Grant Kalmanovitz's Location
Encinitas, CA, US
Grant Kalmanovitz's Work
- Head of Equity Success (Sales and Customer Success) @ Equitybee
- Vice President, Head of LPL Business Solutions Client Success @ LPL Financial
- Vice President, Head of Admin Solutions Business @ LPL Financial
- Director, Retail Investor Sales and Service @ LendingClub
- Managing Director, Advisor Services Sales and Service Enablement @ Charles Schwab
- Managing Director, Investor Services Sales and Service Enablement @ Charles Schwab
- Senior Project Manager, Investor Services Sales and Service Enablement @ Charles Schwab
- Senior Team Manager, Pinnacle and High Net Worth (Dedicated Premium Service Team) @ Charles Schwab
- Senior Team Manager, Proactive Outreach (Sales Development) @ Charles Schwab
- Team Manager and Senior Team Manager, Client Service and Support @ Charles Schwab
Grant Kalmanovitz's Education
- USC Rossier School of Education
Doctor of Education - EdD (Organization Change & Leadership)
- Arizona State University, W. P. Carey School of Business
Master of Business Administration (M.B.A.) (Marketing & Leadership)
- University of California, Los Angeles
Bachelor of Arts (B.A.) (Economics)
Grant Kalmanovitz's Skills
- Leadership
- Six Sigma
- Series 63
- PowerPoint
- Web Content Management
- SharePoint
- Content Management
- Sales
- Portfolio Management
- Sales Operations
Grant Kalmanovitz's Summary
Grant Kalmanovitz, based in Encinitas, CA, US, is currently a Head of Equity Success (Sales and Customer Success) at EquityBee, bringing experience from previous roles at LPL Financial, LendingClub and Charles Schwab. Grant Kalmanovitz holds a Doctor of Education - EdD in Organization Change & Leadership @ USC Rossier School of Education. With a robust skill set that includes Leadership, Six Sigma, Series 63, PowerPoint, Web Content Management and more, Grant Kalmanovitz contributes valuable insights to the industry. Grant Kalmanovitz has 1 email on RocketReach.
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