Kaleb Wood

Kaleb Wood Email and Phone Number

Investor | VP at Helm Investment Group | COO Aeon AI @ AEON AI
Kaleb Wood's Location
Salt Lake City Metropolitan Area, United States, United States
Kaleb Wood's Contact Details

Kaleb Wood personal email

n/a

Kaleb Wood phone numbers

About Kaleb Wood

Vice President at HELM Investment Group and leads HELM’s investment committee. I have extensive experience in public market investments, equity research, and financial instruments. Spent four years in software sales in various industries including information technology, marketing, human resources, and real estate. Currently over Operations at Aeon AI. As a startup I have my hand in all aspects of the business from finance, sales, marketing, to business strategy and product roadmap.Angel Investor / Early Stage Venture Investor (Seed - Series A). Focus is on Technology as well as some consumer brands. Looking for excellent, driven founders with large addressable markets and a great founding team.Investor in Public Equities. Includes early positions in Tesla, AMD, Twilio. Currently holding positions in companies such as Upstart, Digital Ocean, Snowflake, Crowdstrike, Celsius Holdings. Focus on young, high growth companies that are constantly innovating.

Kaleb Wood's Current Company Details
AEON AI

Aeon Ai

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Investor | VP at Helm Investment Group | COO Aeon AI
Kaleb Wood Work Experience Details
  • Aeon Ai
    Chief Operating Officer
    Aeon Ai Apr 2023 - Present
    Lehi, Ut, Us
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  • Helm Investment Group
    Vice President
    Helm Investment Group Aug 2020 - Present
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  • Weave Hq
    Account Executive
    Weave Hq Feb 2021 - Jun 2021
    Lehi, Utah, Us
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  • Yardi
    Account Executive
    Yardi Jul 2019 - Feb 2021
    Santa Barbara, Ca, Us
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  • Vivint Solar
    Inside Sales Representative - Closer
    Vivint Solar Apr 2019 - Jul 2019
    Lehi, Utah, Us
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  • Eddyhr
    Account Executive
    Eddyhr Jan 2019 - Mar 2019
    Provo, Utah, Us
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  • Workfront
    Digital Sales Representative
    Workfront May 2018 - Dec 2018
    Lehi, Utah, Us
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  • Integrated Financial Group, Llc
    Investment Assistant
    Integrated Financial Group, Llc Dec 2017 - May 2018
    South Jordan, Utah, Us
    Operations role, helping bridge the gap between clients and investment firms to give our clients the best possible service. Worked directly with the advisors and investment firms to help understand the best funds and options available for each situation.
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  • Integrated Financial Group, Llc
    Intern
    Integrated Financial Group, Llc Aug 2017 - Dec 2017
    South Jordan, Utah, Us
    Develop and Prepare investment reviews. Participate in client meetings and gaining experience in preparing client financial plans.Analyze potential business ventures for validity and profitability. Work with investment team to determine optimal investment opportunities for clients.
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  • Ameriprise Financial Services, Inc.
    Advisor Center Intern
    Ameriprise Financial Services, Inc. May 2017 - Aug 2017
    Minneapolis, Mn, Us
    Client Service Coordinator, establish client meetings and manage advisor’s schedules. Shadow advisors during client meetings.Gained valuable education and training focused on the financial services industry. Opportunities to present to leaders in the organization.
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  • Nu Skin Enterprises
    Associate Corporate Finance
    Nu Skin Enterprises Aug 2015 - May 2017
    Provo, Utah, Us
    Staff accountant for multi-billion-dollar public company. Work directly with Global Financial Controller and with international markets financial managers. Responsible for compiling and distributing company sales report for each month-end and quarter-end.Review and tie out the company’s public reports on forms 10-K and 10-Q. Worked directly with corporate accounting and finance issues. Created numerous excel files to streamline corporate reporting and simplify the analysis of financial information.
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  • Sir Wylde
    Co-Owner & Chief Financial Officer (Cfo)
    Sir Wylde Mar 2016 - Mar 2017
    Generated all the financial statements and established the financial structure for the company. I also oversaw all financial issues and created budgets and strategies to boost profits and reduce expenses.Developed new business and marketing strategies. Compiled legal obligations for the company. Facilitated sale of the company.

Kaleb Wood Skills

Investments Financial Accounting Budgeting Business Strategy Financial Statements Team Building Financial Planning Sales

Kaleb Wood Education Details

  • Utah Valley University
    Utah Valley University
    Business Management

Frequently Asked Questions about Kaleb Wood

What company does Kaleb Wood work for?

Kaleb Wood works for Aeon Ai

What is Kaleb Wood's role at the current company?

Kaleb Wood's current role is Investor | VP at Helm Investment Group | COO Aeon AI.

What is Kaleb Wood's email address?

Kaleb Wood's email address is ka****@****rdi.com

What is Kaleb Wood's direct phone number?

Kaleb Wood's direct phone number is +121455*****

What schools did Kaleb Wood attend?

Kaleb Wood attended Utah Valley University.

What skills is Kaleb Wood known for?

Kaleb Wood has skills like Investments, Financial Accounting, Budgeting, Business Strategy, Financial Statements, Team Building, Financial Planning, Sales.

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