Jonathan McClain Email & Phone Number
Regional Vice President @ Transamerica
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Jonathan McClain Location
- Seattle, WA, US
Jonathan McClain Work
- 2022 -now Regional Vice President @
- 2021 -2022 Director of Sales - DC Retirement Solutions @
- 2021 -2021 Director, Large Market - DC Retirement Solutions @
- 2019 -2021 Vice President, Senior Retirement Plan Advisor @
- 2019 -2019 Principal, Defined Contribution @
- 2015 -2019 Senior Associate, Defined Contribution @
- 2013 -2015 Relationship Manager, Retirement Services @
- 2011 -2013 Retirement Plans Service Specialist @
- 2010 -2011 Financial Representative @
- 2009 -2010 Agency Intern @
- 2005 -2008 Front Office Supervisor @
Jonathan McClain Education
- Portland State University
- Mt. Hood Community College
Jonathan McClain Skills
- Retirement Planning
- Financial Advisory
- Retirement
- Life Insurance
- Investments
- Defined Benefit
- Defined Contribution
- Mutual Funds
- FINRA
- Pensions
- Management
- Customer Service
- 401k
- Employee Benefits
- Financial Planning
- Financial Services
- Mergers & Acquisitions (M&A)
- Fiduciary
- Due Diligence
- Presentations
- Business Development
- Asset Management
- Asset Allocation
- Portfolio Management
- Investment Management
- Mergers and Acquisitions
Jonathan McClain Summary
- Jonathan McClain, based in Seattle, WA, US, is currently a Regional Vice President at Transamerica. Jonathan McClain brings experience from previous roles at PNC and Mercer. Jonathan McClain holds a Portland State University. With a robust skill set that includes Retirement Planning, Financial Advisory, Retirement, Life Insurance, Investments and more. Jonathan McClain has 2 emails and 3 mobile phone numbers on RocketReach.
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