David McClellan Location
- Chicago, IL, US
David McClellan Work
- 2022 - now Partner @
- 2015 - now Financial Advisor @
- 2016 - now VP and Head of Wealth Management Solutions @
- 2017 - 2019 Manager, Advisor Business Development @
- 2014 - 2017 Mentor (Volunteer) @
- 2008 - 2017 Founding Parent and Board Member (Volunteer) @ Urban Prairie Waldorf School
- 2016 - 2016 Business Advisor @
- 2011 - 2015 Director, Strategy and Execution @ Albridge, an Affiliate of Pershing
- 2011 - 2014 Chicago Event Director (Volunteer) @
- 2005 - 2011 Board Member (Volunteer) @
- 2008 - 2011 Director of Business Development @ iNautix USA, a division of Pershing LLC
- 2007 - 2008 VP and General Manager, Financial Services Vertical @
- 2004 - 2007 VP - Business Development @
- 2001 - 2004 National Account Manager @
- 2000 - 2001 Founding Partner @ TwentyTen, LLC
- 2000 - 2000 VP - Sales and Marketing @ Incent, Inc.
- 1998 - 1999 Consultant @ The Cambridge Group
- 1996 - 1999 Franchise Owner @ Benny's Bagels
- 1993 - 1996 Senior Consultant @
- 1990 - 1993 Systems Engineer @ EDS
David McClellan Education
- The University of Chicago - Booth School of Business
MBA (Strategy, Marketing, and Finance)
1996 - 1998 - The University of Texas at Austin
B.A. with Honors (Economics and History)
1986 - 1990 - Martin County High School 1982 - 1986
David McClellan Skills
- Investing
- Financial Life Coaching
- Financial Services
- Series 65
- Investment Advisory Services
- Retirement Income Strategies
- Retirement Planning
- Financial Planning
- Investments
- Wealth Management
- Sales
- Business Development
- New Business Development
- Relationship Management
- Business Strategy
- Strategic Planning
- Competitive Analysis
- Customer Value Proposition
- Employee Value Proposition
- Product Strategy
- Product Innovation
- Product Development
- User Experience
- Product Management
- Marketing Strategy
- Market Research
- Marketing Communications
- Entrepreneurship
- Start-ups
- Financial Technology
- Start-up Consulting
- Leadership
- Thought Leadership
- Non-profit Leadership
- Non-profit Boards
- Fundraising
- Management
- Consulting
- Change Management
- Public Speaking
- Business Writing
- Microsoft Excel
- Financial Modeling
- Research
- Asset Management
- Strategy
- Non Profit Leadership
- Due Diligence
- Start Ups
- Start Up Consulting
- Valuation
- Development
- Financial Analysis
- Marketing
- Technology Development
- Technology
- Team Building
- Real Estate
- Mergers and Acquisitions
- Sales Management
- Financial Management
- Customer Service
- Non Profit Boards
- Portfolio Management
David McClellan Summary
- David McClellan, based in Chicago, IL, US, is currently a Partner at Forum Financial Management, LP. David McClellan brings experience from previous roles at Forum Financial Management, LP, Aivante and 1871. David McClellan holds a 1996 - 1998 MBA in Strategy, Marketing, and Finance @ The University of Chicago - Booth School of Business. With a robust skill set that includes Investing, Financial Life Coaching, Financial Services, Series 65, Investment Advisory Services and more. David McClellan has 4 emails and 2 mobile phone numbers on RocketReach.
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Mac Davis
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