Aaron McClellan Email & Phone Number
Investment Management Consultant @ Fidelity Investments
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Aaron McClellan Location
- Burlington, KY, US
Aaron McClellan Work
- Investment Management Consultant @ (December 2022 - Present)
- Portfolio Specialist @ (April 2022 - Present)
- Client Management Representative @ (September 2021 - April 2022)
- Investment Solutions Representative @ (August 2020 - September 2021)
- High Net Worth Service Associate @ (February 2020 - August 2020)
- Customer Relationship Advocate @ (January 2019 - August 2020)
- Managed Account Operations Specialist @ (December 2016 - January 2019)
- Manager @ (January 2015 - December 2016)
- Manager @ (September 2013 - December 2014)
- Sales Associate @ (September 2012 - February 2013)
- Pepsi Vendor @ (July 2009 - August 2012)
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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