Chris Callan Email & Phone Number
Regional Vice President Wealth Management Consulting @ Financial Services Company
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Chris Callan Location
- Saint Paul, MN, US
Chris Callan Work
- 2024 -now Regional Vice President Wealth Management Consulting @
- 2023 -2024 Regional Vice President, Wealth Management Consulting @
- 2015 -2023 Capital Markets Specialist, Northeast Region, Wealth Management Consulting @
- 2011 -2014 National Sales Consultant, Managed Accounts and Capital Markets, Wealth Management Consulting @
- 2007 -2011 Program Specialist and YouthLead Counselor @ YWCA
- 2005 -2006 Mutual Fund Wholesaler @
- 2001 -2006 Internal Wholesaler @
- 1999 -2001 Financial Advisor @ Ameriprise (then AEFA)
Chris Callan Education
- University of St. Thomas
Master's degree (Catholic Studies)
2017-2019 - College for Financial Planning
Accredited Portfolio Management Advisor (Investments and Securities)
2013-2014 - University of St. Thomas
B.A. (Finance)
1995-1999
Chris Callan Skills
- Asset Allocation
- Wealth Management
- Series 7
- Investments
- Salesforce.com
- Finance
- Mutual Funds
- Portfolio Management
- Retirement Planning
- Series 63
- Account Management
Chris Callan Summary
- Chris Callan, based in Saint Paul, MN, US, is currently a Regional Vice President Wealth Management Consulting at Ameriprise Financial Services, LLC. Chris Callan brings experience from previous roles at Ameriprise Financial Services, LLC, Ameriprise Financial Services, Inc. and YWCA. Chris Callan holds a 2017 - 2019 Master's degree in Catholic Studies @ University of St. Thomas. With a robust skill set that includes Asset Allocation, Wealth Management, Series 7, Investments, Salesforce.com and more. Chris Callan has 1 emails and 1 mobile phone numbers on RocketReach.
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