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25 years experience in the financial industry. Passionate about providing a positive employee and client experience to ensure sales targets are met in an environment that fosters success. Skilled at problem solving, communication, and collaborating with others. Highly organized and strong time management skills.

Intelligent Registered Representative with progressive experience in the financial services industry. Excellent communication and relationship building skills to develop rapport and trust with clients. Self-motivated and thriving in settings with little supervision or direction.

Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies. Successful at promoting products, reviewing financial histories and serving customer needs with a tenacious and thorough approach. Excellent communication, planning and organizational skills.

Accomplished financial leader and entrepreneur, adept at driving financial security and business growth, demonstrated through a successful expansion at Society Boutique Inc. and robust client servicing at ETRADE Securities. Skilled in regulatory compliance and cross-functional team leadership, with a proven track record of improving financial processes and achieving significant achievements in investment and retirement planning.

George L. Calhoun

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Registered Representative Consultat

Private Equity Broker

Stock Broker / Registered Representative

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Bachelors of Arts - Labor Studies & Human Resources

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Registered Representative Consultat

Private Equity Broker

Stock Broker / Registered Representative

Bachelors of Arts - Labor Studies & Human Resources

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