Bachelor's degree (Business Administration and Management, General)
Jeffrey Leclair Skills
Multigenerational Wealth Transfer
Selling Businesses
Strategic Financial Planning
Wealth Management Services
Alternative Investments
Asset Management
Investment Management
Investments
Marketing Communications
Hedge Funds
Series 7
Series 63
Series 65
Eloqua
Salesforce.com
Marketing Automation
Trading
Retirement Planning
Mutual Funds
Client Data Platform
Customer Relationship Management Crm
Blueconic
Cross Channel
Sales
Financial Planning
Series 6
Financial Services
Life Insurance
Business Administration
Marketing
Strategic Marketing
Aams
Business Intelligence Bi
Analytics
Services
Securities
Customer Relationship Management
Business Intelligence
Jeffrey Leclair Summary
Jeffrey Leclair, based in Boston, MA, US, is currently a Vice President at Bernstein Private Wealth Management. Jeffrey Leclair brings experience from previous roles at WorldBoston and Direxion. Jeffrey Leclair holds a Bachelor's degree in Business Administration and Management, General @ University of Massachusetts Lowell. With a robust skill set that includes Multigenerational Wealth Transfer, Selling Businesses, Strategic Financial Planning, Wealth Management Services, Alternative Investments and more. Jeffrey Leclair has 2 emails and 1 mobile phone numbers on RocketReach.
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