Matt McClellan Email & Phone Number
Senior Account Manager, National Accounts @ LoCorr Funds
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Matt McClellan Location
- Florida, United States
Matt McClellan Work
- 2021 -now Senior Account Manager, National Accounts @
- 2019 -2021 Analyst Relations Manager, National Accounts @
- 2018 -2019 Senior Analyst, Global Product Strategy @
- 2010 -2018 Advisor Consultant @
- 2005 -2010 Hybrid Territory Manager @ Mac Supply Enterprises, Inc.
- 2004 -2005 Sales Associate @
Matt McClellan Education
- Yale School of Management
(Investment Management Theory and Practice, a CIMA® certification registered education program)
2017-2017 - Florida State University
Bachelor of Science (B.S.) (Finance, General)
2000-2004
Matt McClellan Skills
- Mutual Funds
- Series 7
- Series 6
- Series 63
- Microsoft Office
- Sales
- Wealth Management
- Financial Advisory
- Customer Service
- Alternative Investments
- Management
- Portfolio Management
- Retirement Planning
- CIMA
Matt McClellan Summary
- Matt McClellan, based in Florida, United States, is currently a Senior Account Manager, National Accounts at LoCorr Funds. Matt McClellan brings experience from previous roles at Franklin Templeton and Mac Supply Enterprises, Inc.. Matt McClellan holds a 2017 - 2017 Yale School of Management. With a robust skill set that includes Mutual Funds, Series 7, Series 6, Series 63, Microsoft Office and more. Matt McClellan has 2 emails and 2 mobile phone numbers on RocketReach.
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