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 @ Financial Services Company
2023 - 2024 Regional Vice President, Wealth Management Consulting @ Financial Services Company
2015 - 2023 Capital Markets Specialist, Northeast Region, Wealth Management Consulting @ Financial Services Company

2011 - 2014 National Sales Consultant, Managed Accounts and Capital Markets, Wealth Management Consulting @ Financial Services Company
2007 - 2011 Program Specialist and YouthLead Counselor @ YWCA
2005 - 2006 Mutual Fund Wholesaler @ U.S. Bancorp Asset Management
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2001 - 2006 Internal Wholesaler @ Financial Services Company
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1999 - 2001 Financial Advisor @ Ameriprise (then AEFA)

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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

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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.

Chris Callan Emails

Found 1 emails

@ampf.com

Chris Callan Phone Numbers

Found 2 phone numbers

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