David "Dac" Calderhead
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David "Dac" Calderhead Email & Phone Number

Investment Solutions Manager @ Atria Wealth Solutions | Series 7, CAIA at Atria Wealth Solutions
Location: Greater Houston, United States 6 work roles 3 schools
1 work email found @nextfinancial.com 3 phones found area 713 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email d****@nextfinancial.com
Direct phone (713) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Atria Wealth Solutions
Role
Investment Solutions Manager @ Atria Wealth Solutions | Series 7, CAIA
Location
Greater Houston, United States
Company size
32 employees

Who is David "Dac" Calderhead? Overview

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Quick answer

David "Dac" Calderhead is listed as Investment Solutions Manager @ Atria Wealth Solutions | Series 7, CAIA at Atria Wealth Solutions, a with 32 employees, based in Greater Houston, United States. AeroLeads shows a work email signal at nextfinancial.com, phone signal with area code 713, and a matched LinkedIn profile for David "Dac" Calderhead.

David "Dac" Calderhead previously worked as Investment Solutions Manager at Atria Wealth Solutions and Sales / Compliance / Due Diligence at Next Financial Group, Inc.. David "Dac" Calderhead studied at University Of Notre Dame.

Company email context

Email format at Atria Wealth Solutions

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{first_initial}{last}@nextfinancial.com
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AeroLeads found 1 current-domain work email signal for David "Dac" Calderhead. Compare company email patterns before reaching out.

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Profile bio

About David "Dac" Calderhead

With an extensive background in financial oversight, my journey at NEXT Financial Group has honed my expertise in sales, compliance, and due diligence. Our team's commitment to stringent ethical standards has fostered trust and efficiency in our operations.At Atria Wealth Solutions, I leverage my Series 7, 24, 4, 53 and CAIA Level II candidate studies to lead investment strategies that balance risk and innovation. My role as Investment Solutions Manager involves developing products that align with client goals, while ensuring compliance with evolving regulatory landscapes.

Listed skills include Finra Series 7, Investments, Financial Services, Mutual Funds, and 12 others.

Current workplace

David "Dac" Calderhead's current company

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Atria Wealth Solutions
Atria Wealth Solutions
Investment Solutions Manager @ Atria Wealth Solutions | Series 7, CAIA
new york, new york, united states
Website
atriawealth.com
Employees
32
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6 roles

David "Dac" Calderhead work experience

A career timeline built from the work history available for this profile.

Investment Solutions Manager

Current
Atria Wealth Solutions

Houston, Texas, United States

Jan 2016 - Present

Sales / Compliance / Due Diligence

Current
Next Financial Group, Inc.

Houston, Texas Area

Any posts on this site may not reflect the opinions of NEXT Financial Group, Inc. , member FINRA/SIPC

Jan 2013 - Present

Principal / Osj

Current
Next Financial Group, Inc.

Sales / Compliance / Due Diligence.Any posts on this site may not reflect the opinions of NEXT Financial Group, Inc member FINRA/SIPC.

Mar 2012 - Present

Financial Consultant

Bbva Compass

Houston, Texas Area

• Raise new assets by delivering a consistent and concise message why key products and services are appropriate investment solutions.• Identify new annuity and managed money sales opportunities by understanding the needs and priorities of customers.• Create strong working relationships team members to provide HNW households with a broad spectrum of investment, income, and wealth transfer strategies.

Jul 2011 - May 2012

Wholesaler

The Endowment Fund - Salient Partners

South Central

• Meet face to face with financial consultants and their clients to build strong relationships through client events and presentations.• Coach and motivate consultants ensuring they understand performance expectations and how to position the fund to build new HNW assets.• Consult on a wide range of markets perspectives and investment strategies at client events and Financial Consultant meetings.

Apr 2008 - Aug 2009

Financial Advisor

Charles Schwab

Houston, Texas Area

• Motivate and educate a book of 400 HNW households using appropriate key product offerings and services.• Meet face to face with current clients and walk in traffic to gather new assets, maintain account issues and cement relationships.• Partner with Schwab internal teams to provide complete technology based financial plans to monitor, maintain and manage client investments.

Mar 2005 - May 2008
Team & coworkers

Colleagues at Atria Wealth Solutions

Other employees you can reach at atriawealth.com. View company contacts for 32 employees →

MD Miguel Diaz Miguel Diaz Colleague at Atria Wealth SolutionsHouston, Texas, United States View → RM Rhett Meadows, Caia Rhett Meadows, Caia Colleague at Atria Wealth SolutionsHouston, Texas, United States View → DW David Warne David Warne Colleague at Atria Wealth SolutionsSalt Lake City, Utah, United States View → TG Thomas Graber Thomas Graber Colleague at Atria Wealth SolutionsSan Francisco Bay Area, United States View → RG Ria Gost, Ma Ria Gost, Ma Colleague at Atria Wealth SolutionsSan Diego, California, United States View → AB Alicia Baxter Alicia Baxter Colleague at Atria Wealth SolutionsOmaha, Nebraska, United States View → KS Khadijah Sam Khadijah Sam Colleague at Atria Wealth SolutionsLake Charles, Louisiana, United States View → JL Jacinta Lazcano Jacinta Lazcano Colleague at Atria Wealth SolutionsSan Diego, California, United States View → JT Jasmin Torres Jasmin Torres Colleague at Atria Wealth SolutionsPasadena, California, United States View → DL Darcy Lee Darcy Lee Colleague at Atria Wealth SolutionsSyracuse, New York, United States View →
3 education records

David "Dac" Calderhead education

Master Of Business Administration (Mba), Sales, Statistics, Analysis, Leadership, Accounting, Management Strategy, Economics.

University Of Houston-Victoria
FAQ

Frequently asked questions about David "Dac" Calderhead

Quick answers generated from the profile data available on this page.

What company does David "Dac" Calderhead work for?

David "Dac" Calderhead works for Atria Wealth Solutions.

What is David "Dac" Calderhead's role at Atria Wealth Solutions?

David "Dac" Calderhead is listed as Investment Solutions Manager @ Atria Wealth Solutions | Series 7, CAIA at Atria Wealth Solutions.

What is David "Dac" Calderhead's email address?

AeroLeads has found 1 work email signal at @nextfinancial.com for David "Dac" Calderhead at Atria Wealth Solutions.

What is David "Dac" Calderhead's phone number?

AeroLeads has found 3 phone signal(s) with area code 713 for David "Dac" Calderhead at Atria Wealth Solutions.

Where is David "Dac" Calderhead based?

David "Dac" Calderhead is based in Greater Houston, United States while working with Atria Wealth Solutions.

What companies has David "Dac" Calderhead worked for?

David "Dac" Calderhead has worked for Atria Wealth Solutions, Next Financial Group, Inc., Bbva Compass, The Endowment Fund - Salient Partners, and Charles Schwab.

Who are David "Dac" Calderhead's colleagues at Atria Wealth Solutions?

David "Dac" Calderhead's colleagues at Atria Wealth Solutions include Miguel Diaz, Rhett Meadows, Caia, David Warne, Thomas Graber, and Ria Gost, Ma.

How can I contact David "Dac" Calderhead?

You can use AeroLeads to view verified contact signals for David "Dac" Calderhead at Atria Wealth Solutions, including work email, phone, and LinkedIn data when available.

What schools did David "Dac" Calderhead attend?

David "Dac" Calderhead studied at University Of Notre Dame.

What skills is David "Dac" Calderhead known for?

David "Dac" Calderhead is listed with skills including Finra Series 7, Investments, Financial Services, Mutual Funds, Portfolio Management, Asset Allocation, Financial Risk, and Due Diligence.

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