Clayton Banks is a seasoned professional in accounting and marketing, currently serving as Marketing Director at Straight Line Source since February 2023, managing SF data and various integrations. Simultaneously, Clayton holds the position of Accountant at Climb Accounting, overseeing bookkeeping and reconciliation for clients. As the Director and Owner of Three Buckets Inc. since June 2019, Clayton manages diverse investments. Prior roles include internships and positions at DePietto CPA P.C., NBCUniversal Media, LLC, and Family Wealth Decisions Group, with responsibilities spanning auditing, client service, and financial planning. Clayton holds a Master’s and Bachelor’s degree in Public Accounting from Mercy University, along with a Real Estate Salesperson License from the New York Real Estate Institute.
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