Joe Calhoun Email & Phone Number
Vice President, Business Development Officer @ Midwest Trust Company
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Joe Calhoun Location
- Kansas City, MO, US
Joe Calhoun Work
- 2024 -now Vice President, Business Development Officer @
- 2023 -now Operations Manager @
- 2020 -2024 Director of Financial Planning @
- 2012 -2024 Financial Advisor @ Symphonic Financial Advisors
- 2014 -2020 Operations Manager @ Symphonic Financial Advisors
- 2012 -2020 Operations Analyst @ Symphonic Financial Advisors
- 2009 -2012 Financial Advisor @
- 2008 -2009 Team Support Specialist and Sales Analyst @
- 2007 -2008 Investment Intern @
- 2007 -2007 Insurance Intern @
- 2006 -2006 Chef @
Joe Calhoun Education
- Boston University - Metropolitan College
Certificate in Financial Planning (Financial Planning)
2018-2019 - Loyola University of Chicago
BBA (Finance, Computer Science)
Joe Calhoun Skills
- Trust Services
- Charitable Trusts
- Trustee
- Trust Management
- Personal Trust Administration
- Business Strategy
- Financial Software
- Valuation
- Financial Planning
- Customer Experience
- Client Retention
- Client Relationship Building
- Creative Problem Solving
- Accounting Applications
- Strategic Financial Planning
- CRM
- Customer Retention
- Investments
- Analysis
- Time Management
- Management
- Finance
- Budgets
- Insurance
- Business Analysis
- Strategy
- Financial Services
- Business Development
- Sales
- Small Business
- Marketing
- Wealth Management
- Customer Service
- Budgeting
- Rugby
- Discover
- Prospects
- Brokerage
- Client Relationship
- Foreign Exchange
- Programming
- Option Valuation
- Kansas City
- Railway
- Security
- Specials
- Alaska
- PowerPoint
- Holland
- Soccer
- Retirement Planning
- Inside Sales
- Blues
- Business Services
- Life Insurance
- Inventory
- Strategies
- Microsoft Office
- Microsoft Excel
- Chef
- American
- Chicago
- C
- HTML
- Rolling
- SAP XI
- Software Lifecycle
- Strategic Financial
- Presentations
- Six Sigma
- Eagle Scout
- Sales Process
- New York
- Academic
- Java
- Stocks
- Agents
- Restaurants
- Python
- Meetings
- Health Insurance
- Retirement
Joe Calhoun Summary
- Joe Calhoun, based in Kansas City, MO, US, is currently a Vice President, Business Development Officer at Midwest Trust Company. Joe Calhoun brings experience from previous roles at OPPM Group, City National Bank and Symphonic Financial Advisors. Joe Calhoun holds a 2018 - 2019 Certificate in Financial Planning in Financial Planning @ Boston University - Metropolitan College. With a robust skill set that includes Trust Services, Charitable Trusts, Trustee, Trust Management, Personal Trust Administration and more. Joe Calhoun has 2 emails and 1 mobile phone numbers on RocketReach.
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Alfred Hagemann
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R. Zaragoza
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Richard Blume
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David Yost
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Joe Calhoun
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Garth Silvey
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