Aurelio Callope Email & Phone Number
Certified Retirement Counselor®, VP, Financial Advisor, First Citizens Investment Services @ First Citizens State Bank
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Aurelio Callope Location
- Whitewater, WI, US
Aurelio Callope Work
- 2015 -now Certified Retirement Counselor®, VP, Financial Advisor, First Citizens Investment Services @
- 2005 -2015 Vice President, Financial Advisor, Johnson Investment Services @
- 2002 -2005 Financial Advisor @
- 1999 -2002 Vice President @ Community Bank of Elkhorn (F&M Bank - Elkhorn)
- 1991 -1999 Loan Officer @
- 1988 -1991 Loan Officer @ Chase (formerly Bank One, Marine Bank)
Aurelio Callope Education
- University of Wisconsin-Whitewater
Bachelor of Business Administration (BBA) (Accounting and Finance)
1986-1989 - Marquette University
(Medical Technology, Accounting)
1985-1986
Aurelio Callope Skills
- Financial Advisory
- Portfolio Management
- Investments
- Financial Analysis
- Wealth Management
- Mutual Funds
- Retirement Planning
- Estate Planning
- Investment Strategies
- Asset Allocation
- Strategic Planning
- Personal Finance
- IRAs
- Roth IRA
- Roth Conversions
- 401k Rollovers
- Insurance
- Long Term Care Insurance
- Term Life Insurance
- Retirement Income Strategies
- Social Security
- Income Protection
- 529 Plans
- College Savings Plans
- Stocks
- Bonds
- Financial Services
- Finance
- Securities
- FINRA
- Trading
- Banking
- Loans
- Credit
- Mortgage Lending
- Financial Planning
- Asset Management
- Risk Management
- Credit Analysis
- Commercial Lending
- Equities
- Investment Advisory
- Commercial Real Estate
- Fixed Income
- Consumer Lending
- Small Business Lending
- Commercial Banking
- Life Insurance
- Underwriting
- Retail Banking
Aurelio Callope Summary
- Aurelio Callope, based in Whitewater, WI, US, is currently a Certified Retirement Counselor®, VP, Financial Advisor, First Citizens Investment Services at First Citizens State Bank. Aurelio Callope brings experience from previous roles at Johnson Financial Group, Edward Jones, Community Bank of Elkhorn (F&M Bank - Elkhorn) and Wisconsin Housing and Economic Development Authority (WHEDA). Aurelio Callope holds a 1986 - 1989 Bachelor of Business Administration (BBA) in Accounting and Finance @ University of Wisconsin-Whitewater. With a robust skill set that includes Financial Advisory, Portfolio Management, Investments, Financial Analysis, Wealth Management and more. Aurelio Callope has 1 emails and 1 mobile phone numbers on RocketReach.
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