Cam McClellan Email & Phone Number
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Cam McClellan Location
- Draper, UT, US
Cam McClellan Work
- 2023 -now Partner @ Palisade Wealth Management
- 2008 -2023 Financial Advisor @
- 2007 -2008 Partner @ PKRP
- 2007 -2007 Intern @ Dolphin Capital Group
Cam McClellan Education
- Brigham Young University
BS (Business Management- emphasis in Finance)
2000-2007 - Hayward High School 1996-2000
Cam McClellan Skills
- French
- Estate Planning
- Wealth Management
- Insurance
- Investment Properties
- Investments
- Private Equity
- Securities
- Financial Analysis
- Due Diligence
- Strategic Financial Planning
- Alternative Investments
- Valuation
- Series 7
- Asset Allocation
- Asset Managment
- Equities
- Retirement Planning
- Microsoft Word
- Business Strategy
- Strategic Planning
- Customer Service
Cam McClellan Summary
- Cam McClellan, based in Draper, UT, US, is currently a Partner at Palisade Wealth Management. Cam McClellan brings experience from previous roles at Ailsa Capital, PKRP and Dolphin Capital Group. Cam McClellan holds a 2000 - 2007 BS in Business Management- emphasis in Finance @ Brigham Young University. With a robust skill set that includes French, Estate Planning, Wealth Management, Insurance, Investment Properties and more. Cam McClellan has 1 mobile phone numbers on RocketReach.
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