Paul McClain Email & Phone Number
Chief Investment Officer
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Paul McClain Location
- Lee's Summit, MO, US
Paul McClain Work
- 2010 -now Chief Investment Officer @ Freedom Wealth Advisors, LLC
- 2007 -now Managing Member @ Sport and Activity Center, LLC
- 2008 -2010 Senior Executive Vice President @
- 2003 -2008 Senior Vice President @ Financial Counselors
- 1994 -2003 Senior Vice President @ UMB Bank
Paul McClain Education
- Rockhurst University
MBA (Finance, Business)
1992-1994 - University of Central Missouri
BS BA (Finance)
1982-1987 - Missouri State University
(computers)
1984-1985
Paul McClain Skills
- Financial Analysis
- Bonds
- Securities
- Relationship Management
- Credit
- Wealth Management
- Business Analysis
- Mutual Funds
- Small Business
- Pensions
- Strategic Financial Planning
- Investment Management
- Analysts
- Asset Allocation
- Hedge Funds
- Strategic Planning
- 401k
- Summit
- Estate Planning
- Equities
- Retirement Planning
- Wealth
- Investment Advisory
- High Net Worth Individuals
- Funding
- IRAs
- 401k Rollovers
- Asset Management
- Finance
- Financial Markets
- Alternative Investments
- Financial Services
- Trading
- Fixed Annuities
- Portfolio Management
- Sales
- Investment Strategies
- Retirement
- Financial Planners
- Investments
- Fixed Income
- Loans
- Asset Managment
- Technology
- Financial Structuring
Paul McClain Summary
- Paul McClain, based in Lee's Summit, MO, US, is currently a Chief Investment Officer at Freedom Wealth Advisors, LLC. Paul McClain brings experience from previous roles at Sport and Activity Center, LLC, Great Plains Trust Company, Financial Counselors and UMB Bank. Paul McClain holds a 1992 - 1994 MBA in Finance, Business @ Rockhurst University. With a robust skill set that includes Financial Analysis, Bonds, Securities, Relationship Management, Credit and more. Paul McClain has 2 mobile phone numbers on RocketReach.
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