Julia Chen Mcclanan
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Julia Chen Mcclanan Email & Phone Number

General Manager - SVP at Itau USA Asset Management Inc
Location: New York, New York, United States 5 work roles 2 schools
1 work email found @itau.com.br 1 phone found area 212 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email j****@itau.com.br
Direct phone (212) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
General Manager - SVP
Location
New York, New York, United States
Company size

Who is Julia Chen Mcclanan? Overview

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Quick answer

Julia Chen Mcclanan is listed as General Manager - SVP at Itau USA Asset Management Inc, a company with 8 employees, based in New York, New York, United States. AeroLeads shows a work email signal at itau.com.br, phone signal with area code 212, and a matched LinkedIn profile for Julia Chen Mcclanan.

Julia Chen Mcclanan previously worked as Head of Finance - SVP at Itaú Unibanco and Chief Operating Officer at Itau Bba. Julia Chen Mcclanan holds Mba, Finance & Accounting from The University Of Chicago Booth School Of Business.

Company email context

Email format at Itau USA Asset Management Inc

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*@itau.com.br
71% confidence

AeroLeads found 1 current-domain work email signal for Julia Chen Mcclanan. Compare company email patterns before reaching out.

Profile bio

About Julia Chen Mcclanan

As a high-achieving finance and operations leader, I’ve spent nearly 20 years leading teams and businesses to success by leveraging my financial expertise, business operations knowledge, and analytical proficiency. I have been described as a “fearless builder”. I am a strong change agent and have been repeatedly tapped to open new offices, restore teams that were underperforming, and address inefficiencies that were creating a drag on the business. In my current position, I blend my operations and finance strengths as a COO while also leading our Finance team. Some of my most significant accomplishments include turning our asset management business profitable after 10 years of stagnation, helping to lead an M&A, and reducing headcount while accelerating turnaround time on key finance processes and deliverables (month end close).Over the years, I’ve broken through glass ceilings and overcome cultural barriers to achieve my goals. I’m a Latina woman (born and raised in Brazil) with Taiwanese parents and I’ve lived and worked in the UK, Hong Kong, and the U.S. Instead of seeing them as hindrances, I have always viewed my multinational experience and my status as a woman as strengths – I am skilled at building partnerships, leading teams, and helping others succeed no matter the obstacles. I’ve seen my parents overcome obstacles to build a life for our family and they inspired me with their work ethic, courage, and determination. Their example led me to further my education and to always set challenging goals and reach for them.Those who know me best describe me as a down to earth problem solver who embraces challenges and can see the details that others might miss. Colleagues and managers will tell you I’m skilled at: - Effectively executing the business strategy. I’ve led numerous projects that enabled business transformation in very fast paced environments. - Leading teams to success –Team building, change management, and coaching are some of my greatest strengths. I’ve had great success organizing and motivating others to accomplish goals.- Engaging with and influencing others across the organization – A strong leader must be able to build relationships quickly and capably with others. I know how to gain active participation from stakeholders across departments, regions, and countries.Specialties: Financial Planning and Projection | Asset Management | Lean Management | Business Strategy | Change Management | Talent Management and Leadership | Process Optimization |Operations Transformation

Listed skills include Economics, Fixed Income, Corporate Finance, Valuation, and 15 others.

Current workplace

Julia Chen Mcclanan's current company

Company context helps verify the profile and gives searchers a useful next step.

Itau USA Asset Management Inc
Itau Usa Asset Management Inc
General Manager - SVP
New York, NY, US
Website
Employees
8
AeroLeads page
5 roles

Julia Chen Mcclanan work experience

A career timeline built from the work history available for this profile.

Head Of Finance - Svp

Current

Greater New York City Area

-Senior member of North American Finance team, collaborating with U.S. CFO in developing, coaching, and leading team across all financial functions including accounting, FP&A, budgeting, financial reporting, and tax. -Awarded with several promotions over 20-year tenure with Itaú in recognition of significant contributions and selected to move into global.

May 2010 - Present

Chief Operating Officer

London, United Kingdom

Oversaw all operations and finance of broker/dealer operations in London, Dubai, and Asia Office

Jan 2009 - Apr 2010

Head Of Asia Ex-Japan

London & Hong Kong

Hand-selected to move to Hong Kong to open this brand-new office. Led 15-person team for equity and fixed income institutional sales for Asian investors, selling Brazilian IPO, Latin American structured products, and Eurobonds.

Jan 2005 - Dec 2008

Fixed Income Sales

Greater New York City Area

  • Developed relationships with North America institutional investors dedicated to emerging markets, particularly Brazil, advising on macroeconomics, corporate credit and trading ideas.
  • Placed $1 billion Brazilian corporate primary issues, having identified potential investors, analyzed optimal pricing structure and cost economics.
  • Increased Eurobond traded volume by 350% from 2002 to 2003, through the addition of new clients and expanded trading activities with existing clients
Jul 2002 - Dec 2004
Team & coworkers

Colleagues at Itau USA Asset Management Inc

Other employees you can reach at itau.com.br. View company contacts for 8 employees →

2 education records

Julia Chen Mcclanan education

FAQ

Frequently asked questions about Julia Chen Mcclanan

Quick answers generated from the profile data available on this page.

What company does Julia Chen Mcclanan work for?

Julia Chen Mcclanan works for Itau USA Asset Management Inc.

What is Julia Chen Mcclanan's role at Itau USA Asset Management Inc?

Julia Chen Mcclanan is listed as General Manager - SVP at Itau USA Asset Management Inc.

What is Julia Chen Mcclanan's email address?

AeroLeads has found 1 work email signal at @itau.com.br for Julia Chen Mcclanan at Itau USA Asset Management Inc.

What is Julia Chen Mcclanan's phone number?

AeroLeads has found 1 phone signal(s) with area code 212 for Julia Chen Mcclanan at Itau USA Asset Management Inc.

Where is Julia Chen Mcclanan based?

Julia Chen Mcclanan is based in New York, New York, United States while working with Itau USA Asset Management Inc.

What companies has Julia Chen Mcclanan worked for?

Julia Chen Mcclanan has worked for Itau Usa Asset Management Inc, Itaú Unibanco, Itau Bba, and Unibanco Securities.

Who are Julia Chen Mcclanan's colleagues at Itau USA Asset Management Inc?

Julia Chen Mcclanan's colleagues at Itau USA Asset Management Inc include Caique Lima De Araujo, Vanessa Gomes, Lucio Costa, Antonieta Cassia Brum Conde, and Luana Carvalho Moreira.

How can I contact Julia Chen Mcclanan?

You can use AeroLeads to view verified contact signals for Julia Chen Mcclanan at Itau USA Asset Management Inc, including work email, phone, and LinkedIn data when available.

What schools did Julia Chen Mcclanan attend?

Julia Chen Mcclanan holds Mba, Finance & Accounting from The University Of Chicago Booth School Of Business.

What skills is Julia Chen Mcclanan known for?

Julia Chen Mcclanan is listed with skills including Economics, Fixed Income, Corporate Finance, Valuation, Sales, Capital Markets, Team Management, and Finance.

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