Caleb Clasen

Caleb Clasen

Client Operations Analyst | Dallas, Texas, United States

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Work Experience

True North Advisors

Associate Wealth Manager

2022-07-01 — Present

Fisher Investments

Client Services Operations Specialist

2022-05-01 — 2022-07-01

Fisher Investments

Junior US Private Client Group Associate

2021-09-01 — 2022-05-01

Texas Bay Credit Union

Intern

2021-05-01 — 2021-08-01

Topgolf

Guest Services Associate

2019-09-01 — 2020-04-01

McDonald Electric inc.

Electrical Apprentice

2018-05-01 — 2021-05-01

GOLFCREST COUNTRY CLUB

Busser/Waiter

2016-05-01 — 2016-08-01

Skills

wealth management advisors financial advice financial planning investment portfolio management alternative investments institutional quality investment access generational wealth planning multigenerational success planning business exit planning

Languages

English