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David McClellan
Partner @Forum Financial Management, Lp
Chicago, IL, US
EMAILS
d••••••••@forumfinancial.com
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jun 2022 — Present
Partner @Forum Financial Management, Lp
EDUCATION
1986 — 1990
The University of Texas at Austin
B.A. with Honors, Economics and History
1996 — 1998
The University of Chicago Booth School of Business
MBA, Strategy, Marketing, and Finance
SKILLS
Series 65Competitive AnalysisFinancial ServicesSalesMarket ResearchRetirement Income StrategiesInvestment Advisory ServicesFinancial TechnologyChange ManagementEntrepreneurshipFinancial PlanningEmployee Value PropositionManagementUser ExperienceStart-Up ConsultingInvestmentsMicrosoft ExcelNon-Profit LeadershipNon-Profit BoardsWealth ManagementProduct InnovationNew Business DevelopmentBusiness StrategyMarketing StrategyProduct DevelopmentBusiness WritingFundraisingStart-UpsMarketing CommunicationsRelationship ManagementThought LeadershipBusiness DevelopmentRetirement PlanningProduct StrategyLeadershipProduct ManagementFinancial ModelingCustomer Value PropositionPublic SpeakingStrategic Planning
ABOUT DAVID MCCLELLAN
I’m passionate about creating a safe and limitless future for everyone! You can see this…
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