wide range of.
- Wealth Planning and Family Office Services
Feb 2022 - Jun 2024
Member Board Of Directors
Scottsdale Rising Young Professionals is a program of the Scottsdale Area Chamber of Commerce designed to engage young professionals ages 23-39. SRYP holds events with alternating formats between exclusive business tours/influential speakers, community service, mentorship, and social networking.
Wef Global Shaper | Phoenix Hub
Phoenix Shapers are exploring the SDGs through our SDG World Tour. Each month, for 17 months, the Phoenix hub focuses on one of the SDGs and works to further that goal in the Phoenix region. By thinking globally and acting locally, Phoenix shapers partner with local non-profits and organizations to make a more sustainable Phoenix.
Client Relationship Associate
May 2021 - Jan 2022
Client Services
May 2019 - Mar 2021
Intern
Nov 2016 - Apr 2019
Recruiter
May 2017 - Aug 2017
Team Lead
Jun 2015 - Nov 2016
Front Desk
2014 - 2015
~1 yr
Construction Worker
Independant Contractor
May 2014 - Jul 2014
May 2013 - Jul 2013
Processor
Jun 2012 - Jul 2012
2 education records
Clayton C. education
Master Of Business Administration - Mba
Bachelor'S Of Science, Business, Magna Cum Laude
FAQ
Frequently asked questions about Clayton C.
Quick answers generated from the profile data available on this page.
What company does Clayton C. work for?
Clayton C. works for TFO Family Office Partners.
What is Clayton C.'s role at TFO Family Office Partners?
Clayton C. is listed as Senior Portfolio Administration Specialist at TFO Family Office Partners.
Where is Clayton C. based?
Clayton C. is based in Phoenix, Arizona, United States while working with TFO Family Office Partners.
What companies has Clayton C. worked for?
Clayton C. has worked for Tfo Family Office Partners, Scottsdale Rising Young Professionals, Global Shapers Community, Tandem Wealth Advisors, and Templeton Financial Services.
How can I contact Clayton C.?
You can use AeroLeads to view verified contact signals for Clayton C. at TFO Family Office Partners, including work email, phone, and LinkedIn data when available.
What schools did Clayton C. attend?
Clayton C. holds Master Of Business Administration - Mba from Grand Canyon University.
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