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
Similar Profiles
Nicholas BritzNicholas Britz
Barman at Capital CraftBarman at Capital Craft
Amber MatlaAmber Matla
Executive Chef and Manager at Buteras Craft Beer and Craft PizzaExecutive Chef and Manager at Buteras Craft Beer and Craft Pizza
Martina WhyteMartina Whyte
Service Team Member at Michaels Craft StoreService Team Member at Michaels Craft Store