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David R. Mcclellan is listed as High Impact, Friendly and Knowledgeable Sales Executive at ClimbUSA.org, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at nationwide.com and a matched LinkedIn profile for David R. Mcclellan.
David R. Mcclellan previously worked as CBIE Program Coordinator at Climbusa.Org and Business Development Specialist - Specialty Insurance at Nationwide. David R. Mcclellan holds Master Of Science - Ms, Hospitality Administration/Management from Roosevelt University.
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I am a distinguished Sales Executive known for increasing sales revenue and connecting people to products and solutions that lead to positive outcomes and increased referrals. Decades of experience in the financial services industry and a master’s degree in hospitality give me a unique perspective on growing revenue and knowledge in today’s evolving market climate. As a consultant, I help my clients create infrastructure and robust educational platforms that increase their knowledge of financial literacy and investment fundamentals. I also develop and launch events to bring greater community awareness to services and resources that improve residents’ lives, leading to increased fund-raising opportunities. Additionally, as a lifelong learner with a demonstrated commitment to professional development, my passion for mentoring and training the next generation fuels my drive for success. Drawing on my solid background in sustainable investing, I’m also dedicated to resolving the impact of climate change in all facets of our economy.
Listed skills include Mutual Funds, Series 7, Asset Allocation, Investments, and 23 others.
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Project management: Create Infrastructure, Design Systems, Surveys, PowerPoints, Develop Branding/Marketing strategies for 501c3 Financial Literacy non-profit education organization with expanding national program reach.Provide Financial Literacy education, leading to wealth creation for underserved youth & BI-Poc communities. Lead program development.
Created and presented Financial Literacy training to disadvantaged youth in partnership with various non-profit organizations.Member, of the Olivet Development Corporation from 2008 o present.Former chair, Providing educational, economic & artistic programs to the Bronzeville Community in Chicago, IL.Published the articles “Go-Go Goes to Ghana” 2017 &.
Washington, DC, US
Calvert Investments Distributors, Inc. Bethesda, MD 1997 – September 2015 Regional Vice President Promoted to positions of increasing authority and responsibility due to exceptional leadership ability, fantastic financial acumen, and outstanding work ethic Responsible for successfully promoting Calvert’s family of Sustainable & Responsible (SRI) and.
Washington, DC, US
as a RMC on the sales desk, I managed in bound and out bound calls for 5 states in the Southeastern US and then for 5 states in the Upper Midwest. By providing excellent customer service to clients I assisted the marketing efforts of our outside sales team to reach record sales levels. Additionally, I proactively executed successful marketing campaigns to.
Washington, DC, US
I joined Calvert's client services department in March of 1997 and soon passed the Series 6 exam and was promoted to the Broker Services team. I provided excellent customer service to our retail clients and to brokers as well. I specialized in problem resolution and relationship management. I became a resource for new associates and also served as a.
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David R. Mcclellan works for ClimbUSA.org.
David R. Mcclellan is listed as High Impact, Friendly and Knowledgeable Sales Executive at ClimbUSA.org.
AeroLeads has found 1 work email signal at @nationwide.com for David R. Mcclellan at ClimbUSA.org.
David R. Mcclellan is based in Greater Chicago Area, United States, United States while working with ClimbUSA.org.
David R. Mcclellan has worked for Climbusa.Org, Nationwide, David Mcclellan Consultants & Assoc, and Calvert Investments Distributors, Inc..
You can use AeroLeads to view verified contact signals for David R. Mcclellan at ClimbUSA.org, including work email, phone, and LinkedIn data when available.
David R. Mcclellan holds Master Of Science - Ms, Hospitality Administration/Management from Roosevelt University.
David R. Mcclellan is listed with skills including Mutual Funds, Series 7, Asset Allocation, Investments, Series 63, Investment Strategies, Finance, and Alternative Investments.
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