Leslie Calhoun Email & Phone Number
President and CEO @ Optivest Wealth Management
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Leslie Calhoun Location
- Dana Point, CA, US
Leslie Calhoun Work
- 2019 -now President and CEO @
- 2019 -now President and CEO @
- 2019 -now President @
- 2018 -now Managing Partner @
- 2007 -now Senior Partner @
- 2007 -now Chief Investment Officer @
- 2002 -2005 Market Maker @
Leslie Calhoun Education
- University of Louisville
Bachelor of Arts (B.A.)
1984-1989 - University of Louisville
BA (English)
Leslie Calhoun Skills
- Investment Management
- Registered Investment Advisor
- Financial Management
- Financial Advisory
- Exit Strategies
- Wealth Management
- Succession Planning
- Wealth Preservation
- Investment Advisory
- Investments
- Alternative Investments
- Real Estate Investment
- Private Placements
- Retirement Planning
- Retirement Income Strategies
- Series 7
- Series 63
- Securities
- Portfolio Management
- Series 65
- Series 24
- Asset Management
- Finance
- Management
- Financial Analysis
Leslie Calhoun Summary
- Leslie Calhoun, based in Dana Point, CA, US, is currently a President and CEO at Optivest Wealth Management. Leslie Calhoun brings experience from previous roles at Optivest Wealth Management and Optivest, Inc.. Leslie Calhoun holds a 1984 - 1989 Bachelor of Arts (B.A.) @ University of Louisville. With a robust skill set that includes Investment Management, Registered Investment Advisor, Financial Management, Financial Advisory, Exit Strategies and more. Leslie Calhoun has 1 emails and 1 mobile phone numbers on RocketReach.
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