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Jeffrey Leclair Location
Boston, MA, US
Jeffrey Leclair Work
Vice President @ (August 2023 - Present)
Member Board Of Directors @ (April 2017 - Present)
Senior Vice President Marketing @ (December 2015 - May 2022)
Vice President Marketing @ (December 2009 - December 2015)
Marketing Manager @ (August 2006 - December 2009)
Investment Broker @ (April 2002 - July 2006)
Broker Service Representative @ (September 2000 - April 2003)
Jeffrey Leclair Education
University of Massachusetts Lowell
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 2 mobile phone numbers on RocketReach.
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