Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

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, NJ
01.2010

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

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George L. Calhoun