Josh Mcclellan

Josh Mcclellan Email and Phone Number

People Leader & Fiduciary Financial Advisor- Empowering Financial Freedom for All
Josh Mcclellan's Location
Portland, Oregon Metropolitan Area, United States, United States
Josh Mcclellan's Contact Details

Josh Mcclellan work email

Josh Mcclellan personal email

n/a
About Josh Mcclellan

I strive everyday to make an impact on the financial lives of my family, friends, clients, and now the investors that work with my team of Financial Advisors at Empower Personal Wealth.We are building a brighter future for hard working, deserving people across the country by focusing on individual goals, financial wellness and robust planning.Excited to take on the new challenge of being a manager, mentor and advocate for an incredibly talented team of advisors. Interested in becoming a part of the team or learning more about what we do for our clients? Send me a message!

Josh Mcclellan's Current Company Details

People Leader & Fiduciary Financial Advisor- Empowering Financial Freedom for All
Josh Mcclellan Work Experience Details
  • Empower
    Senior Manager Of Advisory & Planning Private Client
    Empower Sep 2024 - Sep 2024
    Greenwood Village, Co, Us
    View
  • Empower
    Senior Manager Of Advisory & Planning Wealth Management
    Empower Sep 2023 - Sep 2024
    Greenwood Village, Co, Us
    Managing a team of wonderful Financial Advisors in our Wealth Management space
    View
  • Empower
    Senior Financial Advisor
    Empower Jan 2023 - Sep 2023
    Greenwood Village, Co, Us
    View
  • Empower
    Financial Advisor
    Empower Oct 2021 - Jan 2023
    Greenwood Village, Co, Us
    View
  • Fisher Investments
    Investment Counselor
    Fisher Investments May 2018 - Aug 2021
    Plano, Texas, Us
    View
  • Fisher Investments
    Client Service Specialist
    Fisher Investments May 2017 - May 2018
    Plano, Texas, Us
    View
  • Solea Water
    Board Member, Co-Founder & Volunteer
    Solea Water 2011 - 2017
    St Louis, Mo, Us
    View

Josh Mcclellan Skills

Corporate Finance Microsoft Office Leadership Ability To Make Decisions And Solve Problems Social Media Marketing Financial Reporting Marketing Strategy Financial Analysis Microsoft Excel Public Speaking Customer Service Management Powerpoint Social Media Time Management Ability To Work In Team Sturcture Ability To Obtain And Process Information Ability To Analyze Quantitative Data Technical Knowledge Related To The Job Proficiency With Computer Software Programs Ability To Create And/or Edit Written Reports Ability To Sell And Influence Others Google Adwords Conversion Optimization Product Marketing Email Management Workflow Management Microsoft Word Meeting Planning English To Spanish Project Management Nonprofit Management Prioritize Workload Cross Functional Team Leadership International Relations Business Development

Josh Mcclellan Education Details

  • University Of Missouri-Columbia
    University Of Missouri-Columbia
    Accounting And Finance
  • Universitat D'Alacant
    Universitat D'Alacant
    International Business

Frequently Asked Questions about Josh Mcclellan

What is Josh Mcclellan's role at the current company?

Josh Mcclellan's current role is People Leader & Fiduciary Financial Advisor- Empowering Financial Freedom for All.

What is Josh Mcclellan's email address?

Josh Mcclellan's email address is j.****@****nts.com

What schools did Josh Mcclellan attend?

Josh Mcclellan attended University Of Missouri-Columbia, Universitat D'alacant.

What skills is Josh Mcclellan known for?

Josh Mcclellan has skills like Corporate Finance, Microsoft Office, Leadership, Ability To Make Decisions And Solve Problems, Social Media Marketing, Financial Reporting, Marketing Strategy, Financial Analysis, Microsoft Excel, Public Speaking, Customer Service, Management.

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