Rob Caldwell Email & Phone Number
Wealth Advisor @ Lifeworks Advisors
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Rob Caldwell Location
- Nashville, TN, US
Rob Caldwell Work
- 2024 -now Wealth Advisor @
- 2024 -now Wealth Advisor @ North Corner Wealth
- 2018 -2024 Director of Investment Research, Wealth Advisor @
- 2014 -2017 Investment Analyst @
- 2014 -2017 Volunteer Consultant @
- 2011 -2014 Operations Associate - Equity Trader @
- 2010 -2011 Business Analyst @
- 2010 -2010 Financial Planning Analyst @ Column Capital Advisors, LLP
- 2009 -2010 Equity Research Analyst @ Two Fish Hedge Fund
- 2009 -2009 Financial Operations Intern @
- 2007 -2007 Operations Intern - Lean Manufacturing and Six Sigma @
- 2006 -2006 Sales Representative @
Rob Caldwell Education
- Butler University - College of Business Administration
B.S. (Finance)
2006-2010
Rob Caldwell Skills
- Strategic Financial Planning
- Financial Modeling
- Investments
- Sales
- Morningstar
- Financial Analysis
- Llp
- Project Management
- Strategic Financial
- Continuous Improvement
- Process Improvement
- Strategic Planning
- Investment Management
- Nashville
- Returns
- Writing
- Six Sigma
- Pre Law
- Variance Analysis
- Lean Manufacturing
- Segments
- Trials
- Psi
- Column
- Profit and Loss
- Valuation
- Journal Entries
- History
- Headcount
- Cognos
- Net
- Fish
- Fee
- Floors
- Month End
- Internal Audit
- Business Analysis
- Motors
- Finance
- ERP
- Wealth Management
- Operations
- Miami
- Mutual Funds
- Volleyball
- Consolidation
- Financial Statement Analysis
- Stocks
- Marketing
- Roll Ups
- Vector
- Training
- Manufacturing
- Asset
- Capital Project Analysis
- Financial Research
- Overhaul
- Databases
- Project
- Budgets
- Assembly
- Streamline
- Financial Statements
- Insurance Planning
- Research
- Aircraft
- Partnerships
- Business Experience
- Capital
- Chicago
- Integration
- Analysis
- Allocations
- Hedge Funds
- Chartered Financial Analyst
- Financial Operations
Rob Caldwell Summary
- Rob Caldwell, based in Nashville, TN, US, is currently a Wealth Advisor at Lifeworks Advisors. Rob Caldwell brings experience from previous roles at North Corner Wealth, Greensview Wealth Management, LLC, Morningstar Investment Management LLC and Arts & Business Council of Chicago. Rob Caldwell holds a 2006 - 2010 B.S. in Finance @ Butler University - College of Business Administration. With a robust skill set that includes Strategic Financial Planning, Financial Modeling, Investments, Sales, Morningstar and more. Rob Caldwell has 2 emails and 1 mobile phone numbers on RocketReach.
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