Clayton Korsan
Thousand Oaks
Summary
I am a highly motivated young professional who has a passion for the financial services industry. I look forward to leveraging the skills I have learned from work and school to help my clients reach their goals.
Overview
2026
2026
years of professional experience
1
1
Certification
Work History
Associate Banker
JPMorgan Chase
2025 - Current
- Focused on growing existing client relationships
- Make referrals to proper business partners when client needs are discovered
- Assisting clients with opening accounts and servicing them
Wealth Management Intern
Morgan Stanley
07.2023 - 10.2023
- Conducted administrative duties for financial advisor and team.
- Created and updated schedules for advisor and team members
- Attended advisor strategy and client planning meetings
Personal Banker
Wells Fargo
02.2018 - 02.2019
- Assisted clients with banking needs and advised them on how to achieve their financial goals
- Learned about financial regulations and compliance.
- Networked to increase client base and to strengthen existing client relationships
Education
Bachelor of Arts -
University of California, Berkeley
Berkeley, CA05-2023
Bachelor of Arts -
Moorpark College
Moorpark, CA06-2021
Skills
- Excellent time management skills
- strong verbal and written communicator
- Skilled problem solver
Certification
SIE Exam 10/2023
Timeline
Wealth Management Intern
Morgan Stanley
07.2023 - 10.2023
Personal Banker
Wells Fargo
02.2018 - 02.2019
Associate Banker
JPMorgan Chase
2025 - Current
Bachelor of Arts -
University of California, Berkeley
Bachelor of Arts -
Moorpark College