William Callahan Email & Phone Number
Founder @ aVenture
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William Callahan Location
- California, United States
William Callahan Work
- 2023 -now Founder @
- 2022 -2023 Built Fintech Platform for Investing and Trading @
- 2021 -now Advisor @
- 2022 -2024 Founding Member @
- 2010 -2022 Founder, CEO @ Callahan Financial Planning
- 2021 -2022 Business Unit President @
- 2021 -2022 Business Unit President @
- 2020 -2021 Board Member, Treasurer @
- 2015 -2020 Advisor @
- 2019 -2019 Pilgrim @
William Callahan Education
- Creighton University
Master’s Degree (Investment Management and Financial Analysis (MIMFA/MSAPM))
2014-2016 - Creighton University
Master of Business Administration (M.B.A.)
2014-2016 - University of Nebraska at Omaha
Bachelor’s Degree (Finance, Banking & Financial Markets, Investment Science & Portfolio Management)
2011 - NYU School of Professional Studies
Certified Financial Planner (CFP) Professional Program (Investment Science, Law, Tax, Family and Institutional Financial Planning)
William Callahan Skills
- Certified Financial Planner
- Chartered Financial Analyst
- Financial Planning
- Retirement Planning
- Estate Planning
- Investment Management
- Independent Financial Advice
- Wealth Management
- Registered Investment Advisor
- Financial Analysis
- Management
- Strategic Financial Planning
- Planning
- Banking
- Sales
- Financial Modeling
- Customer Service
William Callahan Summary
- William Callahan, based in California, United States, is currently a Founder at aVenture (Techstars '23). William Callahan brings experience from previous roles at aVenture, SeekInvest, Hampton and Callahan Financial Planning. William Callahan holds a 2014 - 2016 Master’s Degree in Investment Management and Financial Analysis (MIMFA/MSAPM) @ Creighton University. With a robust skill set that includes Certified Financial Planner, Chartered Financial Analyst, Financial Planning, Retirement Planning, Estate Planning and more. William Callahan has 1 emails on RocketReach.
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