Brad Calhoun Email & Phone Number
Managing Director @ Shoemaker Financial
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Brad Calhoun Location
- Brentwood, TN, US
Brad Calhoun Work
- Managing Director @ (January 2011 - Present)
- Registered Investment Advisor @ (January 2008 - January 2010)
- Regional 401(k) Sales Director @ Lincoln Financial Group (January 2007 - January 2008)
- Retirement Wholesaler @ (January 2005 - January 2007)
- Retirement Plan Consultant @ (January 2004 - January 2006)
- Branch Manager @ (January 1998 - January 2005)
Brad Calhoun Education
- Regis University
MBA
2007 - Georgia Southern University
Bachelor
1998
Brad Calhoun Skills
- Series 6
- Series 7
- Series 63
- Series 65
- Insurance Planning
- Financial Planning
- Financial Management
- Financial Advisory
- Disability Insurance
- Insurance Management
- Sales Management
- Retirement Planning
- Retirement Plans
- Retirement Services
- Retirement Solutions
- Retirement Income Strategies
- Investments
- Investment Advisory
- Investment Products
- Investment Strategies
- Alternative Investments
- Mutual Funds
- IRA's
- Roth IRA
- Simple IRA
- SEP
- IRA Rollovers
- Annuities
- Strategic Financial Planning
- Training & Development
- Estate Planning
- Fixed Annuities
- Insurance
- Training and Development
- IRAs
- Mentoring
- 401k
- Defined Benefit
- 401k Rollovers
- Financial Advice
- Planners
- Retirement
- Financial Markets
- Sales Manager
- Leadership
- Territory Development
- Sales Process
- Employee Training
- Territory Management
- Continuous Improvement
- District Sales Management
- Business Development
- Management
- Account Management
- Customer Service
- Strategic Planning
- Training
- Team Building
- Sales
Brad Calhoun Summary
- Brad Calhoun, based in Brentwood, TN, US, is currently a Managing Director at Shoemaker Financial. Brad Calhoun brings experience from previous roles at ING Investment Management, Lincoln Financial Group, OppenheimerFunds and Mutual of America. Brad Calhoun holds a MBA @ Regis University. With a robust skill set that includes Series 6, Series 7, Series 63, Series 65, Insurance Planning and more. Brad Calhoun has 2 emails and 1 mobile phone numbers on RocketReach.
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