David Mcclellan Email & Phone Number

Lombard, Illinois, US

Lombard, Illinois, US

At Forum Financial Management, we help investors build, manage and preserve their wealth. It starts with a dedicated team of partners and advisors with decades of experience across portfolio management, retirement planning, estate planning, insurance analysis and income tax planning. With the foundation of this technical knowledge, we can spend more time.

Lombard, Illinois, US

In this role, I help recruit DFA-aligned financial advisors to Forum Financial, either as an Investment Advisor Representative operating under the Forum brand or as a stand-alone RIA leveraging Forum’s platform and TAMP services.

Centennial, CO, CO, US

I lead all strategy, product and sales efforts in the wealth management solutions market. Our cutting-edge machine learning technology creates projections of a client’s lifetime healthcare spending, personalized to their health and location. We offer both API and hosted solutions.The issue of funding healthcare expenses in retirement is a ticking time bomb.

Chicago, IL, US

Conduct monthly office hours with founders of early-stage start-up firms, advising them on business strategy and execution.

* Co-founded a Waldorf grade school, which opened in 2009. Waldorf schools engage the whole child—hands, heart, and head, and teach children a passion for learning and creative thinking. * School has grown phenomenally and currently serves 100 students.* Served on board from May 2008 - August 2010 and was active in strategy, finance and fundraising.

Chicago, Illinois, US

HedgeACT is a sophisticated technology platform for hedge fund investing. HedgeACT sources boutique, alpha-generating alternative managers that financial advisors can blend into their model portfolios to improve the risk-reward dynamics of their models. As a business advisor, I helped the firm refine its value proposition and go-to-market strategy in the.

* Albridge is Pershing's premium technology affiliate, offering enterprise data management, wealth reporting, compliance technology, workflow solutions and business intelligence. * Member of executive committees at Pershing affiliates Albridge and Pershing Managed Investments. * Started a strategy and execution office. Managed strategic planning for the.

Charlotte, NC, US

* Recruited by the CEO to lead turn-around of Chicago swim-for-cancer event that raises money for early-stage cancer research at Rush University Cancer Center. The event had entered its 18th year in 2011, but was experiencing flat fundraising and participation, and a low 60% payout rate to the beneficiary. * Event raised more than $1 million in the three.

Chicago, IL, US

* Served two three-year terms for this non-profit organization that has been working for 45+ years to conserve and restore the world's largest freshwater resource through policy, education and local efforts.

* iNautix was the premium technology solutions division of Pershing that focused on driving operational efficiency at Pershing clients. It was merged into Albridge in 2011. We offered operational consulting and custom technology development, IT staff augmentation, and a range of SAAS solutions, including compliance monitoring, document management and.

US

* Recruited by a former client to become the 4th employee of a start-up with a technology that applies tamper seals to electronic records, enabling instant proof of authenticity. The business was creating a new market for data authenticity solutions. * Responsible growing the business in the financial services vertical. Leveraged my industry contacts to.

Chicago, IL, US

* Created a new role at Morningstar in which I acted as an entrepreneur in residence, incubating new solutions for financial advisors that could drive business unit growth. * Led product development of Morningstar’s retirement income solutions for advisors, acting as subject matter expert and senior sales executive. Met with 100+ institutions to discuss.

Chicago, IL, US

* Sold Advisor Workstation and Principia software to financial institutions that helped financial advisors improve sales, research, client management, and portfolio analysis.* Assigned virgin territory in 2002 which had never been prospected, and closed $1 million in business. Top salesperson in 2003 in the advisor business unit, closing $9.5 million, a.

* Co-founded a boutique investment bank that helped early-stage companies secure venture capital. Business model began with consulting, so that we could identify and build fundable companies that we could then bring to investors.* Wrote business plans for venture investors and advised on financing strategy and investor targeting. Advised on business.

* Recruited by the CEO to become the 5th employee of a start-up that sold web-based financial education and planning software to banks and insurance companies seeking to improve cross-sell, loyalty and customer acquisition costs. * Managed sales and marketing. Signed two Fortune 100 firms to LOIs worth $400k for our beta product. Built a strong sales.

* The Cambridge Group is a high-end demand strategy consultancy that helps clients develop business strategies based on a deep understanding of target customer needs. * For P&C insurance company, helped develop the growth strategy to enter the credit card, auto finance, mortgage, and home equity industries. Conducted industry situation assessments to brief.

Launched franchised Benny’s Bagels restaurant in Dallas while attending business school in Chicago. Raised $210,000 in capital. Despite sales in the top 20% of the chain, hyper-competition and unethical operating partners limited profits. Advocated for shareholders by selling the store to pay off senior debt and return 15% of capital to shareholders.

GB

* Systems developer in the petroleum practice, working to implement upstream oil and gas accounting system, PREMAS. * Change management consultant and team leader on reengineering projects that designed new processes, organizational structures, and change implementation plans for petroleum clients. Synthesized firm-wide petroleum best practices.* Designed.

* Developed automated testing scripts for unit, system and regression testing. * Graduated top of my class from EDS' renowned systems development training program, and acted as assistant instructor.* Highly regarded software developer in EDS' Dealer Systems group, specializing in COBOL and DB2. Given difficult assignment to develop an ad hoc query system.

Mba, Strategy, Marketing, And Finance

B.A. With Honors, Economics And History

Education record