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
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 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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Top Bernstein Private Wealth Management Employees
Brandon Bingham
Vice President; Operational Risk Manager
Nashville, TN, US
Troy Niehaus
Managing Director
Kirkland, WA, US
Jeffrey Leclair
Vice President
Boston, MA, US
Helaine Teperman
Chief Talent Officer
New York, NY, US
Christopher Opie
Managing Director, SVP and Co-Head Global Families
Washington, DC, US
Kevin Rochford
Managing Director
Chicago, IL, US
Alison Smith
Managing Director
New York, NY, US
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