Rob Caldwell

Wealth Advisor @Lifeworks Advisors

Nashville, TN, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2024 — Present

Wealth Advisor @Lifeworks Advisors

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Nashville, TN, US

EDUCATION

2006 — 2010

Butler University - Lacy School of Business

B.S., Finance

SKILLS

Strategic Financial PlanningFinancial ModelingInvestmentsSalesMorningstarFinancial Analysis

ABOUT ROB CALDWELL

Wealth Management

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