Manny Calzon
Managing Director @Ambroseadvisors
Tampa, FL, US
EMAILS
m••••••@ambroseadvisors.com
MOBILE NUMBERS
+18•••••••50
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WORK HISTORY
Apr 2023 — Present
Managing Director @Ambroseadvisors
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Tampa, FL, US
Over 25 years of experience consulting with hundreds of financial advisors and their business owner clients, on a variety of financial matters, with a focus on company ownership transition strategies using Employee Stock Ownership Plan (ESOPs.)
EDUCATION
N/A
University of South Florida
Bachelor of Science
SKILLS
Esop AdvisoryInvestment BankingWealth Management ServicesInvestment PropertiesSeries 7Portfolio ManagementWealth ManagementSeries 79 (Investment Banking Representative)CrpcSeries 63Commercial BankingSeries 66Financial AnalysisAsset Management
ABOUT MANNY CALZON
Managing Director at AmbroseAdvisors
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