Eleana McLane Email & Phone Number
Financial Consultant @ Redwood Financial Planning
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Eleana McLane Location
- Mountainside, NJ, US
Eleana McLane Work
- Financial Consultant @ (January 2024 - Present)
- Retirement Senior Account Manager @ (September 2020 - February 2023)
- Regional Vice President @ (June 2009 - September 2020)
- Sr VP @ (June 2002 - February 2009)
Eleana McLane Education
- Rider University
(Business/Commerce, General)
- Garden City High School
(Business/Commerce, General)
Eleana McLane Skills
- Series 7
- Separately Managed Accounts
- Series 63
- Mutual Funds
- Alternative Investments
- Securities
- Asset Allocation
- Wealth Management
- Fixed Income
- Series 65
- Asset Managment
- Investments
- Portfolio Management
- Series 6
- Uniform Combined State Law
- New Business Development
- Process Improvement
- Customer Service
Eleana McLane Summary
- Eleana McLane, based in Mountainside, NJ, US, is currently a Financial Consultant at Redwood Financial Planning. Eleana McLane brings experience from previous roles at AssuredPartners, Nationwide Financial and Dreyfus. Eleana McLane holds a Rider University. With a robust skill set that includes Series 7, Separately Managed Accounts, Series 63, Mutual Funds, Alternative Investments and more. Eleana McLane has 2 emails and 2 mobile phone numbers on RocketReach.
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