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
- Senior Account Manager, National Accounts @ (December 2021 - Present)
- Analyst Relations Manager, National Accounts @ (October 2019 - December 2021)
- Senior Analyst, Global Product Strategy @ (July 2018 - September 2019)
- Advisor Consultant @ (September 2010 - June 2018)
- Hybrid Territory Manager @ Mac Supply Enterprises, Inc. (August 2005 - August 2010)
- Sales Associate @ (May 2004 - July 2005)
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 Investment Management Theory and Practice in a CIMA® certification registered education program @ 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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