Finlay McLellan Email
Financial Planner and Investment Adviser @ MWC Group
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Finlay McLellan Location
- Zürich, ZH, CH
Finlay McLellan Work
- 2024 -now Financial Planner and Investment Adviser @
- 2022 -2024 Associate @
- 2021 -2022 Consultant - Pharmaceutical and Biotechnology @
- 2020 -2021 Associate @
- 2018 -2020 Junior Associate @
- 2018 -2018 Senior Financial Coordinator @
- 2016 -2018 Financial Coordinator @
Finlay McLellan Education
- Rules of Conduct and Professional Knowledge (FINSA Swiss Register)
Fintelligence AG
2024 - Chartered Insurance Institute
Member (Financial Planning and Services)
2022 - Chartered Insurance Institute
R01 - Financial Services, Regulation & Ethics
- Chartered Insurance Institute
Ro2 - Investment Principle and Risk (Financial Planning and Services)
- Farmors Sixth Form , Fairford
(Business studies, Psychology, English Literature and Language)
Finlay McLellan Skills
- PowerPoint
- Social Media
- Microsoft Office
- Microsoft Excel
- Research
- Customer Service
- Public Speaking
- Microsoft Word
- Self Confidence
- Marketing
- Leadership
- Accounting
Finlay McLellan Summary
- Finlay McLellan, based in Zürich, ZH, CH, is currently a Financial Planner and Investment Adviser at MWC Group. Finlay McLellan brings experience from previous roles at MWC Group, EPM Scientific and deVere & Partners Switzerland SA. Finlay McLellan holds a Fintelligence AG @ Rules of Conduct and Professional Knowledge (FINSA Swiss Register). With a robust skill set that includes PowerPoint, Social Media, Microsoft Office, Microsoft Excel, Research and more. Finlay McLellan has 1 emails on RocketReach.
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