Caleb Dean Email & Phone Number

Residential & Commercial Solar Installer

- Generated $635,000 in revenue for the company throughout 3 months. - Delivered hot solar leads to one of the fastest growing companies in Florida’s solar industry through direct sales.- Worked closely with homeowners to convert their homes from traditional power to clean energy.- Maintained the lowest cancellation rate on my team by building strong relationships with clients through communication and thorough product knowledge.

Various Locations, Us

- Conducted equity analysis for the firm- Received first place in the company-wide financial planning competition for interns- Created mock case studies to understand the best approaches for portfolio construction and financial planning- Directed financial interviews with prospective clients to evaluate their financial needs- Shadowed financial advisors to assist in case preparation, portfolio reviews, and their overall daily workload

Bloomington, Illinois, Us

As an intern at AIT Wealth Management, I work hand-in-hand with the owner of the firm to manage client portfolios and successfully learn the ins and outs of the finance business.• Cultivate and strengthen relationships with new and existing clients• Meet with clients to transfer their accounts from our previous broker-dealer to our new system with LPL • Decrease workload while increasing productivity of firm

At Hamilton Shores Realty, I helped manage an office overseeing around 100 properties - ranging from vacation rentals to real estate.• Managed all vacation rental properties• Co-managed residential rental properties• Maintained website and listings• Created close relations with company and customers

As a manager at Dolphin Beach Service I was responsible for a team of seven people. My primary goal consisted of giving guest staying at Tops’l Beach Resort the best experience possible through our beach service. I arrived early every morning to set up the entire beach with chairs and umbrellas. I worked closely with my team to provide the best service and get to know the customers on a personal level.

At Kahuna Bay I worked with a group of ten people to keep the marina up and running at the highest level. My primary duty was to show boats to customers, rent boats out and ensure the boats, pumps, and property were functioning safely and efficiently. I was able to expand my communication skills by interacting closely with, not only tourists, but with repeat customers as well throughout the summer.

Doctor Of Law - Jd

Bachelor Of Business Administration - Bba, Finance And Marketing

International Business

Business Administration And Management, General

Education record