Mack McLean
Santa Clara,CA
Summary
Dynamic and results-driven professional with experience at Clavius Wealth Management, with strong client servicing and teamwork skills. Successfully developed a project on deferred executive compensation, enhancing organizational knowledge. Proven adaptability and sales expertise, complemented by a drive to deliver exceptional service and maintain high-quality standards in all tasks.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Associate Financial Representative Intern (Unpaid)
Clavius Wealth Management
San Francisco, California
06.2025 - Current
- Maintained up-to-date knowledge of products, services, regulations, policies, and procedures.
- Constructed a project and presentation for deferred executive compensation and how it is achieved through Corporate-Owned Life Insurance.
- Participated in team meetings to discuss strategies for providing exceptional service.
Busser
McCormick’s Pub and Restaurant
Wayzata, MN
05.2024 - 09.2024
- Provided friendly service and experience for guests by clearing tables, assisting waiters and kitchen staff in restaurant duties
- Coordinated and communicated with coworkers to ensure smooth and productive work environment
Dock Maintenance
Boatworks Marina
Wayzata, MN
06.2019 - 09.2024
- Spearheaded dock maintenance duties to maintain high level of quality for customers, making sure all is in proper condition
- Ensured wood planks were properly nailed in and checked ropes for possible weaknesses that could cause boat damage
- Filled boats with gas, conversing with customers and helping them pay and complete the gas purchase
- Cleaned the interior and exterior of the majority of the boats in the marina, mostly 30 to 40 foot yachts and cruisers, covering and uncovering when customers were heading out on the lake or leaving
- Finalized the financial accounting after each day to ensure the cash intake was correct, aiding in the long term accuracy of the company’s overall profitability
Education
Bachelors in Economics -
Santa Clara University
Santa Clara, CA06.2026
Institute for Study Abroad -
Butler University
Barcelona, Spain12.2024
High School Degree -
Wayzata High School
Wayzata, MN06.2022
Skills
- Adaptability
- Organization
- Teamwork
- Timeliness
- Client servicing
- Sales expertise
Certification
- PSI Life and Health Certified
- FINRA SIE (In-Progress)
Timeline
Associate Financial Representative Intern (Unpaid)
Clavius Wealth Management
06.2025 - Current
Busser
McCormick’s Pub and Restaurant
05.2024 - 09.2024
Dock Maintenance
Boatworks Marina
06.2019 - 09.2024
Bachelors in Economics -
Santa Clara University
Institute for Study Abroad -
Butler University
High School Degree -
Wayzata High School
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