Joe Calhoun

Director of Financial Planning

Since 2020, Joe Calhoun has been working in Symphonic Financial Advisors 4, 4. This person is an experienced Director of Financial Planning with over seven years of work experience. According to Joe's CV and work profile, this professional has worked at more than eight places with diverse backgrounds and gained different skills. Joe attended school at the Boston University from 2018 to 2019. Joe can be found in Chicago, Illinois – where the professional is currently located. You can search for Joe Calhoun's email address and phone. We can also provide you with additional contact information upon request.
Name variants:
Joel Calhoun, Joseph Calhoun
Last updated May 26, 2024

Contact Information

Last Update
Jul 11, 2022
Email
jo**@gmail.com
Location
Chicago, IL

Workplace

Symphonic Financial Advisors
Director of Financial Planning

Industry

Financial Services

Work History

Director of Financial Planning

New York, NY
from Jan 2020

Board Member and Chairman of Ambassadors

Advise a start-up local diaper bank and manage the core of ambassadors who make the organization a growing success, year over year.
May 2011 — May 2013

Financial Advisor

Rfc
Privately Held 11-50 employees Financial Services industry
Sep 2009 — Jun 2012

Team Support Specialist and Sales Analyst

Chicago, IL
Privately Held 1001-5000 employees Financial Services industry
Sep 2008 — Jan 2009

Insurance Intern

51 Madison Ave, New York, NY 10010
Privately Held 10,001+ employees Financial Services industry
Apr 2007 — Aug 2007

Investment Intern

1585 Broadway, New York, NY 10003
Inside sales experience Contact 50+ businessmen and women each day to expand business prospects and create awareness of the Lukas-Cohen retirement planning group Provide customer service ...
2007 — 2008

Chef

450 3Rd Ave west, Seattle, WA 98119
Public Company 10,001+ employees CCL Leisure, Travel & Tourism industry
2006 — 2006

Manager of Technology at Symphonic Financial Advisors

New York, NY

Occupations

Executive
Director
Accountant
Finance and Accounting Specialist
Board Member
Chairperson
Operations Manager
Accounting Bookkeeper
Bookkeeper
Management Team Executive
Chief Executive

Skills

Rugby
Discover
Prospects
Insurance
Sales
Brokerage
Customer Retention
Finance
Client Relationship
Foreign Exchange
Strategic Financial Planning
Programming
Option Valuation
Kansas City
Management
Railway
Security
Specials
Alaska
Creative Problem Solving
Crm
Powerpoint
Holland
Soccer
Retirement Planning
Valuation
Financial Planning
Inside Sales
Blues
Business Services
Strategy
Life Insurance
Inventory
Strategies
Microsoft Office
Budgeting
Microsoft Excel
Customer Service
Chef
Financial Software
American
Chicago
Analysis
C
Business Development
Business Analysis
Html
Marketing
Time Management
Rolling
Sap Xi
Software Lifecycle
Small Business
Strategic Financial
Presentations
Customer Experience
Six Sigma
Eagle Scout
Sales Process
Client Relationship Building
New York
Investments
Academic
Financial Services
Wealth Management
Java
Stocks
Agents
Client Retention
Restaurants
Accounting Applications
Budgets
Python
Business Strategy
Meetings
Health Insurance
Retirement

FAQs about Joe Calhoun

What is the main profession of Joe Calhoun?

The expert is a Director of Financial Planning.

What jobs is Joe Calhoun a professional at?

Joe Calhoun is proficient at such jobs as Executive and Director.

Where does Joe Calhoun currently live?

Joe Calhoun lives in Chicago, Illinois.

What is Joe's email?

The expert's email is jo**@gmail.com.

How many companies did Joe Calhoun work at?

The professional worked at eight jobs.

Where has Joe Calhoun studied?

Joe studied at the Boston University from 2018 to 2019.

What is the industry that Joe Calhoun worked in?

This professional works in Financial Services industry.

Are there any special skills Joe Calhoun has?

This person has such skills as Rugby, Discover, Prospects, Insurance, Sales, Brokerage, Customer Retention, Finance, Client Relationship, Foreign Exchange, and Strategic Financial Planning.
Login