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Categories
William a. callahan
Personal finance, technology, and travel content
Experience
2021 - Present
TS Bank
Leading asset management, financial planning, tax preparation and tax planning unit for the bank following acquisition
2010 - Present
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
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
2019
Kinder Institute - Registered Life Planner (RLP)
2016
CFA Institute - Chartered Financial Analyst (CFA) Charterholder
2016
Creighton University - Master of Business Administration (MBA)
2016
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
Skills
Photoshop
89%
WordPress
61%
Illustrator
71%
InDesign
50%
Html & CSS
85%
Contact
- www.yourdomain.com
- me@yourdomain.com
- (354) 4458 9944
- (354) 5567 9900