Caleb Maher
Ceres,CA
Summary
Dynamic leader with extensive experience at U.S. Bank and mentoring youth within our community. Excelling in relationship building with clients and the community. Proven track record in strategic planning and mentoring, enhancing team performance and driving growth. Committed to fostering collaboration and inclusivity, while empowering others to achieve their goals through empathetic guidance and effective communication.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Board Member
Modesto Mavericks Swim Team
01.2022 - Current
- Fostered collaboration among board members, promoting open communication and shared decisionmaking.
- Collaborated with other board members to develop and execute programs and initiatives to advance organizational mission.
- Drove strategic planning efforts to align with company vision and long-term objectives.
- Assisted with development of organizational budgets and resource allocation plans.
Wealth Management Advisor
U.S. Bank
04.2011 - 11.2024
- Assisted clients in mitigating risks by recommending suitable insurance products based on their individual needs and circumstances.
- Mentored junior advisors on best practices in relationship building, portfolio construction, financial planning techniques, and regulatory compliance matters.
- Enhanced overall team performance by regularly sharing insights on market trends, product offerings, and successful client engagement strategies.
- Increased assets under management by consistently acquiring new high-net-worth clients through targeted marketing efforts and referrals.
- Built strong relationships with clients through regular communication, understanding their financial goals, and offering tailored advice.
- Spearheaded the creation of marketing materials to showcase the team''s expertise and value proposition, attracting new clients and strengthening relationships with existing ones.
Varsity Head Coach
Big Valley Christian School
01.2018 - 08.2022
- Developed athletes'' skills through focused coaching, leading to improved individual and team results.
- Mentored assistant coaches and delegated responsibilities as needed, developing their professional growth within the athletic department.
- Cultivated positive relationships with student-athletes, parents, and school administration, promoting open communication channels.
- Built strong rapport with college scouts and recruiters to increase exposure for student-athletes seeking collegiate opportunities post-high school graduation.
- Organized community outreach events for the team to participate in volunteer opportunities, giving back to the local community.
- Created an inclusive environment that celebrated diversity among team members while fostering unity towards a common goal.
Basketball Coach
Modesto City Schools - Beyer High School
03.2014 - 03.2017
- Promoted sportsmanship, teamwork, and respect among players both on and off the court.
- Enhanced player skills through personalized coaching and feedback.
- Promoted good sportsmanship with competing teams on- and off-field.
- Created opportunities for players to develop leadership skills through team captain roles or mentoring younger teammates.
- Enhanced community engagement by organizing basketball clinics and workshops for local youth.
Education
Bachelor of Science - Business Management
Humphreys College
Stockton, CA06-2005
Skills
- Organizational leadership
- Nonprofit experience
- Leadership experience
- Relationship building
- Positive role model and mentor
- Verbal and written communication
- Client relationship management
- Teamwork and collaboration
- Self-awareness
- Empathetic approach
Certification
- Licensed Life and Health Agent
Timeline
Board Member
Modesto Mavericks Swim Team
01.2022 - Current
Varsity Head Coach
Big Valley Christian School
01.2018 - 08.2022
Basketball Coach
Modesto City Schools - Beyer High School
03.2014 - 03.2017
Wealth Management Advisor
U.S. Bank
04.2011 - 11.2024
Bachelor of Science - Business Management
Humphreys College
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