Wealth Sales Specialist @ (October 2023 - August 2026)
Investment Specialist @ (January 2022 - October 2023)
Regional Consultant @ (March 2019 - January 2022)
Investment Support Specialist @ (May 2018 - February 2019)
Financial Representative @ (January 2017 - April 2018)
College Financial Representative @ (January 2016 - January 2017)
Caleb Thompson Education
Simpson College
Bachelor’s Degree (Double Major in Finance/Economics and Business Management)
2014-2016
Iowa State University
Finance (General)
2013-2014
Creston High School 2009-2013
Caleb Thompson Skills
Mathematics
Interpersonal Communication
Social Media
Social Networking
Stock Trading
Stock Management
Corporate Finance
Microsoft Office
Time Management
Organization Skills
Organizational Leadership
Microsoft Word
Microsoft Excel
Management
PowerPoint
Event Planning
Public Speaking
Customer Service
DES
Caleb Thompson Summary
Caleb Thompson, based in Phoenix, AZ, US, is currently a Private Equity Associate at StartEngine. Caleb Thompson brings experience from previous roles at Principal Asset Management and Principal Financial Group. Caleb Thompson holds a 2014 - 2016 Bachelor’s Degree in Double Major in Finance/Economics and Business Management @ Simpson College. With a robust skill set that includes Mathematics, Interpersonal Communication, Social Media, Social Networking, Stock Trading and more. Caleb Thompson has 1 emails and 1 mobile phone numbers on RocketReach.
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