Rob Caldwell Email & Phone Number
Wealth Advisor @ Lifeworks Advisors
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Rob Caldwell Location
- Nashville, TN, US
Rob Caldwell Work
- Wealth Advisor @ (January 2024 - Present)
- Wealth Advisor @ North Corner Wealth (January 2024 - Present)
- Director of Investment Research, Wealth Advisor @ (June 2018 - January 2024)
- Investment Analyst @ (November 2014 - August 2017)
- Operations Associate - Equity Trader @ (December 2011 - October 2014)
- Volunteer Consultant @ (August 2014 - August 2017)
- Business Analyst @ (August 2010 - July 2011)
- Financial Planning Analyst @ Column Capital Advisors, LLP (February 2010 - April 2010)
- Equity Research Analyst @ Two Fish Hedge Fund (September 2009 - February 2010)
- Financial Operations Intern @ (January 2009 - June 2009)
- Operations Intern - Lean Manufacturing and Six Sigma @ (May 2007 - August 2007)
- Sales Representative @ (April 2006 - October 2006)
Rob Caldwell Education
- Butler University - Lacy School of Business
B.S. (Finance)
2006-2010
Rob Caldwell Skills
- Family Wealth Management
- Financial Analysis
- Financial Modeling
- HNW
- Independent Financial Advice
- Investments
- Morningstar
- Private Wealth Management
- Sales
- Strategic Financial Planning
- 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 and Morningstar Investment Management LLC. Rob Caldwell holds a 2006 - 2010 B.S. in Finance @ Butler University - Lacy School of Business. With a robust skill set that includes Family Wealth Management, Financial Analysis, Financial Modeling, HNW, Independent Financial Advice and more. Rob Caldwell has 2 emails and 1 mobile phone numbers on RocketReach.
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