Marie McClughen
Vice President, External Wholesaler, First Trust Portfolios
- Role
- Vice President, Etf & Sma Specialist at First Trust
- Location
- Arlington, VA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Marie McClughen
I am an external wholesaler for First Trust Portfolios. First Trust is an…
Experience
Vice President, Etf & Sma Specialist
Oct 2010 — Present · Washington, DC, US
As an external wholesaler at First Trust, I strive to understand a financial advisors business model and recommend best-in-class ETF and SMA solutions to consider.
Skills
- Series 7
- Series 6
- Series 63
- Equities
- Investment Strategies
- Etfs
- Mutual Funds
- Investments
- Series 65
- Separately Managed Accounts
- Alternative Investments
- Portfolio Management
- Asset Allocation
- Financial Markets
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