Caleb Dillard Email & Phone Number

Caleb Dillard, based in Edmond, OK, US, is currently a Chief Operations Officer | Chief Compliance Officer at Exencial Wealth Advisors, bringing experience from previous roles at Womack Investment Advisers, Inc., Equities Trader and Citizens Bank Of Ada. Caleb Dillard holds a 2015 - 2018 Chartered Financial Analyst (CFA) in Accounting and Finance @ CFA Institute. With a robust skill set that includes Python Programming, Visual Basic for Applications Experience, Matlab, Portfolio Risk Assessing, Alternative Investment Strategies and more, Caleb Dillard contributes valuable insights to the industry. Caleb Dillard has 1 email and 1 mobile phone number on RocketReach.