Eric McLean Email
Private Client Manager @ Wealthsimple
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Eric McLean Location
- Gatineau, QC, CA
Eric McLean Work
- Private Client Manager @ (September 2026 - Present)
- Private Wealth Management Specialist, Private Client @ (April 2024 - Present)
- Registered Investment Agent @ (April 2023 - April 2024)
- Customer Experience Agent @ (December 2021 - April 2023)
- Assistant Manager @ (September 2020 - December 2021)
- Client Advisor @ RBC (August 2019 - September 2020)
Eric McLean Education
- Algonquin College of Applied Arts and Technology
College Advanced Diploma (Finance, General)
2017-2020
Eric McLean Skills
- Account Management
- Coaching
- Customer Experience
- Customer Service
- Derivatives Applications
- Futures Features and Strategies
- Leveraged Lending
- Option Features and Strategies
- Option Regulation and Compliance
- Sales
- Store Management
- Swaps Features and Strategies
- Team Leadership
Eric McLean Summary
- Eric McLean, based in Gatineau, QC, CA, is currently a Private Client Manager at Wealthsimple. Eric McLean brings experience from previous roles at Wealthsimple and Nestlé Nespresso SA. Eric McLean holds a 2017 - 2020 College Advanced Diploma in Finance, General @ Algonquin College of Applied Arts and Technology. With a robust skill set that includes Account Management, Coaching, Customer Experience, Customer Service, Derivatives Applications and more. Eric McLean has 1 emails on RocketReach.
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