Callan Capital is pleased to announce and welcome Annelyse M. Barker as a Client Service Associate. Annelyse acts as a liaison between clients and Callan Capital’s custodian Charles Schwab on account maintenance matters. She manages, documents, and ensures compliance to workflows.
Before joining the team, Annelyse oversaw the finance department for Women Investing in Women (WIIW) and successfully launched the inaugural WIIW summit in San Diego. Prior to this, Annelyse worked at the World Trade Center (WTC) where she assisted in re-branding the organization and developed multinational contacts in Europe, Latin America and Asia.
Annelyse is a graduate of the University of San Diego with a Bachelors degree in International Business and studied abroad in Germany completing management courses at WHU-Otto Beisheim School of Management. She is an active member of the Immaculate Parish in San Diego, volunteering her time as a High School Youth Adviser, Child Care leader, Eucharistic Minister and Alter Server.
In her free time Annelyse loves to be outside running, biking and finding new places to explore. She also enjoys traveling, soccer, hockey, reading and spending time quality time with her family.
“We are thrilled to have someone with Annelyse’s energy and experience join our expanding team,” said Trevor Callan, Managing Partner of Callan Capital. “Annelyse’s hire is an example of our commitment to provide our clients with exceptional service.”
Annelyse can be reached at firstname.lastname@example.org or (866) 912-4888.