Clay Lancaster
Client Services Associate @Cordell, Neher & Company, Pllc
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WORK HISTORY
Client Services Associate @Cordell, Neher & Company, Pllc
Wenatchee, WA, US
ABOUT CLAY LANCASTER
Cordell, Neher & Company benefits from my role as a Client Services Associate, where I utilize skills in client relations, portfolio reporting, and account onboarding to support our financial services. With a degree from Gonzaga University and an SIE certification issued by FINRA, I contribute to fostering strong client relationships and delivering accurate performance analysis. My prior experience at Logic20/20 has further honed my analytical and communication abilities, enabling me to collaborate effectively with teams and clients.
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