Registered Representative
CurrentAs a financial services professional i help clients accomplish their long term financial objectives through a comprehensive line of products and services.
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@compasscapitalweb.com
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Hector Caballero is listed as Associate at Compass Capital Management, LLC at Compass Capital Management, a with 5 employees, based in Gretna, Louisiana, United States. AeroLeads shows a work email signal at compasscapitalweb.com and a matched LinkedIn profile for Hector Caballero.
Hector Caballero previously worked as Registered Representative at Compass Capital Management and Intern in Finance at Ubs. Hector Caballero holds Bachelor Of Science, Finance from University Of New Orleans.
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Compass Capital Management is an independently owned financial services firm. We are committed to helping our clients accomplish their long-term financial objectives through a comprehensive line of products and services. Our team of knowledgeable professionals provides diverse financial expertise and responsive service that is tailored to our clients’ individual needs.Our firm is affiliated with the Securian Financial Group, but is independently owned.The benefits of this relationship mean:We maintain a distinctive identity that brings unique value to the local marketplace.Specialties: Securian has well-defined market niches with products designed towards the needs of:• Individuals• Professionals• Executives• Business owners
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As a financial services professional i help clients accomplish their long term financial objectives through a comprehensive line of products and services.
· Assisted Financial Advisors coordinate Business Strategies (Marketing, Seminars).· Researched mutual funds and other investments for Financial Advisors.· Gathered research information to assist Financial Advisors.· Assisted Financial Advisors with producing asset allocation models.· Attended Client events and meetings.· Supported Financial Advisors with preparations of financial plans.· Assist with Client Communication Strategies.· Support Financial Advisors with Preparation for Client Reviews.
· Responsible for personnel assignment.· Supported Management team with budget record keeping.· Applied team leadership to meet the daily demands of the organization.· Gained management, team leadership, and goal setting experience.
· Expanded customer relations experience and gained new safety skills in a fast paced environment
Other employees you can reach at compasscapitalmgt.com. View company contacts for 5 employees →
Amber Lewis
Colleague at Compass Capital ManagementMcalester, Oklahoma, United States
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Christopher Dorris
Colleague at Compass Capital ManagementNew Orleans, Louisiana, United States
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Çağdaş Mehmet
Colleague at Compass Capital ManagementTürkiye, Turkey
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Shelby Heflin
Colleague at Compass Capital ManagementClayton, Oklahoma, United States
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Michelle Lowe
Colleague at Compass Capital ManagementWilburton, Oklahoma, United States
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Shelby Heflin
Colleague at Compass Capital ManagementMcalester, Oklahoma, United States
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Activities and Societies: Phi Kappa Theta fraternity.
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Hector Caballero works for Compass Capital Management.
Hector Caballero is listed as Associate at Compass Capital Management, LLC at Compass Capital Management.
AeroLeads has found 1 work email signal at @compasscapitalweb.com for Hector Caballero at Compass Capital Management.
Hector Caballero is based in Gretna, Louisiana, United States while working with Compass Capital Management.
Hector Caballero has worked for Compass Capital Management, Ubs, Commander'S Palace, and The Home Depot.
Hector Caballero's colleagues at Compass Capital Management include Amber Lewis, Christopher Dorris, Çağdaş Mehmet, Shelby Heflin, and Michelle Lowe.
You can use AeroLeads to view verified contact signals for Hector Caballero at Compass Capital Management, including work email, phone, and LinkedIn data when available.
Hector Caballero holds Bachelor Of Science, Finance from University Of New Orleans.
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