IC

Ivan Caballero

Wealth Planning Associate at Ballentine Partners, LLC

Ivan Caballero is a Wealth Planning Associate at Ballentine Partners, LLC. Prior to this role, Ivan gained experience as a Rotational Intern at Iowa State University Facilities Planning and Management and as an Investment Analyst Intern at Mitchell, Vaught & Taylor, Inc. Ivan has a Bachelor of Applied Science in Financial Counseling and Planning from Iowa State University.

Links

Previous companies

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Timeline

  • Wealth Planning Associate

    August, 2023 - present

  • Rotational Intern

    June, 2023