Caleb Clasen

Associate Wealth Manager at True North Advisors

Caleb Clasen has a diverse work experience starting in 2016 as a Busser/Waiter at Golfcrest Country Club. Caleb then worked as a Guest Services Associate at Topgolf from September 2019 to April 2020. In 2018, Caleb started working as an Electrical Apprentice at McDonald Electric Inc., where they gained experience until May 2021. Simultaneously, they interned at Texas Bay Credit Union from May to August 2021. Caleb then joined Fisher Investments in September 2021 as a Junior US Private Client Group Associate and later transitioned to the role of Client Services Operations Specialist from May to July 2022. Presently, Caleb is working at True North Advisors as a Client Operations Analyst from July 2022.

Caleb Clasen obtained their High School Diploma with a STEM Endorsement from Friendswood High School, where they studied from 2014 to 2018. Following that, they pursued a Bachelor of Science degree in Finance at The University of Texas at Dallas from 2018 to 2022. In addition to their formal education, Caleb also obtained several certifications, including Learning LinkedIn for Students from LinkedIn in September 2020, ServSafe Food Handler from Learn2Serve in September 2019, and Electrical Apprentice from the Texas Department of Licensing and Regulation in May 2019.

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Previous companies

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Fisher Investments logo

Org chart

Timeline

  • Associate Wealth Manager

    January 1, 2024 - present

  • Client Operations Analyst

    July, 2022