Aaron McClellan Email & Phone Number
Investment Management Consultant @ Fidelity Investments
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Aaron McClellan Location
- Burlington, KY, US
Aaron McClellan Work
- 2022 -now Investment Management Consultant @
- 2022 -now Portfolio Specialist @
- 2021 -2022 Client Management Representative @
- 2020 -2021 Investment Solutions Representative @
- 2020 -2020 High Net Worth Service Associate @
- 2019 -2020 Customer Relationship Advocate @
- 2016 -2019 Managed Account Operations Specialist @
- 2015 -2016 Manager @
- 2013 -2014 Manager @
- 2012 -2013 Sales Associate @
- 2009 -2012 Pepsi Vendor @
Aaron McClellan Education
- Thomas More University
Bachelor of Business Administration - BBA (Business Administration and Management, General)
2019-2023 - College for Financial Planning
CFP (Financial Planning and Services)
2020-2021
Aaron McClellan Summary
- Aaron McClellan, based in Burlington, KY, US, is currently a Investment Management Consultant at Fidelity Investments. Aaron McClellan brings experience from previous roles at Fidelity Investments. Aaron McClellan holds a 2019 - 2023 Bachelor of Business Administration - BBA in Business Administration and Management, General @ Thomas More University. Aaron McClellan has 1 emails and 1 mobile phone numbers on RocketReach.
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