DS

Denise Steele

Chief Technology Officer

Callan

San Francisco, California


Contact Information

Email
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Company Information

Company
Callan
Industry
financial services
Employees
270.0
Seniority
C suite
Annual Revenue
60000000.0

Technologies

Outlook Pardot CloudFlare Hosting WP Engine Atlassian Cloud React Sage Intacct Salesforce Barracuda Networks WordPress.org Google Analytics Ecommerce Tracking Google Tag Manager Google Font API Lever Mobile Friendly Remote Basis

Keywords

institutional investment consulting asset management financial research data business services consumer discretionary strategic planning performance monitoring risk management manager evaluation investment advisory services defined contribution plans corporate pension plans government pension plans investment research esg consulting alternative investments portfolio management discretionary services fiscal responsibility asset allocation cost management evaluations investment partnerships fiduciary services retirement planning manager selection consultation services investment insight educational events research library diversity initiatives risk assessment market analysis financial education investment strategies client collaboration customized solutions fund evaluation compliance reviews quantitative research qualitative assessments investment insights governance frameworks transparency in investing educational webinars annual conferences national investment forum financial wellness initiatives multi-asset strategies emerging managers financial planning tools regulated investments retirement solutions data-driven insights investment firms investment consulting institutional investors fiduciaries tailored advice proprietary research pension funds endowments foundations healthcare organizations diversity & inclusion client-centric approach independent research investment education performance measurement long-term partnerships callan institute financial planning wealth management client interests integrity collaboration innovation institutional quality family office services strategic decision-making investment policy analytics reporting services b2b investment management financial services information technology & services

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