Lachlan Maclean

Lachlan Maclean Email and Phone Number

Vice President Financial Advisor @ Wealth Enhancement Group
San Francisco, CA, US
Lachlan Maclean's Location
San Francisco, California, United States, United States
Lachlan Maclean's Contact Details
About Lachlan Maclean

http://equiuspartners.com/team/lachlan

Lachlan Maclean's Current Company Details
Wealth Enhancement Group

Wealth Enhancement Group

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Vice President Financial Advisor
San Francisco, CA, US
Lachlan Maclean Work Experience Details
  • Wealth Enhancement Group
    Vice President Financial Advisor
    Wealth Enhancement Group
    San Francisco, Ca, Us
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  • Wealth Enhancement Group
    Vice President Financial Advisor
    Wealth Enhancement Group Apr 2023 - Present
    Novato, California, United States
    Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships. Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.
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  • Equius Partners, Inc.
    Wealth Advisor
    Equius Partners, Inc. Aug 2017 - Mar 2023
    Novato, Ca
    KNOWLEDGE. CONFIDENCE. DISCIPLINE.Equius Partners was created in the early 90’s when our founders recognized a dramatic change in modern era markets. By leaving the Wall Street herd behind, Equius was among the first financial planning and investment advisory firms to embrace Asset Class investing - investing based on the science of financial economics and behavioral finance. Asset Class investing requires a different view of markets, tireless intellectual curiosity, and a healthy dose of skepticism toward our industry, its experts, and its history. We and our clients share these traits enthusiastically! ​Equius Partners offers a fully transparent, focused, and modern approach to investing. We handle the challenges associated with long-term investing and financial planning through effective listening and professional counsel aimed at changing behavior that has undermined investment progress in the past. With over $1 Billion under management, our advisors have the experience and know-how to guide any investor to their financial goals.
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  • Nitro, Inc.
    Us Sales Development Manager
    Nitro, Inc. Jun 2017 - Aug 2017
    San Francisco Bay Area
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  • Nitro, Inc.
    Sales Development, Strategic Accounts
    Nitro, Inc. Aug 2016 - Jun 2017
    San Francisco Bay Area
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  • Glass, Lewis & Co.
    Sales Associate
    Glass, Lewis & Co. Mar 2014 - Jul 2016
    San Francisco Bay Area
    As the leading independent provider of global governance services, Glass Lewis helps institutional investors understand and connect with the companies in which they invest.
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  • Glass, Lewis & Co.
    Senior Client Service Manager
    Glass, Lewis & Co. Nov 2009 - Feb 2014
    As the leading independent provider of global governance services, Glass Lewis helps institutional investors understand and connect with the companies in which they invest.
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  • Woodruff-Sawyer & Co
    Account Assistant
    Woodruff-Sawyer & Co Nov 2007 - Nov 2009
    Commercial insurance brokerage.
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  • Equius Partners, Inc.
    Intern
    Equius Partners, Inc. Jun 2005 - Aug 2005
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Lachlan Maclean Skills

Salesforce.com Customer Service Account Management Management Marketing Crm Business Development Sales Financial Services Microsoft Office Investments Microsoft Excel Project Management Finra C# Software Development Ajax Javascript Sql Microsoft Sql Server Xslt Xml Business Analysis Web Development Sharepoint Html Xhtml Wpf Xaml Mysql Php Jsp Java Jquery Dhtml Sdlc Eclipse Iis Vbscript Pro Tools Audio Engineering Music Production Audio Editing Audio Post Production Video Production Graphic Design Photography Post Production Self Publishing Technologies Ebook Design And Formatting Tomcat Stock Music Composition And Production Mobile Applications Photoshop Video Editing Wordpress Documentation Audio Books Photography Ebooks Technical Leadership Asp.net Web Api Asp.net Mvc

Lachlan Maclean Education Details

Frequently Asked Questions about Lachlan Maclean

What company does Lachlan Maclean work for?

Lachlan Maclean works for Wealth Enhancement Group

What is Lachlan Maclean's role at the current company?

Lachlan Maclean's current role is Vice President Financial Advisor.

What is Lachlan Maclean's email address?

Lachlan Maclean's email address is li****@****rce.com

What is Lachlan Maclean's direct phone number?

Lachlan Maclean's direct phone number is +141536*****

What schools did Lachlan Maclean attend?

Lachlan Maclean attended Gonzaga University, Marin Catholic High School.

What are some of Lachlan Maclean's interests?

Lachlan Maclean has interest in Children, Economic Empowerment, Environment, Science And Technology, Disaster And Humanitarian Relief, Human Rights, Animal Welfare, Arts And Culture, Health.

What skills is Lachlan Maclean known for?

Lachlan Maclean has skills like Salesforce.com, Customer Service, Account Management, Management, Marketing, Crm, Business Development, Sales, Financial Services, Microsoft Office, Investments, Microsoft Excel.

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