Clayton Eftink
NCAA D1 Athlete | Student Governor Emeritus | MBA Candidate
- Role
- Wealth Management Intern at Cuba Financial Group
- Location
- Cape Girardeau, MO, US
- LinkedIn followers
- 500 followers
About Clayton Eftink
MBA candidate at Southeast Missouri State University with a foundation in Finance and…
Experience
Wealth Management Intern
May 2024 — Present · Cape Girardeau, MO, US
Collaborate with analysts and financial planners to develop and monitor retirement portfolios, ensuring alignment with client goals. • Conduct one-on-one consultations with clients alongside financial advisors to assess individual financial goals and risk tolerances.• Perform market research and analysis to identify investment opportunities and support decision-making processes.• Support the implementation of investment recommendations and monitor portfolio adjustments.
Education
Southeast Missouri State University
Majors: Finance & Business Administration, Minors: Accounting, Entrepreneurship, & Business Law
2020 — 2024
Southeast Missouri State University
Master of Business Administration - MBA (Financial Management Specialization)
2024
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