Ryan James Callan
Vorstandsvorsitzender bei Callan Capital LLC
Profil
Mr. Ryan J.
Callan is a Managing Partner at Callan Capital LLC.
He handles operations at Callan Capital, including firm-wide trading, compliance, technology, and strategic planning.
He also sits on the Callan Capital Investment Committee.
He joined the firm in 2007.
Prior to starting the company, Mr. Callan spent five years with Merrill Lynch assisting high net worth individuals in the areas of wealth management and financial planning.
He began his professional financial career at Preferred Capital in Lake Tahoe in 1997.
Mr. Callan received his undergraduate degree from the University of Nevada.
Aktive Positionen von Ryan James Callan
Unternehmen | Position | Beginn |
---|---|---|
Callan Capital LLC
Callan Capital LLC Investment ManagersFinance Callan Capital LLC (Callan) is an independent, SEC-registered asset management firm headquartered in La Jolla, California. The firm was founded in 2007 by Trevor, Tim, and Ryan Callan. Callan provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. | Vorstandsvorsitzender | 01.01.2007 |
Ehemalige bekannte Positionen von Ryan James Callan
Unternehmen | Position | Ende |
---|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | - |
PreferredTrade, Inc. | Corporate Officer/Principal | - |
Ausbildung von Ryan James Callan
University of Nevada | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 3 |
---|---|
Callan Capital LLC
Callan Capital LLC Investment ManagersFinance Callan Capital LLC (Callan) is an independent, SEC-registered asset management firm headquartered in La Jolla, California. The firm was founded in 2007 by Trevor, Tim, and Ryan Callan. Callan provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. | Finance |
PreferredTrade, Inc. | Finance |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |