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Cfp Joe Calhoun
Cfp Joe Calhoun
Vice President, Business Development Officer | Midwest Trust Company
Kansas City, Missouri, United States
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.
Cfp Joe Calhoun
Work Experience
Vice President, Business Development Officer at
Midwest Trust Company
January 2024 - Present
Director of Financial Planning at
Symphonic Financial Advisors
January 2020 - Present
Financial Advisor at
Symphonic Financial Advisors
June 2012 - January 2024
Operations Analyst at
Symphonic Financial Advisors
January 2012 - January 2020
Operations Manager at
Symphonic Financial Advisors
June 2014 - January 2020
Financial Advisor at
Renaissance Financial
September 2009 - June 2012
Team Support Specialist/Sales Analyst at
Nuveen, a TIAA company
September 2008 - January 2009
Investment Intern at
Morgan Stanley
January 2007 - January 2008
Insurance Intern at
New York Life Insurance Company
April 2007 - August 2007
Chef at
Holland America Line
January 2006 - January 2006
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
********@midwesttrust.com
Colleagues
Vice President & Trust Officer
Vice President & Trust Officer
Executive Vice President
Senior Vice President & Trust Officer
VP Managing Director
Vice President & Trust Officer
vice president
Vice President
Vice President and Trust Officer
Senior Vice President and Personal Trust Administrator