Mason Clelland
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Mason Clelland Email & Phone Number

Partnership Director with Alaris Acquisitions | Former GSSenior People Leader | Project Management | Operations & Planning | Risk Management | Relationship Building | Workforce Development & Strategizing at Alaris Acquisitions
Location: Houston, Texas, United States 7 work roles 1 school
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Role
Partnership Director with Alaris Acquisitions | Former GSSenior People Leader | Project Management | Operations & Planning | Risk Management | Relationship Building | Workforce Development & Strategizing
Location
Houston, Texas, United States
Company size

Who is Mason Clelland? Overview

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Mason Clelland is listed as Partnership Director with Alaris Acquisitions | Former GSSenior People Leader | Project Management | Operations & Planning | Risk Management | Relationship Building | Workforce Development & Strategizing at Alaris Acquisitions, a company with 3 employees, based in Houston, Texas, United States. AeroLeads shows a matched LinkedIn profile for Mason Clelland.

Mason Clelland previously worked as Partnership Director at Alaris Acquisitions and Southwest Regional Management Vice President & Business Unit Co-Manager at Goldman Sachs. Mason Clelland holds Bachelor Of Business Administration - Bba, Management Entrepreneurship from University Of Notre Dame - Mendoza College Of Business.

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Email format at Alaris Acquisitions

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Alaris Acquisitions

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Profile bio

About Mason Clelland

✦ Trusted advisor combining entrepreneurial mindset, with a vast understanding of the M&A space, and am\n expert in financial risk mitigation and cultural partnerships.✦ Client-facing people person and relationship builder with high EQ and outstanding communication skills. Relates easily to high-net-worth individuals, possesses collaborative approach to working in multi-professional groups to maximize client results. Uncompromisingly ethical.

Current workplace

Mason Clelland's current company

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Alaris Acquisitions
Alaris Acquisitions
Partnership Director with Alaris Acquisitions | Former GSSenior People Leader | Project Management | Operations & Planning | Risk Management | Relationship Building | Workforce Development & Strategizing
mooresville, north carolina, united states
Employees
3
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7 roles · 14 years

Mason Clelland work experience

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Partnership Director

Current

Houston, Texas, United States

Mason is a Partnership Director at Alaris Acquisitions assisting our sellers in their once in a lifetime process of finding the right buyer match. Her expertise in nurturing strong relationships will be instrumental in enhancing our partnerships and driving success for our sellers.

Aug 2024 - Present

Southwest Regional Management Vice President & Business Unit Co-Manager

Houston, Texas, United States

Multiple promotions to de facto Chief Operating Officer role overseeing 115+ private wealth services staff in Houston, Dallas, Austin, and Denver working with high-net-worth clients across multimillion dollar 7-state region. Collaborates with PWS senior management team, ensures stakeholder alignment, guides Advisor staff in teamwork to drive synergies and.

2022 - Aug 2024

Vice President & Regional Management Team Member

Houston, Texas Area

Promoted to Vice President to direct Houston office, including sales metrics, staff recruiting and performance management, strategy, and ensuring team alignment with client sales and service. Built strong partner network, and advised GS executives on regional strategy and performance.Securities offered through GOLDMAN SACHS & CO. LLC, member FINRA/SIPC.

2020 - 2022 ~2 yrs

Associate Southwest Regional Management Team Member

Houston, Texas, United States

Recruited as associate member of regional management team to help evaluate regional metrics, organize office meetings and our State of the Union, study core markets for teams, handle prospective client disputes, and answer compensation questions.Securities offered through GOLDMAN SACHS & CO. LLC, member FINRA/SIPC.

2019 - 2022 ~3 yrs

Operations Manager

Houston, Texas, United States

Asked to join by overleveraged startup IT and AV provider to advise owners on financial and operational turnaround. Directed financial and accounting operations, including planning, budgeting, and reporting for $5M operation. Managed HR, staffing, and payroll for 15 staff, oversaw and improved safety standards and controls.

2018 - 2019 ~1 yr

Senior Vice President & Financial Advisor

Houston, Texas

Brought in by regional wealth management firm to manage regulatory and internal compliance functions, develop regulatory review and compliance procedures, and ensure compliance for team. Managed operations of 4-person office, built relationships with high-net-worth clients, and advised them on financial goals and investment strategies.Securities offered.

2014 - 2018 ~4 yrs

Internal Sales Consultant

First financial services position at global investment firm with $1.4B AUM. Applied consultative sales approach to offer full breadth of products, including unit investment trusts, mutual funds, and SMAs. Closed new business through client seminars, networking, and one-on-one meetings. Expanded client pipeline through predictive lead generation.Securities.

2012 - 2014 ~2 yrs
Team & coworkers

Colleagues at Alaris Acquisitions

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1 education record

Mason Clelland education

FAQ

Frequently asked questions about Mason Clelland

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What company does Mason Clelland work for?

Mason Clelland works for Alaris Acquisitions.

What is Mason Clelland's role at Alaris Acquisitions?

Mason Clelland is listed as Partnership Director with Alaris Acquisitions | Former GSSenior People Leader | Project Management | Operations & Planning | Risk Management | Relationship Building | Workforce Development & Strategizing at Alaris Acquisitions.

Where is Mason Clelland based?

Mason Clelland is based in Houston, Texas, United States while working with Alaris Acquisitions.

What companies has Mason Clelland worked for?

Mason Clelland has worked for Alaris Acquisitions, Goldman Sachs, Wailua Technology Group, James E. Bashaw & Co., and Invesco.

Who are Mason Clelland's colleagues at Alaris Acquisitions?

Mason Clelland's colleagues at Alaris Acquisitions include Trevor Darby, Ragan Edwards, Faith Taylor, Alana Groulx, and Allen Darby.

How can I contact Mason Clelland?

You can use AeroLeads to view verified contact signals for Mason Clelland at Alaris Acquisitions, including work email, phone, and LinkedIn data when available.

What schools did Mason Clelland attend?

Mason Clelland holds Bachelor Of Business Administration - Bba, Management Entrepreneurship from University Of Notre Dame - Mendoza College Of Business.

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