Tim Smith Callan

Fondateur chez Callan Capital LLC

Profil

Mr. Tim S.
Callan is a Managing Partner at Callan Capital LLC.
He joined the firm in 2007.
He has been assisting high net worth individuals in the areas of wealth management since 2000.
Mr. Callan is also a member of the Callan Capital Investment Committee.
He is president of PEERS, a non profit organization of entrepreneurs and community leaders that give back time and money to local charities.
He's also a member of the Kiwanis Club of San Diego which focuses on the needs of young children in the local community.
As a Certified Financial Planner and Certified Private Wealth Advisor, Mr. Callan takes responsibility for clients’ overall financial planning and oversees a team of planners that assist with design.
Prior to starting the company, Mr. Callan spent seven years with Merrill Lynch and was a member of the firm’s dedicated high net worth division, The Private Banking and Investment Group.
Prior to joining Merrill Lynch, he worked at Charles Schwab in the Retail Strategy department and the Pacific Coast Options Exchange.
Mr. Callan earned a B.S.
in Finance at the University of Colorado in Boulder, CO.

Postes actifs de Tim Smith Callan

Sociétés	Poste	Début
Callan Capital LLC	Fondateur	01/01/2007

Anciens postes connus de Tim Smith Callan

Sociétés	Poste	Fin
Merrill Lynch & Co., Inc. /Old/	Corporate Officer/Principal	-
Charles Schwab & Co., Inc.	Corporate Officer/Principal	-

Formation de Tim Smith Callan

The University of Colorado

Undergraduate Degree