Jeniece Mcclary
JM

Jeniece Mcclary

Linkedin Profile
Financial Solutions advisor at Bank of America Merrill Lynch | Summit, New Jersey, United States
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About Jeniece Mcclary

  • Jeniece McClary is a dedicated Registered Representative at Capstone Colorado, a proud affiliate of Massachusetts Mutual Life Insurance Company (MassMutual). With a strong commitment to empowering clients through financial education, Jeniece leverages her extensive knowledge of insurance and investment products to guide individuals and families...
    Jeniece McClary is a dedicated Registered Representative at Capstone Colorado, a proud affiliate of Massachusetts Mutual Life Insurance Company (MassMutual). With a strong commitment to empowering clients through financial education, Jeniece leverages her extensive knowledge of insurance and investment products to guide individuals and families toward achieving their financial goals. Her approach is deeply personalized; she believes that understanding each client's unique circumstances is crucial for developing tailored financial strategies that resonate with their aspirations. Currently, Jeniece is involved in several key projects aimed at enhancing client engagement and service delivery. She actively leads discussions on corporate partnerships, fostering collaborations that expand the range of resources available to her clients. Her expertise in sales strategy and customer relationship management (CRM) enables her to build lasting relationships, ensuring that clients feel supported throughout their financial journeys. Jeniece’s analytical skills and problem-solving abilities allow her to navigate complex financial scenarios, providing clients with the confidence they need to make informed decisions. In addition to her technical skills, Jeniece is an effective communicator, adept at breaking down intricate financial concepts into easily digestible information. This not only enhances client understanding but also fosters trust and transparency. As she continues to grow within the financial services industry, Jeniece remains committed to her mission: to equip her clients with the knowledge and resources necessary for a successful financial future. Her entrepreneurial spirit drives her to seek innovative solutions that meet the evolving needs of her clientele, making her a valuable asset to both Capstone Colorado and the broader financial community.
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  • Jeniece Mcclary Work

    • Financial Solutions advisor at Bank of America Merrill Lynch in January 2025 to Present
    • Registered Representative at Capstone Colorado - a MassMutual firm in April 2024 to November 2024
    • Financial Advisor at Northwestern Mutual in October 2020 to April 2024
  • Jeniece Mcclary Skills

    • Community EngagementStrategic InitiativesCorporate Partnerships
      Sales StrategyAdobe Creative SuiteRetailInsurance IndustryStakeholder ManagementSales AcumenFinancial MetricsFinancial LiteracyCoachingProprietary SoftwareLeading DiscussionsPartner DevelopmentBusiness AlliancesBusiness StrategyStrategic LeadershipExecutive RelationshipsSkilled Multi-taskerService DeliveryEasily AdaptableCritical ThinkingComputer LiteracyBudget AnalysisExternal RelationshipsStrategic RelationshipsExecutive-level CommunicationAccount ExecutivesBusiness Process AnalysisProject ManagementLegal WritingLegal ResearchFederal LawProcurementRelationship DevelopmentOral CommunicationCustomer Relationship Management (CRM)Consumer ProductsConsultative SellingConstructive FeedbackProblem SolvingConflict ResolutionLead QualificationBusiness ReviewsTrainingPresentationsAnalyticsAnalytical SkillsHealthcare StrategyStrategyContract NegotiationBusiness DevelopmentBusiness Relationship ManagementInterpersonal SkillsStrategic PartnershipsAccount ManagementBusiness PlanningDiversity & InclusionStrategic PlanningBudgetsSalesSmall BusinessEntrepreneurshipFinancial AnalysisDisability InsuranceWhole Life InsuranceCustomer ServiceNegotiationLeadershipCommunicationTime ManagementTeam LeadershipFundraisingMentoringLife & Health Insurance LicensesManagement

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  • About Jeniece Mcclary's Current Company

  • Frequently Asked Questions about Jeniece Mcclary

    • What is Jeniece Mcclary email address?
      Email Jeniece Mcclary at j***y@nm.com. This email is the most updated Jeniece Mcclary email found in 2025.
    • How to contact Jeniece Mcclary?
      To contact Jeniece Mcclary send an email to j***y@nm.com.
    • What company does Jeniece Mcclary work for?
      Jeniece Mcclary works for Bank of America Merrill Lynch
    • What is Jeniece Mcclary's role at Bank of America Merrill Lynch?
      Jeniece Mcclary is Financial Solutions advisor
    • What is Jeniece Mcclary's Phone Number?
      Jeniece Mcclary's phone (201) ***-*139
    • What industry does Jeniece Mcclary work in?
      Jeniece Mcclary works in the Financial Services industry.

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