Clayton Camper Cfa Email & Phone Number | •Use proprietary software, including Monte Carlo analysis to interpret and present financial strategies to clients and prospects based on risk tolerance, investment objectives, and liquidity needs •Select funds, propose allocations, and maintain fee-based investment models for senior financial consultant •Conduct portfolio analyses for clients and prospects utilizing Morningstar Workstation, referencing investments standard deviation, Sharpe Ratio, beta, R-squared, and duration, among others •Establish and maintain customer service model and client records on Salesforce CRM system •Trade and re-balance client portfolios •Effectively prioritize projects and tasks in time-sensitive, customer focused environment.

Clayton Camper Cfa

•Use proprietary software, including Monte Carlo analysis to interpret and present financial strateg...
Santa Fe, New Mexico, United States

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Clayton Camper Cfa’s Email clayton.camper@state.nm.us

Clayton Camper Cfa’s Phone Numbers

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Clayton Camper Cfa’s Location Santa Fe, New Mexico, United States

Clayton Camper Cfa’s Current Industry New Mexico State Investment Council Endowment

Clayton Camper Cfa’s Prior Industry Thornburg Investment Management | Thrivent Financial

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Real Estate & Real Return Analyst

2018-03-01 00:00:00 - Present

Regional Associate - Institutional Group

2013-09-01 00:00:00 - 2018-03-01 00:00:00

Financial Advisor

2009-06-01 00:00:00 - 2013-09-01 00:00:00

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Clayton Camper Cfa is a •Use proprietary software, including Monte Carlo analysis to interpret and present financial strategies to clients and prospects based on risk tolerance, investment objectives, and liquidity needs •Select funds, propose allocations, and maintain fee-based investment models for senior financial consultant •Conduct portfolio analyses for clients and prospects utilizing Morningstar Workstation, referencing investments standard deviation, Sharpe Ratio, beta, R-squared, and duration, among others •Establish and maintain customer service model and client records on Salesforce CRM system •Trade and re-balance client portfolios •Effectively prioritize projects and tasks in time-sensitive, customer focused environment.

Clayton Camper Cfa currently works in the New Mexico State Investment Council Endowment |

Clayton Camper Cfa has prior
experience in the following industries:
Thornburg Investment Management | Thrivent Financial

Clayton Camper Cfa has the following professional experience:
New Mexico State Investment Council Endowment | Thornburg Investment Management | Thrivent Financial