Michael McClelland Email & Phone Number
Managing Principal and Financial Advisor @ Conservant Financial
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Michael McClelland Location
- San Antonio, TX, US
Michael McClelland Work
- Managing Principal and Financial Advisor @ (March 2023 - Present)
- Senior Vice President - Area Manager @ (January 2020 - March 2022)
- Vice President - Associate Market Manager @ (June 2018 - January 2020)
- Vice President - Regional Banking Director @ (March 2017 - June 2018)
- Vice President - Complex Operations Manager @ (November 2009 - June 2016)
- Assistant Vice President - Associate Manager @ (May 2006 - July 2009)
- Investment Representative @ (January 2006 - May 2006)
- Technology Manager @ HCA - National Patient Account Services / NPAS (November 2000 - December 2005)
Michael McClelland Education
- University of Texas at Tyler
BBA (Finance - Concentrations in Information Technology & Portfolio Management)
Michael McClelland Skills
- Information Technology
- Web Design
- Business Coaching
- Executive Leadership
- Financial Advisory
- EOS Integrator
- Leadership
- Financial Services
- Project Management
- Securities
- Vendor Management
- Microsoft Office
- Management
- Team Building
- Training
- Leadership Development
- Series 63
- Mergers
- Call Center
- Financial Planning
- Avaya
- Process Improvement
- 63 And 65
- TCP/IP
- Equities
- Risk Management
- Asset Management
- Finra Series 7
- Series 10
- Customer Service
- Call Centers
- Servers
- Series 65
- Series 7
- Series 9
Michael McClelland Summary
- Michael McClelland, based in San Antonio, TX, US, is currently a Managing Principal and Financial Advisor at Conservant Financial. Michael McClelland brings experience from previous roles at Wells Fargo Advisors. Michael McClelland holds a BBA in Finance - Concentrations in Information Technology & Portfolio Management @ University of Texas at Tyler. With a robust skill set that includes Information Technology, Web Design, Business Coaching, Executive Leadership, Financial Advisory and more. Michael McClelland has 4 mobile phone numbers on RocketReach.
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Top Conservant Financial Employees
Michael McClelland
Managing Principal and Financial Advisor
San Antonio, TX, US
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