Brian Kallback Email & Phone Number
Assistant Professor Of Finance @ Loras College
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Brian Kallback Location
- Dubuque, IA, US
Brian Kallback Work
- 2017 -now Assistant Professor Of Finance @
- 2019 -now Founder and Lead Educator @ Vine & Fig Tree Wealth Planning, LLC
- 2024 -now Adjunct Professor @
- 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 -2015 Communications Instructor - Adjunct @
- 2010 -2013 Wealth Advisor @
- 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
M.S. in Personal Financial Planning (Personal Financial Planning)
2016-2018 - Loras College
M.A. (English Literature)
2002-2004 - Loras College 1998-2002
- Benet Academy
High School Diploma (High School/Secondary Diplomas and Certificates)
1994-1998 - Liberty University
Doctor of Philosophy - PhD (History)
2020
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, Steele Capital Management, Inc. and The University of Iowa Tippie College of Business. Brian Kallback holds a 2016 - 2018 M.S. in Personal Financial Planning in Personal Financial Planning @ 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 2 mobile phone numbers on RocketReach.
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