Alan Mclellan

Alan Mclellan Email and Phone Number

IT Professional turned Financial Planner! @ Amplified Planning
Alan Mclellan's Location
Portland, Maine, United States, United States
Alan Mclellan's Contact Details
About Alan Mclellan

I am a charismatic and detail-oriented professional with 15 years of experience in the IT industry, seeking to leverage strong analytical skills, problem-solving abilities, and client-focused approach in a new career as a Financial Planner. I have a proven track record of managing multifaceted projects, interpreting and presenting data, and delivering solutions to meet clients' needs. I am adept at simplifying technical concepts for diverse audiences and driven by a passion for helping individuals and families achieve their financial goals. I have completed coursework in financial planning and currently pursuing CFP certification (board exam in November 2024) to ensure comprehensive understanding and expertise in all aspect of finance as it touches peoples lives.During my college years, I recognized the importance of financial independence and began creating personal budgets. Over time, I have delved into smart debt management, investment strategies, and collaborated with other financial planners. My informal assistance to friends in budgeting and income analysis further fueled my passion for financial planning.As a motivated self-learner, I began to explore topics such as LLCs, whole life and universal insurance policies, umbrella insurance, and alternative retirement planning strategies beyond traditional 401(k)s. In 2023, when I faced a career transition, I seized the opportunity to formally pursue my CFP certification. Enrolling in Bryant University further validated my existing practices and introduced me to essential financial planning concepts.What excites me most about financial planning is the opportunity to create personalized solutions. Understanding a client’s background, needs, goals, and desired legacy is crucial with trust often forming the foundation for these vulnerable conversations. Money, to achieve success, requires expert guidance and I am committed to ensuring sound financial backing for my clients, just as I do for my own goals.

Alan Mclellan's Current Company Details
Amplified Planning

Amplified Planning

View
IT Professional turned Financial Planner!
Alan Mclellan Work Experience Details
  • Amplified Planning
    Financial Planner
    Amplified Planning May 2024 - Present
    Portland, Maine, United States
    View
  • Blackhawk Network
    Technical Product Manager
    Blackhawk Network Feb 2020 - May 2024
    Portland, Maine, United States
    Responsible for prioritizing effort and supporting an ecommerce platform from a payment, risk, and fraud perspective. Working with fraud detection machine learning models, data analytics, and versatile auto decisioning order logics and functionality. Integration with payment processing solutions, wallet payment mechanisms, and understanding needs of all products leveraging the platform
    View
  • Ciee Council On International Educational Exchange
    Product Analyst
    Ciee Council On International Educational Exchange Jan 2017 - Feb 2020
    Portland, Maine, United States
    Responsible for data and product integrity for proprietary international education program application software. Training, troubleshooting, product liaison between business units, business analysts, and engineering.
    View
  • Ciee Council On International Educational Exchange
    Senior Coordinator, Virtual Hiring Services
    Ciee Council On International Educational Exchange Nov 2012 - Jan 2017
    Portland, Maine
    Pairing exchange students from around the world with host employers across the US for the Summer Work Travel exchange program.
    View
  • Miles 33 International
    Application Specialist
    Miles 33 International Aug 2008 - Nov 2012
    The installation, maintaining and troubleshooting of proprietary advertising and financial software for the information industry
    View
  • State Of Maine
    Egov Analyst Intern
    State Of Maine May 2007 - Aug 2007
    Interned with the State to fulfill my degree requirement. Was introduced to the professional working environment. Dealt with people at all levels of state government.-Under the Chief Information Officer for the State.-Analyzed and diagrammed how state IT systems worked together.-Involved with the InforME RFP process.-Involved in the renewal process for the state's domain names.
    View

Alan Mclellan Skills

Software

Alan Mclellan Education Details

Frequently Asked Questions about Alan Mclellan

What company does Alan Mclellan work for?

Alan Mclellan works for Amplified Planning

What is Alan Mclellan's role at the current company?

Alan Mclellan's current role is IT Professional turned Financial Planner!.

What is Alan Mclellan's email address?

Alan Mclellan's email address is al****@****ork.com

What is Alan Mclellan's direct phone number?

Alan Mclellan's direct phone number is +120330*****

What schools did Alan Mclellan attend?

Alan Mclellan attended University Of Maine, University Of Maine.

What are some of Alan Mclellan's interests?

Alan Mclellan has interest in Football, Collecting Antiques, Exercise, Sweepstakes, Nascar, Home Improvement, Shooting, Donor, Gourmet Cooking, Sports.

What skills is Alan Mclellan known for?

Alan Mclellan has skills like Software.

Not the Alan Mclellan you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.