David Mcclellan's Location
Austin, TX, US
David Mcclellan's Work
- Partner @ Forum Financial Management, LP
- Financial Advisor @ Forum Financial Management, LP
- Manager, Advisor Business Development @ Forum Financial Management, LP
- VP and Head of Wealth Management Solutions @ AiVante
- Mentor (Volunteer) @ 1871
- Founding Parent and Board Member (Volunteer) @ Urban Prairie Waldorf School
- Business Advisor @ HedgeACT
- Director, Strategy and Execution @ Albridge, an Affiliate of Pershing
- Chicago Event Director (Volunteer) @ Swim Across America
- Board Member (Volunteer) @ Alliance for the Great Lakes
David Mcclellan's 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 School1982 - 1986
David Mcclellan's Skills
- Research
- Change Management
- Marketing Communications
- Strategic Planning
- Customer Value Proposition
- Product Strategy
- Leadership
- Asset Management
- Business Development
- Strategy
David Mcclellan's Summary
David McClellan, based in Austin, TX, US, is currently a Partner at Forum Financial Management, LP, bringing 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 Research, Change Management, Marketing Communications, Strategic Planning, Customer Value Proposition and more, David McClellan contributes valuable insights to the industry. David McClellan has 4 emails and 1 mobile phone number on RocketReach.
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