Jamie McLean Email
Managing Partner @ Rockmoor Wealth Management
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Jamie McLean Location
- Delta, BC, CA
Jamie McLean Work
- Managing Partner @ (February 2025 - Present)
- Life Insurance Advisor @ Strive Wealth Management (July 2021 - March 2025)
- Investment Fund Advisor @ (August 2020 - March 2025)
- Investment Specialist and Financial Planner @ (January 2018 - August 2020)
- Financial Planner @ (January 2014 - January 2018)
- Branch Manager @ (January 2009 - January 2014)
- Area Manager In Store Banking @ (January 2007 - January 2009)
- Branch Manager In Store Banking @ (January 2006 - January 2007)
- Financial Service Manager @ (January 2004 - January 2006)
Jamie McLean Skills
- Investment Advisory
- Wealth Management
- Financial Planning
- Retirement Planning
- Mutual Funds
- Investments
- Portfolio Management
- Financial Analysis
- Banking
- Relationship Management
- Risk Management
- Financial Services
- Mortgage Lending
- Loans
- Retail Banking
- Consumer Lending
- Credit
- Lines Of Credit
- Residential Mortgages
- Credit Analysis
- Small Business Lending
- Credit Risk
- Sports
- Branch Management
- Branch Banking
- Refinance
- Cross Selling
- Mortgage Banking
- Credit Cards
- Nutrition
- Finance
- Management
- Customer Service
- Strategic Planning
- Personal Financial Planning
Jamie McLean Summary
- Jamie McLean, based in Delta, BC, CA, is currently a Managing Partner at Rockmoor Wealth Management. Jamie McLean brings experience from previous roles at Strive Wealth Management, Manulife Securities, Scotiabank and BMO Financial Group. With a robust skill set that includes Investment Advisory, Wealth Management, Financial Planning, Retirement Planning, Mutual Funds and more. Jamie McLean has 1 emails on RocketReach.
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