Joe Calhoun
Financial Planning and Trust Administration Professional
- Role
- Vice President, Business Development Officer at Midwest Trust Company
- Location
- Kansas City, MO, US
- LinkedIn followers
- 500 followers
Experience
Vice President, Business Development Officer
Jan 2024 — Present · Overland Park, KS, US
Education
Loyola University of Chicago
BBA
Boston University - Metropolitan College
Certificate in Financial Planning
2018 — 2019
Skills
- Business Analysis
- Client Retention
- Accounting Applications
- Marketing
- Customer Service
- Customer Retention
- Insurance
- Small Business
- Financial Planning
- Management
- Finance
- Wealth Management
- Business Development
- Strategy
- Financial Services
- Analysis
- Sales
- Creative Problem Solving
- Financial Software
- Budgets
- Crm
- Budgeting
- Customer Experience
- Time Management
- Business Strategy
- Valuation
- Investments
- Client Relationship Building
- Strategic Financial Planning
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