Clay Acer, CFP®
Financial Advisor at Trinity Financial Advisors LLC- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Credentials
-
Certified Financial Planner (CFP)
CFP BoaMay, 2020- Sep, 2024 -
Series 65: Uniform Investment Advisor Law Examination
FINRA (Financial Industry Regulatory Authority)Feb, 2018- Sep, 2024 -
Notary Public
Ohio Secretary of StateOct, 2022- Sep, 2024
Experience
-
Trinity Financial Advisors LLC
-
United States
-
Financial Services
-
1 - 100 Employee
-
Financial Advisor
-
Oct 2017 - Present
- Subject Matter Expert and Operational assistance with client investment and management software: eMoney, Tamarac, Addepar and Excel - Planning support for client needs - Prepare and review business and investment reports in Morningstar - Analyze and organize client data - Rebalance client accounts using Advisor Rebalancing by Tamarac - Subject Matter Expert and Operational assistance with client investment and management software: eMoney, Tamarac, Addepar and Excel - Planning support for client needs - Prepare and review business and investment reports in Morningstar - Analyze and organize client data - Rebalance client accounts using Advisor Rebalancing by Tamarac
-
-
-
Wallick Communities
-
United States
-
Real Estate
-
200 - 300 Employee
-
Assistant Executive Director
-
Mar 2016 - Sep 2017
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.
-
-
-
Cardinal Health
-
United States
-
Hospitals and Health Care
-
700 & Above Employee
-
Advisor FP&A - EIT Finance
-
Nov 2012 - Jul 2015
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.
-
-
-
Campus Crusade for Christ
-
India
-
Appliances, Electrical, and Electronics Manufacturing
-
1 - 100 Employee
-
Campus Minister for Fraternities
-
Sep 2010 - Aug 2012
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 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
-
-
Education
-
2006 - 2010
The Ohio State University - The Max M. Fisher College of Business
BSBA Business Finance, Finance, General
Community
