Clayton J. Callahan Crpc® Crps® Email and Phone Number
Clayton J. Callahan Crpc® Crps® work email
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Clayton J. Callahan Crpc® Crps® personal email
Clayton J. Callahan Crpc® Crps® phone numbers
Clayton J Callahan, CRPC® CRPS®Managing Director - InvestmentsSenior PIM Portfolio Manager6515 Longshore Loop, Ste 200Dublin, OH 43017clayton.callahan@wfadvisors.comTel: (937) 216-5074Specialties: I am a CRPC®; (Chartered Retirement Planning Counselor) and a CRPS®; (Chartered Retirement Plans Specialist)This information is intended for use by residents of AZ, CO, FL, GA, IL, IN, KY, MD, NC, OH, PA, SC, TN, TX, and WI only./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Wells Fargo Advisors
View- Website:
- wellsfargoadvisors.com
- Employees:
- 15127
-
Managing Director - InvestmentsWells Fargo Advisors Aug 2019 - Present10100 Innovation Drive, Suite 100, Miamisburg, Oh 45342
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Senior Vice President - Wealth ManagementUbs May 2009 - Aug 2019 -
Financial AdvisorMerrill Lynch Mar 2005 - May 2009 -
Vice President - Corporate BankingFifth Third Bank May 1991 - Mar 2005Worked with business owners by providing a variety of financial advisory resources including corporate cash management, individual retirement and investment needs, commercial lending, leasing, foreign exchange and 401(k) retirement plans.
Clayton J. Callahan Crpc® Crps® Skills
Clayton J. Callahan Crpc® Crps® Education Details
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Butler University - College Of Business AdministrationFinance And Economics -
Cambridge City - Lincoln High School
Frequently Asked Questions about Clayton J. Callahan Crpc® Crps®
What company does Clayton J. Callahan Crpc® Crps® work for?
Clayton J. Callahan Crpc® Crps® works for Wells Fargo Advisors
What is Clayton J. Callahan Crpc® Crps®'s role at the current company?
Clayton J. Callahan Crpc® Crps®'s current role is Managing Director - Investments, Senior PIM Portfolio Manager at Wells Fargo Advisors.
What is Clayton J. Callahan Crpc® Crps®'s email address?
Clayton J. Callahan Crpc® Crps®'s email address is cl****@****ubs.com
What is Clayton J. Callahan Crpc® Crps®'s direct phone number?
Clayton J. Callahan Crpc® Crps®'s direct phone number is +193742*****
What schools did Clayton J. Callahan Crpc® Crps® attend?
Clayton J. Callahan Crpc® Crps® attended Butler University - College Of Business Administration, Cambridge City - Lincoln High School.
What are some of Clayton J. Callahan Crpc® Crps®'s interests?
Clayton J. Callahan Crpc® Crps® has interest in Finger Picking Acousitic Guitar, Bicycling, Playing Tennis.
What skills is Clayton J. Callahan Crpc® Crps® known for?
Clayton J. Callahan Crpc® Crps® has skills like Investment Strategies, Financial Advisory, Asset Allocation, Employee Benefits, Financial Planning, Investment Advisory, Wealth Management, Retirement Planning, Portfolio Management, Problem Solving, Customer Service, Risk Management.
Who are Clayton J. Callahan Crpc® Crps®'s colleagues?
Clayton J. Callahan Crpc® Crps®'s colleagues are Howard Marshall, Deanna Skiles, Amber Mecca, Colleen Randall, Cindy Ahlheim, Vincent Graziano, Stephen Pettee.
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