Ian McCleary
Associate Wealth Management Advisor specializing in Financial Planning and Services at Northwestern Mutual
- Role
- Associate Wealth Management Advisor at Northwestern Mutual
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Ian McCleary
At Northwestern Mutual, my role as an Associate Wealth Management Advisor centers on the…
Experience
Associate Wealth Management Advisor
Sep 2024 — Present
Education
James Madison University
Bachelor of Business Administration (BBA)
James Madison University
Bachelor of Arts (BA)
Saudi Arabian international School - Riyadh
High school diploma
1996 — 1999
University of Virginia
Certified Financial Planning (CFP® Coursework)
Northern Virginia Community College
Cyber Security
Skills
- Sales
- Customer Service
- Sales Operations
- Negotiation
- Marketing
- Leadership
- Building Relationships
- Team Leadership
- Microsoft Office
- Powerpoint
- Social Media
- Talent Acquisition
- Microsoft Excel
- Applicant Tracking Systems
- Employee Relations
- Goal Setting
- Account Management
- New Business Development
- Customer Satisfaction
- Team Building
- Management
- Training
- Sales Management
- Time Management
- Sales Process
- Customer Retention
- Strategy
- Microsoft Word
- Marketing Strategy
- Social Networking
- Inventory Management
- Direct Sales
- Strategic Planning
- Operations Management
- Business Strategy
- Profit
- Teamwork
- Communication
- Human Resources
- Problem Solving
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