Caleb Barbee
Wealth Management Associate
Joined Curi RMB Capital
January 2024
Education
BBA in Finance, Western Michigan University
Accreditations
Previous Experience
- Robert Half, Engagement Professional
- Applied Innovation, Accounts Receivable/ Collections Specialist
Bio
Caleb is a Wealth Management Associate at Curi RMB Capital. He is responsible for performing administrative and financial planning functions while working in a team environment. He also assists the Wealth Advisor's in establishing relationships with clients and is responsible for maintaining client contact, servicing client needs and troubleshooting problems.
In his previous role at Robert Half, he worked with clients who needed assistance with various functions in their Accounting and Finance Departments.
Caleb earned his BBA in Finance from Western Michigan University.