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    David MacLean, CFA

    West Newton, Massachusetts

    Principle Consultant

    Wellington Management Company


    check markAccounting

    check markAuditing & Compliance

    check markBanking, Loans & Insurance

    check markCorporate Finance

    check markInvestments

    check markRisk & Quantitative Analysis

    check markTax

    Where I've Worked
    Wellington Management Company logo

    Jan 2020 – Mar 2020

    Principle Consultant

    Wellington Management Company

    2017 – 2019

    CFO/Director of Finance and Accounting

    State Street Bank logo

    2006 – 2017

    Director of Accounting/Vice President - Foreign Currency

    State Street Bank
    State Street Bank logo

    2006 – 2017

    Director of Finance & Accounting/Vice President - Structured Products/Investment Banking

    State Street Bank
    Citizens Bank logo

    2002 – 2006

    Divisional Controller/Vice President - Mortgage Company/Commercial and Retail Banking

    Citizens Bank
    Bank of America logo

    2000 – 2002

    Director of Accounting/Vice President - Capital Markets Operations

    Bank of America
    Bank of America logo

    1996 – 2000

    Controller/Financial Analyst/Vice President - Global Capital Markets and Commercial Real Estate

    Bank of America
    Where I've Studied

    Masters, Finance

    Babson College, F.W. Olin Graduate School of Business

    Bachelors, Finance

    University of Massachusetts, Isenberg School of Management, Amherst, MA

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