Unlimited Email and Phone number
Everything you need to reach more inboxes and close more deals
Unlimited Contact Only at$79
Clay Ellis
Summer Intern @BIP Wealth
Signup · Get unlimited contacts
WORK HISTORY
Summer Intern @BIP Wealth
Atlanta, GA, US
Collaborated with a Private Wealth Advisor to analyze a client’s portfolio and develop a comprehensive financial plan for presentation Analyzed private market funds to present before senior executives, examining the risks and deciding what client it would be suitable for Learned about wealth management from a multitude of private wealth advisors and associate advisors, diving deep into the private equity and private credit side of financial planning
EDUCATION
Auburn University Harbert College of Business
Bachelor's degree
ABOUT CLAY ELLIS
I\'m a finance Major at Auburn University\'s Harbert College of Business with a variety of work experience. I pride myself on being very team-oriented and hard-working, allowing me to work in many situations.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.