Ian Mccleary Email and Phone Number
Ian Mccleary work email
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Ian Mccleary personal email
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Versatile, energetic management professional offering wealth of skills and talents to support streamlining, efficiency and revenue growth. Skilled communicator, integrating quickly and effectively with teams, providing motivation and leadership, and developing high-performance organizations. Proficient trainer, team builder and coach. Innovative analyst and problem solver with expertise in building exceptional customer and strategic partner relationships; commitment to continually providing the highest levels of service and ensuring customer satisfaction.
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Associate Wealth Management AdvisorNorthwestern Mutual Sep 2024 - PresentMilwaukee, Wi, Us
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Associate Financial RepresentativeNorthwestern Mutual Oct 2021 - Sep 2024Milwaukee, Wi, Us
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Director Of Financial Planning And OperationsNorthwestern Mutual Jan 2021 - Sep 2021Milwaukee, Wi, Us
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Business Development Associate | Office ManagerNorthwestern Mutual May 2017 - Dec 2020Milwaukee, Wi, UsMentored and coached new financial representatives through the challenges of establishing and maintaining a successful financial planning practice. Member of agency leadership team tracking, reporting, and monitoring financial representative production and goal achievement. Manage office processes to ensure compliance with federal industry regulations, payment processing, and client servicing. Provided financial guidance to clients to assist them in achieving their short and long-term financial goals. Generated and presented comprehensive financial analyses to clients.
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Financial RepresentativeNorthwestern Mutual Jul 2016 - Apr 2017Milwaukee, Wi, Us
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Associate Financial RepresentativeTwo Lights Private Wealth Oct 2021 - Sep 2022Generated comprehensive financial analyses utilizing client data to assist them in achieving their short and long-term goals. Provided administrative support to lead advisors and assisted them in client engagement and servicing. Organized and maintained confidential client records and databases. Prepared and reviewed insurance applications, conversions, and policy changes ensuring accuracy and completion. Assisted with on-boarding process for new client transactions. Facilitated resolution of outstanding underwriting requirements as needed. Provided ongoing customer service to new and existing clients. Adhered to industry federal compliance guidelines. -
BaristaStarbucks Jan 2019 - Aug 2020Seattle, Wa, Us -
Branch Rental ManagerEnterprise Holdings Oct 2009 - Jun 2016St. Louis, Missouri, UsDeveloped and utilized comprehensive management skills from staff training and development through customer satisfaction, key account management, and aggressive sales / marketing as well as budget and financial administration / reporting. Interact with diverse, multinational customers; ensure high-quality service and satisfaction; manage 3 major strategic partnerships. Administer fleet maintenance plan; interact across all internal departments and with external stakeholders; resolve problems and address emergencies. Track, monitor and report on performance metrics; hire and train employees. -
Assistant Branch ManagerEnterprise Holdings Mar 2009 - Oct 2009St. Louis, Missouri, UsApplied in-depth management / leadership skills to drive performance through customer satisfaction, key account management, aggressive sales, and goal setting. Ensured high-quality service and satisfaction; supervised strategic partnership with major dealership account. Administered fleet maintenance plan, conducted monthly performance evaluation; trained and hired employees. Ranked top 10 on Assistant Branch Rental Manager regional / monthly performance matrix June - October 2009; increased product sales by 20% each month.
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Management TraineeEnterprise Holdings Apr 2008 - Mar 2009St. Louis, Missouri, UsUtilized training / leadership / business knowledge to increase office profit performance; earned customer service MVP out of 25 employees in Alexandria, VA.
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MemberTheta Chi Fraternity - Eta Kappa Chapter 2002 - 2007
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InternChemonics International May 2005 - Jan 2006Washington, District Of Columbia, UsIntern for the Asia Region's New Business team as a member of several project proposal groups.
Ian Mccleary Skills
Ian Mccleary Education Details
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University Of VirginiaFinancial Planning And Services -
James Madison UniversityInternational Business
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James Madison UniversityGeneral
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Northern Virginia Community CollegeComputer/Information Technology Administration And Management
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Saudi Arabian International School - RiyadhHigh School Diploma
Frequently Asked Questions about Ian Mccleary
What company does Ian Mccleary work for?
Ian Mccleary works for Northwestern Mutual
What is Ian Mccleary's role at the current company?
Ian Mccleary's current role is Associate Wealth Management Advisor at Northwestern Mutual.
What is Ian Mccleary's email address?
Ian Mccleary's email address is ian.mccleary@nm.com
What is Ian Mccleary's direct phone number?
Ian Mccleary's direct phone number is 154020*****
What schools did Ian Mccleary attend?
Ian Mccleary attended University Of Virginia, James Madison University, James Madison University, Northern Virginia Community College, Saudi Arabian International School - Riyadh.
What skills is Ian Mccleary known for?
Ian Mccleary has skills like Leadership, Sales, Customer Service, Marketing, Customer Satisfaction, Account Management, Sales Operations, Management, Team Leadership, Team Building, Microsoft Office, Training.
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