Calvin is our Client Service Associate. In this role, Calvin is responsible for activities related to supporting clients including opening new accounts, managing asset transfers, funding cash request, and assisting with client communication. Additionally, he is responsible for executing security trades and assisting Michelle with investment research.
In May 2020, Calvin graduated from Northwest Missouri State University with a degree in Financial Services. He joined DTIM in December 2020 after passing the CFA Level 1 Exam. Calvin is currently a CFA Level 2 candidate. He brings with him a new energy and a thirst for knowledge.