Private Wealth Advisor, Managing Director
@
Merrill Lynch
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Ian McDade Location
Charlotte, NC, US
Ian McDade Education
The Stanford University Graduate School of Business
Foundations of Investment Management
2011 - 2012
The University of Chicago Booth School of Business
Merrill Lynch Investments Program
2008 - 2009
Hampden-Sydney College
Bachelor's Degree
1991 - 1995
North Cross School
High School Diploma/GED
1978 - 1991
Ian McDade Skills
Strategy
Management
10b5 1 Plan Design and Management
Asset Allocation and Investment Management
Sales
Wealth Management
401k Plan Design and Management
Investment Management
Ian McDade Summary
Ian McDade, based in Charlotte, NC, US, is currently a Private Wealth Advisor, Managing Director at Merrill Private Wealth Management. Ian McDade holds a 2011 - 2012 Foundations of Investment Management @ The Stanford University Graduate School of Business. With a robust skill set that includes Strategy, Management, 10b5 1 Plan Design and Management, Asset Allocation and Investment Management, Sales and more. Ian McDade has 2 mobile phone numbers on RocketReach.
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