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@my529.org
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Caleb Horlacher is listed as Accounting Manager at my529, a with 51 employees, based in Salt Lake City, Utah, United States. AeroLeads shows a work email signal at my529.org and a matched LinkedIn profile for Caleb Horlacher.
Caleb Horlacher previously worked as Senior Fund Accountant/Supervisor at Alter Domus and PWM Special Investments Associate at Goldman Sachs. Caleb Horlacher holds Master Of Science, Accounting from Western Governors University.
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Caleb Horlacher is a Accounting Manager at my529. He possess expertise in banking, credit, credit analysis, financial analysis, finance and 15 more skills. He is proficient in Spanish. Colleagues describe him as "During my time working on-site at Goldman Sachs, I had the opportunity to work with Caleb on our Client Data team. When I collaborated on projects with him, he always made sure I understood the objective of our goal and how pertinent it was to be excellent in everything I did at the firm. The integrity and leadership he carries demonstrated a terrific example for me to live by. I'm thankful to have worked with him and looking forward to more collaborations with Caleb in the future. "
Listed skills include Banking, Credit, Credit Analysis, Financial Analysis, and 16 others.
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A career timeline built from the work history available for this profile.
Salt Lake City, Utah, United States
Manage the ongoing recording and reconciliation of daily contribution, withdrawal, and investment purchase/redemption activity for the plan. Oversee administrative accounts payable. Ensure GASB-compliant accounting for the organization as a component unit of the State of Utah. Prepare and submit Transparent Utah public disclosure reports. Prepare periodic financial statements and related notes. Support the annual audit.
Salt Lake City, Utah
Provided independent/outsourced accounting services to private equity and venture capital funds, hedge funds, and university endowment funds as clients. Kept books and records, handled investment transactions, prepared financial statements, supported audits, and provided investor document hosting and communication services. Prepared complex allocations of fund income and expenses, management fees, and carried interest for pass-through partnership entities. Worked with third-party portfolio tracking systems including Addepar and Cobalt.
Salt Lake City, Utah
Worked in Private Wealth Management Operations supporting ultra-high-net-worth clients as part of the Global Fund Management team covering Alternative Investments (hedge funds and private-equity/venture-capital funds). Was sponsored for and passed FINRA Series 7 Exam (General Securities Rep); also passed Series 66 (Broker/Dealer Agent & Investment Adviser Rep).
Draper, Utah
Worked at 6 different Salt Lake Valley branch locations as a Teller, Lead Teller, Consumer Loan Officer, NMLS-Registered Mortgage Loan Originator, and Assistant Branch Manager.Took pride in relationships with members, especially young people and folks recovering from financial distress, helping to improve personal financial management and creditworthiness.
American Fork, Utah
Became licensed as a Life Insurance Producer in the state of Utah (now expired).Learned about personal finance matters including life/health/casualty insurance, personal credit management, home mortgages, debt consolidation, mutual-fund investing, and retirement planning.
Other employees you can reach at my529.org. View company contacts for 51 employees →
Chloe Dalrymple
Colleague at My529Salt Lake City, Utah, United States
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Chris Nagle
Colleague at My529Salt Lake City, Utah, United States
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Brent Watkins
Colleague at My529Layton, Utah, United States
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Mollie Weisman
Colleague at My529Salt Lake City, Utah, United States
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Bruce Amberson
Colleague at My529Salt Lake City, Utah, United States
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Brittany Parks
Colleague at My529Salt Lake City, Utah, United States
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Andrew Madson
Colleague at My529Salt Lake City Metropolitan Area, United States
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Jessica Raguskus
Colleague at My529Salt Lake City Metropolitan Area, United States
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Jason Cluff, Cfe
Colleague at My529Salt Lake City, Utah, United States
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Andrea Kekacs
Colleague at My529Clearfield, Utah, United States
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Degree Awarded December 2020 Excellence Award for project work in Accounting Research. Excellence Award for project work in Strategic.
Degree Awarded May 2020 Entered WGU Bachelor's in Accounting program as a cost- and time-saving way to satisfy prerequisites for the MAcc.
Degree Awarded April 2010 Marriott School of Business upper-division coursework included Investment Management, Corporate Finance, Real.
Quick answers generated from the profile data available on this page.
Caleb Horlacher works for my529.
Caleb Horlacher is listed as Accounting Manager at my529.
AeroLeads has found 1 work email signal at @my529.org for Caleb Horlacher at my529.
Caleb Horlacher is based in Salt Lake City, Utah, United States while working with my529.
Caleb Horlacher has worked for My529, Alter Domus, Goldman Sachs, America First Credit Union, and Primerica.
Caleb Horlacher's colleagues at my529 include Chloe Dalrymple, Chris Nagle, Brent Watkins, Mollie Weisman, and Bruce Amberson.
You can use AeroLeads to view verified contact signals for Caleb Horlacher at my529, including work email, phone, and LinkedIn data when available.
Caleb Horlacher holds Master Of Science, Accounting from Western Governors University.
Caleb Horlacher is listed with skills including Banking, Credit, Credit Analysis, Financial Analysis, Finance, Risk Management, Financial Services, and Retail Banking.
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