Aurelio Callope Email & Phone Number
Certified Retirement Counselor®, VP, Financial Advisor, First Citizens Investment Services @ First Citizens State Bank
Aurelio Callope Location
Whitewater, WI, US
Aurelio Callope Work
- 2015 - now Certified Retirement Counselor®, VP, Financial Advisor, First Citizens Investment Services @ First Citizens State Bank
- 2005 - 2015 Vice President, Financial Advisor, Johnson Investment Services @ Johnson Financial Group
- 2002 - 2005 Financial Advisor @ Edward Jones
- 1999 - 2002 Vice President @ Community Bank of Elkhorn (F&M Bank - Elkhorn)
- 1991 - 1999 Loan Officer @ Wisconsin Housing and Economic Development Authority (WHEDA)
- 1988 - 1991 Loan Officer @ Chase (formerly Bank One, Marine Bank)
Aurelio Callope Education
- University of Wisconsin-Whitewater1986 - 1989
- Marquette University1985 - 1986
Aurelio Callope Skills
- Financial Advisory
- Portfolio Management
- Investments
- Financial Analysis
- Wealth Management
- Mutual Funds
- Retirement Planning
- Estate Planning
- Investment Strategies
- Asset Allocation
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 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 on RocketReach.
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