2011 -2013 Investment Advisor and Senior Customer Service Officer @
2009 -2011 Investment Representative @
2008 -2009 Branch Compliance Manager @
2006 -2008 Investment Representative @
2000 -2003 Investment Representative @
Andrew McLean Education
University of Waterloo
BES (Urban & Regional Planning)
1991-1995
Toombs
Andrew McLean Skills
Investments
Process Improvement
Compliance
Budgets
Management
Customer Service
Strategy
Vendor Management
Financial Services
Wealth Management
Financial Planning
Risk Management
Strategic Planning
Asset Management
Mutual Funds
Securities
Portfolio Management
Financial Analysis
Equities
Andrew McLean Summary
Andrew McLean, based in Vancouver, BC, CA, is currently a Compliance Officer at Leede Financial Inc.. Andrew McLean brings experience from previous roles at Leede Financial Inc., Qtrade Financial Group and Credential. Andrew McLean holds a 1991 - 1995 BES in Urban & Regional Planning @ University of Waterloo. With a robust skill set that includes Investments, Process Improvement, Compliance, Budgets, Management and more. Andrew McLean has 3 emails on RocketReach.
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