Randy LeClair in

Randy LeClair

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Regional Vice President at Zacks Investment Research
📍 Charlotte, North Carolina, United States

Randy LeClair is a Regional Vice President at Zacks Investment Management with a successful career in the financial industry. A Cornell University graduate, he has a strong record of developing new business, once securing $250 million in new assets and consistently driving regional growth at past firms like Fisher Investments and Optcapital.

He was the first North Carolina-based sales professional for Fisher Investments, a significant achievement for the multi-billion dollar advisory firm.

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Experience
36 Years
Current Role
Regional Vice President
Job Level
Senior
Location
Charlotte, North Carolina, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Randy cares about

Business Development
His career demonstrates a consistent focus on developing new relationships with corporations, universities, and high-net-worth individuals to drive growth.
Retirement Planning
He has specific experience designing and implementing corporate Non-Qualified Deferred Compensation (NQDC) plans and developing relationships for university Optional Retirement Programs (ORP).
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Career

Work history

11-2006
Regional Vice President
Zacks Investment Research
11-2005 - 8-2006
Sr. Managing Consultant
Optcapital
12-1999 - 11-2005
Regional Vice President
Fisher Investments
6-1998 - 11-1999
Regional Director
Lincoln Financial Group
9-1992 - 6-1998
Regional Manager/Business Development
The Financial Group
In the press

Media appearances

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Education
1986 - 1989
BA
Cornell University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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