Bryan Caulkins Email & Phone Number
Co-Founder @ Proxy Financial
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Bryan Caulkins Location
- Orlando, FL, US
Bryan Caulkins Work
- Co-Founder @ (July 2018 - Present)
- Financial Advisor and Managing Partner @ (October 2025 - Present)
- Financial Advisor, Managing Partner @ (June 2023 - October 2025)
- Financial Services Representative, Principal Securities Registered Representative @ (November 2017 - June 2018)
- Entrepreneur @ Independent consultant (July 2014 - October 2017)
- MBA Internship @ (April 2016 - June 2016)
- Senior Associate, Investor Relations Advisory @ i-advize Corporate Communications, Inc. (August 2013 - July 2014)
- Various departments @ (July 2007 - August 2013)
Bryan Caulkins Education
- Vlerick Business School
Master of Business Administration (M.B.A.) (Internship at Anheuser-Busch InBev Gobal Headquarters | Finalist in the case competition in global supply-chain at Anheuser-Busch InBev)
2015-2016 - Universidad Adolfo Ibáñez
Masters (Derivative instruments)
2014-2015 - Universidade de São Paulo
Bachelor of Business Administration (Basketball team)
2001-2006
Bryan Caulkins Skills
- Asset Allocation Analysis
- Retirement Planning
- Income Protection
- Charitable Giving
- Financial Needs Analysis
- Deferred Compensation
- Group Benefit Plans
- Buy-sell Agreements
- Informal Business Valuation
- IRAs
- Life Insurance
- Estate Planning Strategies
- Wealth Accumulation Strategies
- Academic Research
- International Business
- Consulting
- Synergies
- Sound
- Shipping
- Infrastructure
- Overseeing
- Sales
- Versed
- Brussels
- Cost
- Derivatives
- Public Markets
- Language Development
- Investor Relations
- Oversight
- Business Administration
- DSO
- Entrepreneurship
- Bloomberg Terminal
- Natural Resources
- Tampa
- Reuters
- C Level
- Procurement
- Management
- Financial Statements
- Coaching
- Short
- Key Performance Indicators
- First Call
- Statistics
- Mexico
- Spanish
- Leadership
- Chain
- Latin
- Public Speaking
- Salesforce.com
- Finalist
- Collaborative
- Belgium
- Strong Business Acumen
- Escalation
- Forecasting
- Peru
- Telecommunications
- Bloomberg
- English
- Corporate Communications
- Bangalore
- Team Leadership
- Futures
- Options Trading
- Reports
- Nyse
- Strategy
- Consumer Goods
- Talent Management
- Strategies
- Microsoft Office
- Microsoft Excel
- Strategic Leadership
- Transportation
- Portuguese
- Supply
- Stock Market Analysis
- Analytical Skills
- Shareholder
- American
- System Monitoring
- Reporting
- Lessons Learned
- REIT
- Analysis
- Financial Markets
- Commodities
- Majors
- Corporate Advisory
- Shareholders
- Market Planning
- Financial Modeling
- Swaps
- Managerial Finance
- Communication
- Modeling
- Negotiation
- Chile
- Lead a Team
- Strategic Planning
- Russia
- Extracurricular Activities
- Brazilian Portuguese
- Buy Sell Agreements
- Visibility
- Change Management
- Mining
- Business Intelligence
- Business Case
- Forest
- QuickBooks
- Sarbanes Oxley Act
- Latin America
- Basketball
- ThomsonOne
- Presentations
- Responsibility
- Customer Experience
- Banking
- International
- Intelligence
- Internships
- Executive Management
- Transparency
- Portfolio
- Colombia
- Brazil
- New York
- Forwards
- Discovering
- Equities
- Compliance
- S&p
- Relationship Building
- Stocks
- Canada
- Rate
- Cash
- Thomson Reuters Eikon
- China
- Financial Analysis
- Invoicing
- Decision Making
- Accounting Applications
- Business Strategy
- Multicultural
- Trading
- Marketing Strategy
- Mergers and Acquisitions
- Excel models
- Competition
Bryan Caulkins Summary
- Bryan Caulkins, based in Orlando, FL, US, is currently a Co-Founder at Proxy Financial. Bryan Caulkins brings experience from previous roles at Proxy Advisory Group, Proxy Freedom, Principal Financial Group and Independent consultant. Bryan Caulkins holds a 2015 - 2016 Master of Business Administration (M.B.A.) in Internship at Anheuser-Busch InBev Gobal Headquarters | Finalist in the case competition in global supply-chain at Anheuser-Busch InBev @ Vlerick Business School. With a robust skill set that includes Asset Allocation Analysis, Retirement Planning, Income Protection, Charitable Giving, Financial Needs Analysis and more. Bryan Caulkins has 2 emails and 4 mobile phone numbers on RocketReach.
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