Brian Clark Wood Jr.

Dynamic professional with experience at High Knoll Wealth Advisors, excelling in financial analysis and client relationship management. Proven track record in developing systems that optimize supply chain processes and enhance compliance. Recognized for driving significant sales growth and fostering strong customer connections, demonstrating both analytical and interpersonal skills.

• Series 65 – Uniform Investment Adviser Law Exam, 07/25
• Microsoft Excel Expert (Microsoft 365 Apps and Office 2019)
• Bloomberg Market Concepts (BMC) Certification
• "Python: Working with Predictive Analytics" – Certificate of Completion

• Vice President – Graduate Student Managed Fund, University of Kentucky, Supported fund strategy, security analysis, and investment presentations, Coordinated meetings and mentored newer MSF candidates, Created and implemented formal rules, standards, and procedures for fund operations, Established meeting structures, expectations, and accountability systems for future teams
• Vice President of Membership Enrichment – Alpha Sigma Phi, Oversaw membership development and educational programming for over 50 chapter members, Managed and allocated a $1,000 programming budget while coordinating chapter events