-p-500.jpeg)
William alan callahan, CFA
Founder, operator/executive, venture & angel investor, startup advisor
EXPERIENCE
2022 – Present
Founder, CEO of a San Francisco-based fintech working to make venture capital accessible to everyone, normalizing it’s role in modern portfolio management
2021 – Present
Frequent investor in pre-seed and seed angel rounds, and occasional venture rounds
2021 – Present
Advisor to fintech software firm that provides values-based portfolio research and audits (e.g., climate, DEI, BIPOC, faith)
2021 – 2022
Leading asset management, financial planning, tax preparation and tax planning unit for the bank following acquisition
2010 – 2021
Founder and chief executive officer, successfully raised equity via 2 fundraising rounds
2020 – 2021
Director and treasurer, board of directors
2015 – 2020
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
Creighton University - Master of Business Administration (MBA)
Creighton University - Master of Investment Management & Financial Analysis (MIMFA)
2012
2011
University of Nebraska at Omaha - BSBA in Corporate Finance, Banking & Financial Markets, Investment Science & Portfolio Management
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)
CONTACT
- Personal Website
- Blog
- aVenture
- Email – william at williamcallahan.com
- Crunchbase