Jeremy S. Office

Principal at Maclendon Wealth Management

Role
Principal at Maclendon Wealth Management
Location
Delray Beach, FL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jeremy S. Office

Jeremy is the Principal of Maclendon Wealth Management, a boutique multi-family office…

Experience

  1. Principal

    Maclendon Wealth Management

    Jun 2011 — Present · Delray Beach, FL, US

    A boutique multi-family firm that caters to clients through services including wealth preservation, asset management, retirement planning, investment services, and traditional and alternative investment consulting in a fully transparent environment

Education

  • Miami University

    Bachelor of Science (BS), Finance

    1995 — 1998

  • Lynn University

    Doctor of Philosophy (PhD), Global Leadership

    2006 — 2011

  • Centerville High School

    Diploma

    1990 — 1994

  • University of Florida

    Master of Business Administration (MBA)

    2001 — 2002

Skills

  • Investments
  • Venture Capital
  • Securities
  • Estate Planning
  • Investment Banking
  • Wealth Management
  • Retirement Planning
  • Asset Allocation
  • Liability Management
  • Portfolio Management
  • Asset Managment
  • Investment Advisory
  • Series 7
  • Investment Management
  • Investment Strategies

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Jeremy S. Office — Principal at Maclendon Wealth Management in Delray Beach, FL, US | Unifers