Clay Cochran, CFP®, ChFC®, MBA, CFS®, APMA™
Private Wealth Advisor at MavenCross Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Greater Birmingham
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Experience
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MavenCross Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC
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Financial Services
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1 - 100 Employee
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Private Wealth Advisor
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Nov 2015 - Present
Birmingham, Alabama Area Our practice was previously known as Jeff Roberts & Associates, An Ameriprise Private Wealth Advisory Practice
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Financial Planning Analyst
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Aug 2014 - Nov 2015
Birmingham, Alabama Area
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Discount Broker
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Jul 2013 - Aug 2014
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Investment Systems Coordinator
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Aug 2012 - Jul 2013
Birmingham, Alabama Area
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Sales Admin Analyst
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Mar 2011 - Aug 2012
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Wells Fargo
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United States
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Financial Services
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700 & Above Employee
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Loan Document Specialist
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Nov 2010 - Mar 2011
Birmingham, Alabama Area
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Enterprise Rent-A-Car
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United States
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Real Estate
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Assistant Manager
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Jun 2008 - Nov 2010
Birmingham, Alabama Area
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Education
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2011 - 2013
University of Alabama at Birmingham - Collat School of Business
Master of Business Administration (MBA) -
2005 - 2008
University of Alabama
Bachelor of Science, Business Administration and Management
Community
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