Mac MacLellan Email & Phone Number
Independent Director @ Osterweis Capital Management
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Mac MacLellan Location
- Odessa, FL, US
Mac MacLellan Work
- 2022 - now Independent Director @
- 2012 - 2022 Executive Vice President @
- 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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Mac MacLellan
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