Neal Coleman

Vice President - Business Development at KLCM Advisors, Inc.

Neal Coleman, CFA has extensive work experience in the financial industry. Neal is currently serving as the Vice President of Business Development at KLCM Advisors, Inc. Since joining the company in September 2021, they have been involved in various business development activities. Prior to their current role, Neal worked at Wells Fargo Asset Management for several years. Neal started in June 2013 as a Client Service Consultant and then transitioned to the role of Financial Consultant in the Premier Client Group in July 2014. From July 2015 to September 2021, they served as an Associate Regional Director, overseeing regional operations and managing client relationships. Neal's diverse roles at Wells Fargo Asset Management have given him a comprehensive understanding of different aspects of the financial services industry.

Neal Coleman, CFA obtained a degree in Finance from the University of Wisconsin-Whitewater in the period between 2009 and 2013. In 2023, they became a Chartered Financial Analyst Charterholder from the CFA Institute.

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Timeline

  • Vice President - Business Development

    September, 2021 - present