Clayton Carr
New Albany,PA
Summary
Business Administration graduate with experience supporting financial advisors and clients in a wealth management environment. Former NCAA Division I student-athlete with discipline, leadership skills, and passion about my career. Currently pursuing FINRA and insurance licensing with the goal of becoming a Financial Advisor.
Overview
6
6
years of professional experience
Work History
Client Services Assistant
T&Co Wealth Management Group
05.2026 - Current
- Provide administrative support to our clients and advisors.
- Interacting with clients, managing account inquiries, and coordinating clients with advisors if needed.
- Obtaining relevant work experience and licensing to become a financial advisor.
Partner
Northern Tier Hydro Wash
06.2020 - 08.2025
- Performed pressure washing of residential and commercial buildings.
- Interacting with clients and ensuring satisfaction from our services.
Installer
Keystone Tent Rentals
05.2020 - 09.2022
- Installed and secured tent frames, poles, and stakes for venues.
- Followed instructions provided by supervisors or clients regarding preference of installation.
Education
B.S. - Business Administration
Commonwealth University
Lock Haven05-2026
Skills
- Financial analysis
- Customer service
- Microsoft Excel
- Data entry
- Client relations
- Project management
Credentials Achievements
- Securities Industry Essential (SIE) Examination, Passed, 06/26
- Phi Kappa Phi Honors Society Member, Spring 26
- President’s List, Spring 26
- Dean’s List, Fall 24 - Fall 25
- William and Millie Lee Scholarship Award Recipient, 05/24
- Brett J. Keefe Memorial Scholarship Recipient, 05/24
Leadership Experience
- Wrestler, Lock Haven University Men’s Wrestling, 09/24, 05/26, Wrestler on the 2025 MAC Championship and 2026 MAC Runner-Up Teams (#27 & #42 in NCAA Division 1).
- Camp Counselor, Lock Haven Wrestling Camp, 06/24, 06/25, Clinician and volunteer for Lock Haven summer camps for elementary/high school wrestlers.
- Volunteer Club Wrestling Coach, United Training Facility, 08/23, 08/24, Coach and clinician for wrestlers of all ages to train and compete in the offseason.
Timeline
Client Services Assistant
T&Co Wealth Management Group
05.2026 - Current
Partner
Northern Tier Hydro Wash
06.2020 - 08.2025
Installer
Keystone Tent Rentals
05.2020 - 09.2022
B.S. - Business Administration
Commonwealth University