Douglas Callan Email & Phone Number
Senior Portfolio Manager @ XML Financial Group
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Douglas Callan Location
- Fort Washington, PA, US
Douglas Callan Work
- Senior Portfolio Manager @ (July 2022 - Present)
- Investment Analyst @ SAMSON WEALTH MANAGEMENT GROUP (June 2014 - June 2022)
- Associate Director - Investment Advisory Operations Specialist @ (July 2006 - May 2014)
Douglas Callan Education
- Seton Hall University
MBA (Finance)
2008-2010 - Bryant University
B.S. Business Administration (Financial Services)
2002-2006
Douglas Callan Skills
- Financial Modeling
- Investments
- Equity Research
- Bloomberg
- Investment Management
- Asset Management
- Financial Analysis
- Alternative Investments
- Investment Banking
- Financial Services
- Wealth Management
- Separately Managed Accounts
- Series 7
- Series 63
- Series 65
- Investment Advisory
- Equities
- Fixed Income
- Mutual Funds
- Microsoft Office
- Microsoft Excel
- Portfolio Management
- Investment Research
Douglas Callan Summary
- Douglas Callan, based in Fort Washington, PA, US, is currently a Senior Portfolio Manager at XML Financial Group. Douglas Callan brings experience from previous roles at SAMSON WEALTH MANAGEMENT GROUP and UBS Financial Services Inc.. Douglas Callan holds a 2008 - 2010 MBA in Finance @ Seton Hall University. With a robust skill set that includes Financial Modeling, Investments, Equity Research, Bloomberg, Investment Management and more. Douglas Callan has 2 emails and 1 mobile phone numbers on RocketReach.
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