Bill Mcclellan's Location
Boston, MA, US
Bill Mcclellan's Work
- Senior Compliance Officer @ SparkChange
- Compliance Officer @ Citizens Securities, Inc.
- Compliance Director Aml and Fraud @ Ascensus
- Compliance Manager @ Upromise Investments, Inc.
- Compliance Analyst @ Upromise Investments, Inc.
- Internal Auditor Ii @ Upromise Investments, Inc.
- Senior Customer Service Representative @ Upromise Investments, Inc.
- Personal Financial Advisor @ American Express Financial Advisors
- Sales Manager @ Townwest Sales
- Appraiser @ Chubb Group of Insurance Companies
Bill Mcclellan's Education
- Fairleigh Dickinson University
Bachelor of Arts (History)
1993 - 1997
Bill Mcclellan's Skills
- Regulatory Compliance
- Fraud Prevention
- Legal Compliance
- Fraud Investigations
- Broker Dealer Compliance
- Investment Advisor Compliance
- Transfer Agency
- Internal Audit
- Customer Communication
- Data Analysis
Bill Mcclellan's Summary
Bill McClellan, based in Boston, MA, US, is currently a Senior Compliance Officer at Spark Change, bringing experience from previous roles at Citizens Investment Services, Ascensus and Upromise Investments, Inc.. Bill McClellan holds a 1993 - 1997 Bachelor of Arts in History @ Fairleigh Dickinson University. With a robust skill set that includes Regulatory Compliance, Fraud Prevention, Legal Compliance, Fraud Investigations, Broker Dealer Compliance and more, Bill McClellan contributes valuable insights to the industry.
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