2019 -
now Founder and Lead Educator @ Vine & Fig Tree Wealth Planning, LLC
2024 -
now Adjunct Professor @
2023 -
2024 Wealth Advisor @
2022 -
2023 Director of Financial Planning @
2022 -
2022 Adjunct Lecturer @
2022 -
2022 Senior Financial Planner @
2019 -
2022 Teaching Faculty @
2016 -
2021 Adjunct Instructor, Business and Accounting Department @
2016 -
2017 Strategic Initiatives Manager @
2013 -
2016 Retirement Plan Participant Services' Manager @
2010 -
2013 Wealth Advisor @
2010 -
2015 Communications Instructor - Adjunct @
2009 -
2010 Marketing and Sales Representative @
2004 -
2009 Secondary Education Teacher @ Cascade Jr. Sr. High School
2002 -
2004 Assistant Baseball Coach @
Brian Kallback Education
College for Financial Planning 2016
-
2018
Loras College
M.A. (English Literature)
2002
-
2004
Loras College 1998
-
2002
Benet Academy 1994
-
1998
Liberty University
Doctor of Philosophy - PhD (History)
2020null
Brian Kallback Skills
Training & Development
CERTIFIED FINANCIAL PLANNER™ practitioner
Public Speaking
Strategic Initiatives
Communication
Comprehensive Financial Plans
Retirement Plan Education
Qualified Retirement Plans
Chartered Life Underwriter
Investments
Certified Financial Planner Practitioner
Finance
Services
Training and Development
Curriculum Design
Brian Kallback Summary
Brian Kallback, based in Dubuque, IA, US, is currently a Assistant Professor Of Finance at Loras College. Brian Kallback brings experience from previous roles at Vine & Fig Tree Wealth Planning, LLC, Southern New Hampshire University, Merit Wealth Management and Steele Capital Management, Inc.. Brian Kallback holds a 2016 - 2018 College for Financial Planning. With a robust skill set that includes Training & Development, CERTIFIED FINANCIAL PLANNER™ practitioner, Public Speaking, Strategic Initiatives, Communication and more. Brian Kallback has 2 emails and 1 mobile phone numbers on RocketReach.
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