William alan callahan, CFA

Advisor to fintech startups, angel and venture investor, founder

Experience

2022

aVenture

Founded startup – preparing for launch

2021 - Present

Angel Investor

Frequent investor in pre-seed and seed angel rounds, and occasional venture rounds

2021 - Present

SeekInvest

Advisor to fintech software firm that provides values-based portfolio research and audits (e.g., climate, DEI, BIPOC, faith)

2021 - 2022

TS Bank

Leading asset management, financial planning, tax preparation and tax planning unit for the bank following acquisition

2010 - 2021

Callahan Financial Planning

Founder and chief executive officer, successfully raised equity via 2 fundraising rounds

2020 - 2021

Mutual First Federal Credit Union

Director and treasurer, board of directors

2015 - 2020

Morningstar

Advisor to executive team and member of advisory board

2019

El Camino de Santiago

Hiked for approximately 1.5 months, beginning in France, and ending near the Atlantic coast of Spain/Portugal

About Me

I’m an entrepreneur that enjoys building relationships and businesses. I’m actively investing in private companies (angel/seed investments to late stage).

Education

2016

CFA Institute - Chartered Financial Analyst (CFA) Charterholder

Creighton University - Master of Business Administration (MBA)

Creighton University - Master of Investment Management & Financial Analysis (MIMFA)

2012

CFP Board - Certified Financial Planner (CFP) Professional

2011

University of Nebraska at Omaha - BSBA in Corporate Finance, Banking & Financial Markets, Investment Science & Portfolio Management

Kinder Institute - Registered Life Planner (RLP)

Skills

Financial Markets (Behavior, History, Interaction, Portfolio Design)
Banking (Strategy, Product, Launch, Credit, Asset/Liability Management)
Regulatory and Compliance - (SEC, FINRA, Banking)
CFO (Accounting, Controls, Financial Statements, Reporting)
Product Management (Launch, Design, Distribution)
CMO (Campaign Strategy, Multi-Channel)
CTO (Fullstack, Device Mgmt, Authentication, Security, Admin)

Contact