Matthew McCloy
Business RD&A
- Role
- Executive Account Manager at Legacy Energy Solutions
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
Experience
Executive Account Manager
Jan 2016 — Present · Mobile-OH, IN
Strategic Consulting, including project planning & sales strategy development.
Skills
- Wealth
- Sales Management
- Series 63
- Asset Management
- Portfolio Strategy
- Customer Service
- Product Management
- Portfolio Management
- Competitive Analysis
- Fixed Income
- Pricing
- Sales
- Series 6
- Retirement Planning
- Series 7
- Wealth Preservation Strategies
- Negotiation
- Investments
- Business Development
- Wealth Management
- Asset Allocation
- Mutual Funds
- Financial Analysis
- Financial Advisory
- Investment Advisory
- Investment Strategies
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