Caleb Burr, MBA, currently serves as a Paraplanner and Client Services Associate at JL Smith Holistic Wealth Management since February 2023. Prior to this role, Caleb Burr gained experience as an Administrative Analysis Intern at University Has from May 2020 to July 2020. Caleb Burr holds a Bachelor’s degree in Economics with a focus on Finance from Lafayette College, completed in 2022, and is pursuing a Master of Business Administration at Youngstown State University, expected to be completed in May 2024.
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