Secretary At Summitt Elementary
Current
Jun 2024 - Present
AeroLeads people directory · profile
Alyssa Calhoun, Cfp®, Mba Email & Phone Number
Connecting women by educating, supporting, mentoring, sharing best practices and collaborating.
at
Texas Congress of Parents & Teachers (Texas PTA)
1 work email found
@caminvestor.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Current company
Role
Connecting women by educating, supporting, mentoring, sharing best practices and collaborating.
Location
Austin, Texas, United States
Who is Alyssa Calhoun, Cfp®, Mba? Overview
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Quick answer
Alyssa Calhoun, Cfp®, Mba is listed as Connecting women by educating, supporting, mentoring, sharing best practices and collaborating. at Texas Congress of Parents & Teachers (Texas PTA), based in Austin, Texas, United States. AeroLeads shows a work email signal at caminvestor.com and a matched LinkedIn profile for Alyssa Calhoun, Cfp®, Mba.
Alyssa Calhoun, Cfp®, Mba previously worked as Secretary at Summitt Elementary at Texas Congress Of Parents & Teachers (Texas Pta) and VP of Programs at Summitt Elementary at Texas Congress Of Parents & Teachers (Texas Pta). Alyssa Calhoun, Cfp®, Mba holds Financial Planning And Services from Boston University.
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Email format at Texas Congress of Parents & Teachers (Texas PTA)
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{first}@caminvestor.com
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AeroLeads found 1 current-domain work email signal for Alyssa Calhoun, Cfp®, Mba. Compare company email patterns before reaching out.
Profile bio
About Alyssa Calhoun, Cfp®, Mba
I love to solve problems, help people and see others succeed! Following my passion to make an impact in the lives of families, women and professionals by helping them assess and maintain excellent financial health.
Current workplace
Alyssa Calhoun, Cfp®, Mba's current company
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Texas Congress Of Parents & Teachers (Texas Pta)
AeroLeads page
15 roles
Alyssa Calhoun, Cfp®, Mba work experience
A career timeline built from the work history available for this profile.
Vp Of Programs At Summitt Elementary
I serve as the VP of Programs on the PTA Board at Summitt Elementary. I have the privilege of bringing fun, educational and community building events to our school!
Jun 2022 - Jun 2024
Women'S Initiative Director
CurrentThe Women's Initiative is a community of like-minded women financial professionals who support, educate and encourage one another.We support women at all stages in their careers, including new professionals, returners, career changers, and seasoned/retiring advisors. We are a passionate, fun-loving, upbeat community dedicated to the success of every member.
Jan 2024 - Present
Director Of Client Communications/Associate Wealth Advisor
CurrentI work with clients to help them understand their financial health, determine what their money values are and goals, and then work towards their future. As their guide, task manager and financial expert I'm able to help clients stay focused and on track while they enjoy their (busy) lives!
Jun 2021 - Present
Client Communications Manager, Global Client Group
Jan 2019 - Jun 2021
Senior Associate - Project Manager, Financial Advisor Communications
Jan 2016 - Jan 2019
Associate, Financial Advisor Services
Aug 2014 - Dec 2015
Corporate Governance Associate
Oct 2011 - Aug 2014
Equity Trading Settlement Officer
Shell Asset Management Company B.V.
•Reviewed and solved daily failing equity cash and lending trades•Provided support for equity trading and lending desks•Reduced trading errors by fixing system errors or bugs•Maintained international trading fees and commissions•Reconciled holding differences due to equity trades and lending•Processed Credit Default, Equity, Interest Rate, and Inflation Swaps•Daily reviewed and processed cash positions for Futures transaction
Dec 2009 - Apr 2011
Corporate Action & Static Data Officer
Shell Asset Management Company B.V.
•Analyzed and processed equity corporate actions for all markets•Liaised with Portfolio Managers on corporate action decisions•Problem solved corporate action election discrepancies•Reconciled holding differences due to corporate actions•Maintained and imported accurate static data for equities •Maintained counterparties standard settlement instructions
Apr 2009 - Dec 2009
Portfolio Management Analyst
•Manager of international corporate actions for U.S. domiciled funds•U.S. contact for Middle Office outsourcing project – Corporate Actions•Coordinated with Dimensional foreign offices and international custodian banks regarding portfolio management procedures•Reconciled share discrepancies between Dimensional and custodian banks•Reviewed daily cash flows for accounts and reconciled discrepancies with banks•Calculated monthly fund performance and compared to MSCI indices•Calculated monthly fund commission fees •Processed pricing recommendations prepared by portfolio managers•Performed news checks for security buy/sell programs•Trained new Analysts
Jan 2007 - Apr 2009
Fraud Investigation & Dispute Services Intern
- Provided financial support to present to insurance providers of clients- Gathered and extracted documents from clients for review concerning fraud investigations- Prepared documents to be used by expert witnesses during fraud trials
Jun 2006 - Aug 2006
Life Actuary Intern
- Designed a life insurance Lapse Study - Presented the Lapse Study to the executive board- Contributed to life insurance Mortality Study- Calculated life insurance dividend rates- Received Actuary of the Week award twice
Jun 2005 - Aug 2005
Property & Casualty Actuary Intern
Mar 2005 - May 2005
Teller
May 2004 - Aug 2004
3 education records
Alyssa Calhoun, Cfp®, Mba education
Financial Planning And Services
Boston University
Master Of Business Administration (Mba)
The University Of Texas At Austin
Bba - Finance, Corporate & Investment
The University Of Texas At Austin
FAQ
Frequently asked questions about Alyssa Calhoun, Cfp®, Mba
Quick answers generated from the profile data available on this page.
What company does Alyssa Calhoun, Cfp®, Mba work for?
Alyssa Calhoun, Cfp®, Mba works for Texas Congress of Parents & Teachers (Texas PTA).
What is Alyssa Calhoun, Cfp®, Mba's role at Texas Congress of Parents & Teachers (Texas PTA)?
Alyssa Calhoun, Cfp®, Mba is listed as Connecting women by educating, supporting, mentoring, sharing best practices and collaborating. at Texas Congress of Parents & Teachers (Texas PTA).
What is Alyssa Calhoun, Cfp®, Mba's email address?
AeroLeads has found 1 work email signal at @caminvestor.com for Alyssa Calhoun, Cfp®, Mba at Texas Congress of Parents & Teachers (Texas PTA).
Where is Alyssa Calhoun, Cfp®, Mba based?
Alyssa Calhoun, Cfp®, Mba is based in Austin, Texas, United States while working with Texas Congress of Parents & Teachers (Texas PTA).
What companies has Alyssa Calhoun, Cfp®, Mba worked for?
Alyssa Calhoun, Cfp®, Mba has worked for Texas Congress Of Parents & Teachers (Texas Pta), Fpa Of Austin, Cam Investor Solutions, Dimensional Fund, and Shell Asset Management Company B.V..
How can I contact Alyssa Calhoun, Cfp®, Mba?
You can use AeroLeads to view verified contact signals for Alyssa Calhoun, Cfp®, Mba at Texas Congress of Parents & Teachers (Texas PTA), including work email, phone, and LinkedIn data when available.
What schools did Alyssa Calhoun, Cfp®, Mba attend?
Alyssa Calhoun, Cfp®, Mba holds Financial Planning And Services from Boston University.
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