Chris Callan Email & Phone Number
Regional Vice President, Wealth Management Consulting @ Financial Services Company
Chris Callan's Location
Saint Paul, MN, US
Chris Callan's Work
- Regional Vice President, Wealth Management Consulting @ Financial Services Company
- Capital Markets Specialist, Northeast Region, Wealth Management Consulting @ Financial Services Company
- National Sales Consultant, Managed Accounts and Capital Markets, Wealth Management Consulting @ Financial Services Company
- Program Specialist and YouthLead Counselor @ YWCA St. Paul
- Mutual Fund Wholesaler @ Usbancorp Investment Inc
- Internal Wholesaler @ Financial Services Company
- Financial Advisor @ Ameriprise (then AEFA)
Chris Callan's 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's Skills
- Portfolio Management
- Series 63
- Investments
- Salesforce.com
- Finance
- Asset Allocation
- Account Management
- Series 7
- Retirement Planning
- Wealth Management
Chris Callan's Summary
Chris Callan, based in Saint Paul, MN, US, is currently a Regional Vice President, Wealth Management Consulting at Ameriprise Financial Services, LLC, bringing experience from previous roles at Ameriprise Financial Services, LLC, Ameriprise Financial Services, Inc., YWCA and FAF Advisors. Chris Callan holds a 2017 - 2019 Master's degree in Catholic Studies @ University of St. Thomas. With a robust skill set that includes Portfolio Management, Series 63, Investments, Salesforce.com, Finance and more, Chris Callan contributes valuable insights to the industry. Chris Callan has 1 email on RocketReach.
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