George L. Calhoun
Houston,TX
Summary
Client retention, Market share growth
Overview
11
11
years of professional experience
1
1
Certification
Work History
Registered Representative Consultat
Craft Capital
01.2024 - Current
- Increased revenue in my branch by 25%.
- Recruited and managed over 20 brokers.
- Raise of a $5 million in assets.
Private Equity Broker
Tap Financial Partners
09.2019 - 01.2024
- Raised over £20 million. 50% increase year over year.
- Created several deal structures and strategies that maximize value for clients
- Managed a team of 15 brokers.
Stock Broker / Registered Representative
Laidlaw & Company (UK) LTD.
11.2013 - 06.2019
- Top producer (2013 & 2015) in a branch of twenty brokers.
- Management team of seven brokers that gross €2 million annually.
Education
Bachelors of Arts - Labor Studies & Human Resources
Rutgers University
New Brunswick, NJ01.2010
Skills
- Investment strategies
- Financial modeling
- Trend forecasting
- Hedging
- Portfolio management
- Client services
- Excellent Communication skills
Certification
- Financial Industry Regulatory Authority Licenses - Series 7 General Securities Registered Rep
- Series 79 Investment Banking License
- Series 63 Uniform Securities Agent State
- Law Exam
- Securities Industry Essentials (SIE)
Timeline
Registered Representative Consultat
Craft Capital
01.2024 - Current
Private Equity Broker
Tap Financial Partners
09.2019 - 01.2024
Stock Broker / Registered Representative
Laidlaw & Company (UK) LTD.
11.2013 - 06.2019
Bachelors of Arts - Labor Studies & Human Resources
Rutgers University
- Financial Industry Regulatory Authority Licenses - Series 7 General Securities Registered Rep
- Series 79 Investment Banking License
- Series 63 Uniform Securities Agent State
- Law Exam
- Securities Industry Essentials (SIE)
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