Clay Houseman

With over two decades of leadership experience, including eight years as a Senior Investment Specialist, I am a strategic and results-driven professional. I excel at leveraging financial acumen and a keen customer focus to navigate complex markets and foster significant business growth. My career demonstrates a consistent ability to build robust client relationships, interpret market trends, and develop highly effective sales and profit strategies. I thrive in dynamic environments, adept at managing multiple projects while inspiring teams to surpass expectations consistently.

As an Alternative Investment Specialist at WD Wealth Strategies, I was instrumental in streamlining investment processes, managing client service needs, and ensuring compliance. I actively collaborated with advisors and maintained transparent communication with sponsors and custodians to address diverse investment requirements. Furthermore, I led the development and marketing of educational webinars, enhancing client understanding and engagement with investment opportunities.

My earlier career includes impactful managerial roles at Medleno Coffee and Starbucks, where I honed my operational leadership skills, successfully streamlined procedures, and implemented strategies that boosted sales and customer engagement. My foundation is strengthened by a Bachelor of Business Administration from Western Governors University, which has equipped me with a comprehensive understanding of business development and retail management principles.