Callaway & Associates
Principal and Agent and Financial Planner
Callaway & Associates
Financial Professional and Life Insurance Agent
Morgan Stanley Jan 1998 - Jun 2010
Financial Advisor
Merrill Lynch Feb 1997 - Mar 1998
Financial Advisor
Education:
University of Arizona 1974 - 1978
Master of Business Administration, Masters, Business, Business Admin
Skills:
Customer Service Insurance Leadership Small Business Strategic Financial Planning Strategic Planning Management Fixed Annuities Finance Team Building Wealth Management Investments Financial Advisory Retirement Long Term Care Retirement Planning Term Life Insurance Life Insurance Social Networking Marketing Disability Insurance Event Planning Health Insurance Financial Services Public Speaking Wealth
Mountlake Terrace Elementary School Mountlake Terrace WA 1964-1968, Brookside Elementary School Seattle WA 1969-1971, Morgan Junior High School Seattle WA 1971-1971, Finn Hill Junior High School Kirkland WA 1971-1973
Scott Walker, Jon Gibson, Yvonne Quintana, Nancy Siefford, Katherine Ackerman, Shari Swett, Angie Kapke, Mike Harms, Sandi Hoffman, Laura Carbaugh, Lisa Smith