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Grayson Kotseos
Financial Analyst II at Kemper
Professional Background
Grayson Kotseos is an accomplished Corporate Financial Analyst currently lending his expertise to Kemper Insurance, where he plays a vital role in financial strategy and decision-making processes. With an impressive career trajectory marked by extensive experience in financial analysis, Grayson has demonstrated a keen ability to analyze complex financial data and provide actionable insights that significantly contribute to revenue growth and operational efficiency. His deep understanding of financial principles combined with his analytical skills makes him a valuable asset in any corporate financial environment.
Grayson’s journey began at Crowe LLP, where he initially focused on Employee Stock Ownership Plan (ESOP) recordkeeping. This role provided him with a robust foundation in valuation advisory and transaction advisory, establishing important industry connections and knowledge that would serve him well in future roles. He subsequently transitioned to the world of Financial Planning & Analysis (FP&A) at L Brands, where he honed his analytical skills further and gained exposure to corporate financial operations within a major retail organization.
In his career, Grayson also had a notable tenure at Huntington Bank, where he was a crucial player in the bank's acquisition of FirstMerit Bank. His analytical skills were instrumental in navigating this significant financial transaction, showcasing his ability to manage high-stakes financial projects successfully. Following his time at Huntington Bank, Grayson took on positions at AVANT Communications, serving as both a Sales Operations Financial Analyst and a Billing Analyst, where his strategic use of software tools like Salesforce, Power BI, and Microsoft Excel helped elevate the company's financial operations.
Education and Achievements
Grayson Kotseos earned a Bachelor’s degree in Economics and Finance from the prestigious Miami University Farmer School of Business. His education provided him with fundamental principles in economics and finance, equipping him with the theoretical knowledge necessary to thrive in the financial industry. The analytical rigor and problem-solving skills developed during his academic pursuit have profoundly influenced his professional decisions and capabilities.
Grayson is dedicated to ongoing education and professional development. He believes in harnessing the latest financial tools and technologies to optimize operations and inform financial strategy. His proficiency in Salesforce, Power BI, and advanced Microsoft Excel is indicative of his commitment to staying ahead in a rapidly evolving industry. For Grayson, learning is a lifelong pursuit, and he actively seeks opportunities to expand his skill set and knowledge base.
Achievements
Throughout his career, Grayson has achieved several notable accomplishments that underscore his expertise as a financial analyst. His contributions during the acquisition of FirstMerit Bank showcased his adeptness in financial diligence and strategic analysis, which are critical to successful corporate acquisitions. Moreover, during his tenure at AVANT Communications, Grayson efficiently analyzed multiple metrics of data, leading to enhanced revenue attainment for the company. His success in these roles reflects his ability to blend quantitative analysis with strategic thinking to solve complex financial challenges.
Grayson’s commitment to education and professional growth sets an inspiring example for aspiring financial professionals. His diverse background not only includes significant roles in different financial sectors but also highlights his adaptability and eagerness to embrace new challenges. With each step, he has built a renowned reputation for his analytical approach and dedication to achieving financial excellence.
Achievements:
- Played a pivotal role in the successful acquisition of FirstMerit Bank while working at Huntington Bank.
- Leveraged software tools like Salesforce and Power BI to analyze data at AVANT Communications, resulting in enhanced revenue growth.
- Successfully transitioned through various analytical roles, demonstrating adaptability in fast-paced financial environments.
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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:
- Comprehensive Contact Management: Automatically collects contact data and enriches profiles to keep them up-to-date
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- Timeline: Shows your relationship history with each contact
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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.
Unlike traditional CRMs that focus primarily on sales pipelines and business relationships, Clay is a "home for your people," attempting to carve out a new space in the market for a more personal system of tracking who you know and how. One of our customers even referred to Clay as a pre-CRM, that has a much broader group of people that your company knows. Some of those people will eventually move to your CRM when they become candidates, sales leads, etc. Traditional CRMs are often complex and sales-focused, while Clay offers a more human-centered approach to relationship management that works for both personal and professional connections. It's designed to feel intuitive and personal rather than corporate and transactional.
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 makes it much easier to stay in touch with the people you care about. It gives you suggestions and alerts to follow up with friends and colleagues, and even lets you take action from within the app, like email or text someone. Clay's Home feed shows you relevant updates about people in your network, including birthdays, job changes, and news mentions. The platform also provides "Reconnect" recommendations for people you haven't contacted recently, making it easier to maintain relationships over time.
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.