Kaleb Wood Email & Phone Number
@aeonai.com
2 phones found area 214
LinkedIn matched
Who is Kaleb Wood? Overview
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Kaleb Wood is listed as Investor | VP at Helm Investment Group | COO Aeon AI at AEON AI, based in Salt Lake City Metropolitan Area, United States. AeroLeads shows a work email signal at aeonai.com, phone signal with area code 214, and a matched LinkedIn profile for Kaleb Wood.
Kaleb Wood previously worked as Chief Operating Officer at Aeon Ai and Vice President at Helm Investment Group. Kaleb Wood holds Bachelor’S Degree, Business Management from Utah Valley University.
Email format at AEON AI
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AeroLeads found 1 current-domain work email signal for Kaleb Wood. Compare company email patterns before reaching out.
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.
Listed skills include Investments, Financial Accounting, Budgeting, Business Strategy, and 4 others.
Kaleb Wood's current company
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Kaleb Wood work experience
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Vice President
Current
Account Executive
Account Executive
Inside Sales Representative - Closer
Account Executive
Digital Sales Representative
Investment Assistant
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.
Intern
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.
Advisor Center Intern
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.
Associate Corporate Finance
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.
Co-Owner & Chief Financial Officer (Cfo)
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 education
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Utah Valley University
Frequently asked questions about Kaleb Wood
Quick answers generated from the profile data available on this page.
What company does Kaleb Wood work for?
Kaleb Wood works for AEON AI.
What is Kaleb Wood's role at AEON AI?
Kaleb Wood is listed as Investor | VP at Helm Investment Group | COO Aeon AI at AEON AI.
What is Kaleb Wood's email address?
AeroLeads has found 1 work email signal at @aeonai.com for Kaleb Wood at AEON AI.
What is Kaleb Wood's phone number?
AeroLeads has found 2 phone signal(s) with area code 214 for Kaleb Wood at AEON AI.
Where is Kaleb Wood based?
Kaleb Wood is based in Salt Lake City Metropolitan Area, United States while working with AEON AI.
What companies has Kaleb Wood worked for?
Kaleb Wood has worked for Aeon Ai, Helm Investment Group, Weave Hq, Yardi, and Vivint Solar.
How can I contact Kaleb Wood?
You can use AeroLeads to view verified contact signals for Kaleb Wood at AEON AI, including work email, phone, and LinkedIn data when available.
What schools did Kaleb Wood attend?
Kaleb Wood holds Bachelor’S Degree, Business Management from Utah Valley University.
What skills is Kaleb Wood known for?
Kaleb Wood is listed with skills including Investments, Financial Accounting, Budgeting, Business Strategy, Financial Statements, Team Building, Financial Planning, and Sales.
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