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Cfp Joe Calhoun

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Cfp Joe Calhoun

Vice President, Business Development Officer | Midwest Trust Company

Kansas City, Missouri, United States

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Cfp Joe Calhoun

Summary

Joe Calhoun is a seasoned financial planning and trust administration professional based in Kansas City, Missouri. With a robust background spanning over 15 years, he has developed expertise in various aspects of financial services, including wealth management, client relationship building, and strategic financial planning. His career trajectory showcases a strong commitment to enhancing client experiences and retention through innovative problem-solving and effective management strategies. Joe's journey began in the culinary world, where he honed his leadership skills as a chef before transitioning to finance. He has held key roles at notable firms such as Midwest Trust and Symphonic Financial Advisors, demonstrating his ability to thrive in dynamic environments. Joe holds a Certificate in Financial Planning from Boston University and a BBA with a specialization in Finance and Computer Science from Loyola University Chicago. His diverse skill set, coupled with his passion for helping clients achieve their financial goals, makes him a valuable asset in the financial services industry.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Startup Experience

Cfp Joe Calhoun

Work Experience

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Vice President, Business Development Officer at

Midwest Trust Company

January 2024 - Present

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Director of Financial Planning at

Symphonic Financial Advisors

January 2020 - Present

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Financial Advisor at

Symphonic Financial Advisors

June 2012 - January 2024

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Operations Analyst at

Symphonic Financial Advisors

January 2012 - January 2020

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Operations Manager at

Symphonic Financial Advisors

June 2014 - January 2020

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Financial Advisor at

Renaissance Financial

September 2009 - June 2012

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Team Support Specialist/Sales Analyst at

Nuveen, a TIAA company

September 2008 - January 2009

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Investment Intern at

Morgan Stanley

January 2007 - January 2008

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Insurance Intern at

New York Life Insurance Company

April 2007 - August 2007

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Chef at

Holland America Line

January 2006 - January 2006

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Cfp Joe Calhoun

Education

Boston University - Metropolitan College, Certificate In Financial Planning

January 2018 - January 2019

Frequently Asked Questions about Cfp Joe Calhoun

What is Cfp Joe Calhoun email address?

Cfp Joe Calhoun's primary email address is ********@midwesttrust.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Joe Calhoun work for?

Cfp Joe Calhoun is a Vice President, Business Development Officer at Midwest Trust Company, a company specializing in Functions related to depository banking.

Where Cfp Joe Calhoun graduated from?

Cfp Joe Calhoun holds a degree in Financial Planning from Boston University - Metropolitan College.

How can I directly contact Cfp Joe Calhoun?

To contact Cfp Joe Calhoun directly, you can use the email address ********@midwesttrust.com. Complete contact information is available upon registration with Muraena.

Who is Cfp Joe Calhoun?

Joe Calhoun is a seasoned financial planning and trust administration professional based in Kansas City, Missouri. With a robust background spanning over 15 years, he has developed expertise in various aspects of financial services, including wealth management, client relationship building, and strategic financial planning. His career trajectory showcases a strong commitment to enhancing client experiences and retention through innovative problem-solving and effective management strategies. Joe's journey began in the culinary world, where he honed his leadership skills as a chef before transitioning to finance. He has held key roles at notable firms such as Midwest Trust and Symphonic Financial Advisors, demonstrating his ability to thrive in dynamic environments. Joe holds a Certificate in Financial Planning from Boston University and a BBA with a specialization in Finance and Computer Science from Loyola University Chicago. His diverse skill set, coupled with his passion for helping clients achieve their financial goals, makes him a valuable asset in the financial services industry.

Cfp`s contact details

mail

********@midwesttrust.com

Colleagues

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Patricia Mcmahan

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Allegra Kincaid

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Andy Browne

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Garth Silvey

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Mike Orr

VP Managing Director

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Nichole Kennedy

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Shellie Billau

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Eileen Sullivan

Vice President

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Megan Warman

Vice President and Trust Officer

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Edward Duvall

Senior Vice President and Personal Trust Administrator

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