Benjamin Kalisher

Denver

Summary

Business Finance graduate and licensed Financial Advisor with experience analyzing investments, interpreting financial data, and helping clients make informed financial decisions. Skilled in financial analysis, market research, and identifying trends through quantitative and qualitative evaluation. Known for strong analytical thinking, attention to detail, and the ability to communicate complex information effectively. Seeking to transition into a Financial Analyst role where I can apply my financial expertise, research capabilities, and problem-solving skills to support strategic decision-making.

Overview

years of professional experience

Certification

Work History

Financial Advisor

Equitable Advisors

Denver, CO

05.2025 - Current

Adept at addressing natural market and cold targets, engage in effective discovery and profile meeting strategies.
Developed an effective cold prospecting process utilizing LinkedIn, Larkspur, AssetMap, SeamlessAI and Salesforce, resulting in the identification of hundreds of high potential leads.
Rapidly turned cold calls into 15 in person discovery and profile meetings with mass affluent and emerging affluent targets, with 30% agreeing to 2nd meetings within two weeks.
Produce sophisticated financial analyses for targets, resulting in significant client delight, opening the door for selling insurance, brokerage accounts, annuities, portfolio management, company 401k plans and more.

Financial Services Certification Pursuit

Independent Study

Denver, CO

07.2024 - 02.2024

Spent intensive, post-graduate time earning robust industry certifications.

Operational Leader

Dunn Family Operators

Fort Collins, CO

02.2022 - 07.2024

Led operational improvements by identifying and implementing efficiency strategies, resulting in increased productivity. Trained and mentored new employees, ensuring consistent quality and performance across shifts.

Education

Bachelor of Arts (BA) - Business Finance

Colorado State University