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Calla Poulos's email & phone

Position:Senior Investment Solutions Specialist at Cetera Financial Group
Experience:16 years
Location:Greater Hartford, United States

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Work Experience

Senior Investment Solutions Specialist at Cetera Financial Group

Oct 2021 - Current

Supervision Specialist at Cetera Financial Group

Jun 2021 - Oct 2021

Trade Review Principal at Voya Financial

Jul 2017 - Jun 2021

Advisory Services Coordinator at Voya Financial

Jun 2016 - Jun 2017

Sales Support Specialist at MassMutual Private Wealth & Trust, FSB

Jan 2016 - Mar 2016

Client Service Specialist at MassMutual Private Wealth & Trust, FSB

Oct 2013 - Dec 2015

Tax Preparer at H&R Block

Jan 2013 - Apr 2014

Customer Service Representative-Retirement Services at MassMutual

Dec 2010 - Oct 2013

Calla Poulos started working in 2010, then the employee has changed 4 companies and 7 jobs. On average, Calla Poulos works for one company for 2 years.

Education

Bachelor’s Degree at University of Connecticut

Current Company Information Cetera Financial Group

Name: Cetera Financial Group

Speciality: Wealth Management Services, Financial Advisory, Financial Services, Financial Modeling, Financial Planning, Financial Markets, Fintech, Broker Dealer Compliance, Broker Dealer Operations, Retirement Planning, Retirement Plan Consulting, Tax Advisory, Inheritance Tax Planning, Estate Planning, Estate Tax Planning, Education Savings, Saving for Education, 529 Plans, College Funding Strategies, Healthcare Consulting, Collaborate Innovation

Location: San Diego , CA, United States

Employees: 1000-5000

HQ Phone: (866) 489-3100

Description: We’re enablers. Mentors. Dream builders. Our purpose is to turn financial aspirations into reality. Within our community lies a vibrant wellspring of growth and opportunity for f...

Frequently Asked Questions

What is Calla Poulos's minimum period of employment in the companies?

Calla Poulos's minimum period of employment in various companies is 2 months.

What is Calla Poulos's average duration of employment for different companies?

On average, Calla Poulos works for one company for 1 year 8 months

What industries has Calla Poulos worked in?

Calla Poulos works in the Financial Services. Previously, Calla Poulos worked in the Retail.

What positions has Calla Poulos held before?

Previously, Calla Poulos worked as a Supervision Specialist, and Trade Review Principal, and Advisory Services Coordinator, and Sales Support Specialist, and Client Service Specialist.

How do I contact Calla Poulos?

Calla Poulos's email address is c**********s@cetera.com, phone number is +1-***-***-0363. Sign up to get contact details.

Who is the CEO of the Cetera Financial Group?

The CEO of the Cetera Financial Group is Adam Antoniades

Who are Calla Poulos's peers at other companies?

Calla Poulos's peers at other companies are Sourav Majumder

Calla Poulos Namesakes

Name
Company
Position
C
Relationship Support Specialist

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Other employees at Cetera Financial Group

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Regional CFO - Cetera Wealth Management Group
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Senior Managing Director, Head of Advisor & Client Technology

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