Matt Mcclellan, Cima® Email & Phone Number
@locorrfunds.com
LinkedIn matched
Who is Matt Mcclellan, Cima®? Overview
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Matt Mcclellan, Cima® is listed as Senior Account Manager, National Accounts at LoCorr Funds, a company with 31 employees, based in Greater Tampa Bay Area, United States, United States. AeroLeads shows a work email signal at locorrfunds.com and a matched LinkedIn profile for Matt Mcclellan, Cima®.
Matt Mcclellan, Cima® previously worked as Analyst Relations Manager, National Accounts at Franklin Templeton and Senior Analyst, Global Product Strategy at Franklin Templeton. Matt Mcclellan, Cima® holds Bachelor Of Science (B.S.), Finance, General from Florida State University.
Email format at LoCorr Funds
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AeroLeads found 1 current-domain work email signal for Matt Mcclellan, Cima®. Compare company email patterns before reaching out.
About Matt Mcclellan, Cima®
I support my clients with expertise in a variety of investment products, goal-focused investment solutions, market insight, and practice management.
Listed skills include Alternative Investments, Microsoft Office, Financial Advisory, Management, and 10 others.
Matt Mcclellan, Cima®'s current company
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Matt Mcclellan, Cima® work experience
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Analyst Relations Manager, National Accounts
Senior Analyst, Global Product Strategy
Advisor Consultant
- Develop and maintain relationships delivering proactive web and phone presentations highlighting suitable investment solutions
- Provide personalized and customized sales support to financial advisors in Northwest Georgiathrough various Franklin Templeton solutions: Mutual Funds, 529 Plans, Separately Managed Accounts, Investment Only 401K, and.
Hybrid Territory Manager
- Developed and maintained relationships through proactive calls and face to face meetings.
- Managed team of Sales Representatives to increase customer base and maximize company profits
- Negotiate contract terms with product manufacturers and customers
Sales Associate
- Managed all new sales leads from inside/outside sales representatives to capture potential sales
- Collaborated with other Sales Associates from the Southeast District regarding new sales lead goals
- Made proactive phone calls to clients to uncover business needs
Colleagues at LoCorr Funds
Other employees you can reach at locorrfunds.com. View company contacts for 31 employees →
Danny Eckerline
Colleague at Locorr FundsGreater Minneapolis-St. Paul Area, United States
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GS
Gabriel S. Dutra, Jr Cima
Colleague at Locorr FundsGreater Boston, United States
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JG
John Guagliardo
Colleague at Locorr FundsGreater Chicago Area, United States
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KA
Kristen Anderson
Colleague at Locorr FundsLong Lake, Minnesota, United States, United States
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BW
Bobby Wilmath
Colleague at Locorr FundsAtlanta, Georgia, United States, United States
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BB
Blake Brix, Awma®
Colleague at Locorr FundsMinneapolis, Minnesota, United States, United States
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SK
Sean Katof, Cfa, Caia
Colleague at Locorr FundsEden Prairie, Minnesota, United States, United States
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WL
Wayne Lefebvre
Colleague at Locorr FundsUnited States, United States
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AM
Andrew Maupin Aams® Cima®
Colleague at Locorr FundsKansas City Metropolitan Area, United States
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JE
Jeffrey E Place
Colleague at Locorr FundsJohns Island, South Carolina, United States, United States
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Matt Mcclellan, Cima® education
Bachelor Of Science (B.S.), Finance, General
Investment Management Theory And Practice, A Cima® Certification Registered Education Program
Frequently asked questions about Matt Mcclellan, Cima®
Quick answers generated from the profile data available on this page.
What company does Matt Mcclellan, Cima® work for?
Matt Mcclellan, Cima® works for LoCorr Funds.
What is Matt Mcclellan, Cima®'s role at LoCorr Funds?
Matt Mcclellan, Cima® is listed as Senior Account Manager, National Accounts at LoCorr Funds.
What is Matt Mcclellan, Cima®'s email address?
AeroLeads has found 1 work email signal at @locorrfunds.com for Matt Mcclellan, Cima® at LoCorr Funds.
Where is Matt Mcclellan, Cima® based?
Matt Mcclellan, Cima® is based in Greater Tampa Bay Area, United States, United States while working with LoCorr Funds.
What companies has Matt Mcclellan, Cima® worked for?
Matt Mcclellan, Cima® has worked for Locorr Funds, Franklin Templeton, Mac Supply Enterprises, Inc., and Grainger.
Who are Matt Mcclellan, Cima®'s colleagues at LoCorr Funds?
Matt Mcclellan, Cima®'s colleagues at LoCorr Funds include Danny Eckerline, Gabriel S. Dutra, Jr Cima, John Guagliardo, Kristen Anderson, and Bobby Wilmath.
How can I contact Matt Mcclellan, Cima®?
You can use AeroLeads to view verified contact signals for Matt Mcclellan, Cima® at LoCorr Funds, including work email, phone, and LinkedIn data when available.
What schools did Matt Mcclellan, Cima® attend?
Matt Mcclellan, Cima® holds Bachelor Of Science (B.S.), Finance, General from Florida State University.
What skills is Matt Mcclellan, Cima® known for?
Matt Mcclellan, Cima® is listed with skills including Alternative Investments, Microsoft Office, Financial Advisory, Management, Series 63, Portfolio Management, Series 6, and Customer Service.
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