Caleb A. Navarro
Caleb is a seasoned banking and securities industries professional with more than 15 years of experience and a unique ability to implement and execute business strategy within the context of new business ventures and change management. His approach is characterized by a keen sense of customer relationship management and a deep understanding of financial and statistical modeling.
Caleb is a CPA and a Certified Merger and Acquisitions Advisor with a BBA from the University of Puerto Rico, an MBA from Emory University and holds FINRA’s Series 6, 7, 24 and 53 designations. He currently serves in the Board of Directors of a general insurance agency and is part of the Board of Trustees of a retirement plan for a major corporation.
His leadership and experience has helped propel various businesses that he is involved with. In his personal time, Caleb is a coffee aficionado and a trained barista who has served as a judge for the National Barista Championship.
