Brian Kallback
Adjunct Professor at Southern New Hampshire University | Dubuque, Iowa, United States
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Adjunct Professor at Southern New Hampshire University in April 2024 to Present
Founder / Lead Educator at Vine & Fig Tree Wealth Planning, LLC in January 2019 to Present
Assistant Professor Of Finance at Loras College in August 2017 to Present
Wealth Advisor at Merit Wealth Management in May 2023 to August 2024
Director of Financial Planning at Steele Capital Management, Inc. in August 2022 to April 2023
Adjunct Lecturer at The University of Iowa Tippie College of Business in July 2022 to December 2022
Senior Financial Planner at Clark Asset Management in May 2022 to September 2022
Teaching Faculty at Dalton Education in April 2019 to May 2022
Adjunct Instructor, Business & Accounting Department at University of Dubuque in November 2016 to December 2021
Strategic Initiatives Manager at Heartland Financial USA, Inc. in June 2016 to August 2017
Retirement Plan Participant Services' Manager at Heartland Financial USA, Inc. in October 2013 to September 2016
Communications Instructor - Adjunct at Northeast Iowa Community College in April 2010 to March 2015
Wealth Advisor at Heartland Financial USA, Inc. in April 2010 to December 2013
Marketing & Sales Representative at Roger Klosterman & Co. LLP in January 2009 to April 2010
Secondary Education Teacher at Cascade Jr. Sr. High School in August 2004 to January 2009
Assistant Baseball Coach at Loras College in June 2002 to August 2004
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Liberty University, Doctor of Philosophy - PhD, January 2020
College for Financial Planning, M.S. in Personal Financial Planning, January 2016 to January 2018
Loras College, M.A., January 2002 to January 2004
Loras College, B.A., January 1998 to January 2002
Benet Academy, High School Diploma, January 1994 to January 1998
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Training & Development
CERTIFIED FINANCIAL PLANNER™ practitioner
Public Speaking
Strategic Initiatives
Communication
Comprehensive Financial Plans
Retirement Plan Education
Qualified Retirement Plans
Chartered Life Underwriter
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Discover more about Southern New Hampshire UniversityWhat is Brian Kallback email address?
Email Brian Kallback at [email protected]. This email is the most updated Brian Kallback's email found in 2026.
What is Brian Kallback phone number?
Brian Kallback phone number is 563-580-6883 and 5635805522.
How to contact Brian Kallback?
To contact Brian Kallback send an email to [email protected]. If you want to call Brian Kallback try calling on 563-580-6883 and 5635805522.
What company does Brian Kallback work for?
Brian Kallback works for Southern New Hampshire University
What is Brian Kallback's role at Southern New Hampshire University?
Brian Kallback is Adjunct Professor
What industry does Brian Kallback work in?
Brian Kallback works in the Higher Education industry.
Brian Kallback Email Addresses
Brian Kallback Phone Numbers
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