Caleb Dillard Email & Phone Number

Chief Operations Officer @ Exencial Wealth Advisors

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Caleb Dillard Location

Oklahoma City, OK, US

Caleb Dillard Work

2015 - now Chief Operations Officer @ Exencial Wealth Advisors
2015 - 2015 Associate Wealth Advisor @ Womack Investment Advisers, Inc.
2014 - 2015 Equities Trader @ Equities Trader

2006 - 2014 Loan Officer @ Citizens Bank Of Ada
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Caleb Dillard Education

CFA Institute
(Accounting, Finance)
2015 - 2018
East Central University
Bachelors (Business Administration, Finance)
2007 - 2012
Ada High School
2003 - 2007

Caleb Dillard Summary

Caleb Dillard, based in Oklahoma City, OK, US, is currently a Chief Operations Officer at Exencial Wealth Advisors. Caleb Dillard brings experience from previous roles at Womack Investment Advisers, Inc., Equities Trader and Citizens Bank of Ada. Caleb Dillard holds a 2015 - 2018 CFA Institute. Caleb Dillard has 1 emails and 1 mobile phone numbers on RocketReach.

Caleb Dillard Emails

Found 1 emails

@exencialwealth.com

Caleb Dillard Phone Numbers

Found 3 phone numbers

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Top Exencial Wealth Advisors Employees

Tim Courtney

Chief Investment Officer at Exencial Wealth Advisors

Oklahoma City, OK, US
3
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- gmail.com
- aol.com
5
- +1 405-204-XXXX
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Craig Wezenski

Senior Business Development Officer at Exencial Wealth Advisors

New York, NY, US
2
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- savantwealth.com
2
- +1 203-298-XXXX
- +1 203-795-XXXX
Philip Ross

Partner and Senior Wealth Adviser at Exencial Wealth Advisors

Oklahoma City, OK, US
3
- gmail.com
- exencialwealth.com
- savantwealth.com
2
- +1 405-553-XXXX
- +1 405-413-XXXX
Caleb Stinson

Chief Marketing Officer at Exencial Wealth Advisors

Fayetteville, AR, US
2
- exencialwealth.com
- gmail.com
1
- +1 678-398-XXXX
Suzanne Fitzgerald

President, Executive Counseling at Exencial Wealth Advisors

Dallas, TX, US
2
- gmail.com
- sbcglobal.net
2
- +1 405-478-XXXX
- +1 214-941-XXXX
Jeff Baty

Financial Advisor - Director of Wealth Management at Exencial Wealth Advisors

Oklahoma City, OK, US
2
- exencialwealth.com
- gmail.com
3
- +1 405-778-XXXX
- +1 701-239-XXXX
- +1 605-322-XXXX
Anna Park

Lead Tax Senior at Exencial Wealth Advisors

Texas, United States
2
- exencialwealth.com
- gmail.com
1
- +1 512-799-XXXX
Amy Sewell

Senior Manager, Tax and Consulting at Exencial Wealth Advisors

Plano, TX, US
3
- yahoo.com
- gmail.com
- savantwealth.com
2
- +1 972-746-XXXX
- +1 972-746-XXXX
Dave Totah

Partner and Senior Wealth Advisor at Exencial Wealth Advisors

Dallas, TX, US
1
- exencialwealth.com
1
- +1 214-525-XXXX
Cameron Edson

Assistant Tax Manager at Exencial Wealth Advisors

Rowlett, TX, US
1
- exencialwealth.com
2
- +1 206-258-XXXX
- +1 253-863-XXXX
John Burns

Co-CEO at Exencial Wealth Advisors

Oklahoma City, OK, US
1
- exencialwealth.com
4
- +1 405-478-XXXX
- +1 405-478-XXXX
- +1 405-361-XXXX
- +1 405-843-XXXX

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