Clay Franklin

Financial Advisor at Investment Consulting Group of Birmingham Michigan
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Contact Information
us****@****om
(386) 825-5501
Location
United States, US

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Bio

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Credentials

  • Series 24
    FINRA
    Oct, 2022
    - Nov, 2024
  • Series 7
    FINRA
    Sep, 2022
    - Nov, 2024
  • Series 66
    NASAA
    Sep, 2021
    - Nov, 2024
  • Bloomberg Market Concepts (BMC)
    Bloomberg LP
    Nov, 2020
    - Nov, 2024
  • Accident and Health Insurance
    Tennessee Department of Commerce and Insurance
  • Life Insurance
    Tennessee Department of Commerce and Insurance

Experience

  • Investment Consulting Group of Birmingham Michigan
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Jun 2022 - Present

  • Arid Delivery Products
    • United States
    • Food and Beverage Services
    • Founder
      • Apr 2021 - Present

  • Waypoint Financial Partners, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Intern
      • May 2021 - Jun 2022

  • SafeStamp®
    • Managing Analyst
      • Aug 2020 - May 2021

      • Oversee a 35-member analyst intern team daily to ensure optimal output• Organize weekly one-on-one meetings with all analysts to confirm day-to-day activities work towards achieving top-level goals• Overhauled internal intern tracking methods to improve organizational efficiency• Managed the fall analyst onboarding process—promoting company culture and providing guidance to new hires

    • Analyst
      • Feb 2020 - Aug 2020

      • Led 5-member analyst teams on multiple-month projects to provide strategy to C-suite• Systematically cataloged lifetime company expenses and transferred records onto cloud-based accounting software to provide financial organization• Conducted and evaluated reference interviews of top-level pharmaceutical executives to influence executive hiring procurement• Employed conceptual skills to distribute $50M within an 18-month use-of-funds statement to demonstrate budgeting competency to an investor Show less

Education

  • University of Tennessee, Knoxville
    Haslam College of Business, Bachelor of Business Administration - BSBA, Finance, General
    2018 - 2022
  • Battle Ground Academy
    2015 - 2018

Community

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