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Evan Lattner
Development Analyst at KCG Companies
Professional Background
Evan Lattner is an accomplished finance professional with extensive experience in real estate finance and accounting. Having honed his skills and expertise across various roles in the finance sector, Evan's career reflects a blend of analytical rigor and practical application in the field of property development and accounting. Currently serving as a Development Analyst at KCG Companies, he combines his robust academic background with hands-on experience to assess and advise on multi-million dollar projects.
Prior to his current role, Evan worked as a Financial Analyst at Kittle Property Group, where he reported on financial performance and provided insights that supported strategic decision-making processes. His career in finance began with his time at KPMG, one of the leading audit and professional services firms, where he held the positions of Audit Associate and Audit Intern. His foundational experiences in audit and compliance equipped him with a solid understanding of financial statements and regulatory frameworks, empowering him in subsequent roles in financial analysis.
Evan’s multi-faceted career also showcases his versatility beyond traditional finance roles. For example, he held internships focused on tax accounting at Lawrie CPA Group, where he gained invaluable insights into tax regulations and compliance measures. Additionally, Evan's experience as a Chief Zip Line Operator at Vail Resorts highlights his ability to manage teams and logistical operations in a fast-paced environment, showcasing leadership skills that complement his academic and financial prowess. His role as an Academic Tutor for the Athletic Department at Indiana University Bloomington reflects his commitment to education and mentorship, further illustrating his diverse skill set and dedication to helping others succeed in their academic endeavors.
Education and Achievements
Evan holds a Bachelor’s of Science in Business with Honors and Distinction from the prestigious Kelley School of Business at Indiana University, where he majored in Real Estate Finance & Accounting and minored in Spanish. This strong educational foundation not only provided him with technical financial skills but also enriched his understanding of cultural dynamics through his language studies, preparing him for a globalized business environment.
His academic excellence is evidenced by graduating with honors, a testament to his commitment to his field of study and a solid preparation for the challenges of the finance industry. Furthermore, his profession allows him to apply analytical frameworks learned during his studies to real-world applications, especially in real estate markets that continue to evolve in today's economy.
Evan’s professional journey exemplifies his dedication to lifelong learning and professional development. Each role he has undertaken has contributed to an impressive portfolio of skills in finance, accounting, and project analysis, proving that he is not just a number-cruncher but a strategic thinker with a holistic approach to development and investment in the real estate sector.
Achievements
Some of the noteworthy achievements that highlight Evan's career trajectory include his seamless transition from academic settings into significant professional roles in reputable organizations. His work experience spans across not just financial analysis and accounting, but also leadership and operational management, which is often an underappreciated facet of a finance professional's skill set.
At KCG Companies, Evan's efforts as a Development Analyst underscore his influential role in shaping the financial viability of development projects. At Kittle Property Group, his insights contributed to improving financial reporting processes, which streamlined operations and led to better decision-making at the executive level. His early career at KPMG provided him with a strong analytical background, laying down the framework for his future achievements.
Evan’s time at Vail Resorts as Chief Zip Line Operator highlights his ability to juggle multiple responsibilities and manage logistics and team dynamics — qualities that are particularly essential in finance and real estate, where project timelines and budgets must be strictly adhered to for success.
In summary, Evan Lattner is more than just a finance professional; he embodies the values of analytical excellence, strategic problem-solving, and a commitment to personal and professional growth. His diverse background, rooted in solid academic achievements and enriched by varied work experiences, sets him apart as a dedicated and skilled individual in the finance and real estate sectors. This blend of skills and experiences makes Evan a commendable asset to any organization looking to thrive in the competitive business landscape.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
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- Reminders and Notes: Helps you remember important details about contacts
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- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
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Clay takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Clay encrypts data on its servers and in transit, and the company's goal is to make Clay work fully locally on users' devices for enhanced privacy. Clay is also SOC 2 Type 2 certified.
Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Clay is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Clay's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Clay has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Clay a comprehensive hub for all your relationship information.
Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Clay's elegant design and powerful features. Many users describe Clay as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Clay eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.