2011 -2012 CEO and Global Head of Business Practices and Client Segments @
2009 -2011 President and CEO in Southwest Region @
2008 -2009 National Director of Wealth Advisory Services @
2003 -2008 CEO Private Client Services @
1989 -2003 Executive Vice President and Regional Director @
Mac MacLellan Education
Arizona State University
Master of Business Administration (M.B.A.) (Business/Managerial Economics)
1978-1980
University of New Brunswick
Bachelor of Applied Science (Business) (Economics)
Mac MacLellan Skills
Series 7
Mutual Funds
Banking
Credit
Investments
Series 63
Portfolio Management
Wealth Management
Loans
Retirement Planning
Financial Services
Asset Management
Equities
Risk Management
Fixed Income
Strategic Financial Planning
Financial Analysis
Securities
Asset Allocation
Investment Management
Business Analysis
Sales
Strategy
Microsoft Excel
Business Strategy
Account Management
Mac MacLellan Summary
Mac MacLellan, based in Odessa, FL, US, is currently a Independent Director at Osterweis Capital Management. Mac MacLellan brings experience from previous roles at Northern Trust Corporation. Mac MacLellan holds a 1978 - 1980 Master of Business Administration (M.B.A.) in Business/Managerial Economics @ Arizona State University. With a robust skill set that includes Series 7, Mutual Funds, Banking, Credit, Investments and more. Mac MacLellan has 2 emails and 3 mobile phone numbers on RocketReach.
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