Jeffrey Leclair Email & Phone Number
Vice President @ Bernstein Private Wealth Management
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Jeffrey Leclair Location
- Boston, MA, US
Jeffrey Leclair Work
- 2023 -now Vice President @
- 2017 -now Member Board Of Directors @
- 2015 -2022 Senior Vice President Marketing @
- 2009 -2015 Vice President Marketing @
- 2006 -2009 Marketing Manager @
- 2002 -2006 Investment Broker @
- 2000 -2003 Broker Service Representative @
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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