David Calderhead (Dac)

Sales / Compliance / Due Diligence at NEXT Financial Group

David "Dac" Calderhead is an experienced financial professional with a strong background in investment solutions and compliance, currently serving as Investment Solutions Manager at Atria Wealth Solutions since January 2016. Concurrently, Calderhead has held roles in sales, compliance, and due diligence at NEXT Financial Group, Inc. since March 2012, including positions as Principal and OSJ. Prior experience includes serving as a Financial Consultant at BBVA Compass, a Wholesaler at The Endowment Fund - Salient Partners, and a Financial Advisor at Charles Schwab. Calderhead holds two Master of Business Administration degrees from the University of Notre Dame and the University of Houston-Victoria, with a focus on finance, sales, and management.

Links

Previous companies

Charles Schwab logo