Vineet Kalra

Current Employers

Employment History

• 01/2026 → Present
  Global View Capital Advisors, Llc
  Waukesha, WI
• 01/2026 → Present
  Global View Capital Management, Llc
  Waukesha, WI
• 12/2024 → Present
  Capilano Solutions Llc
  Flower Mound, TX
• 12/2023 → 12/2024
  Tpg Consulting
  Flower Mound, TX
• 01/2019 → 11/2023
  Outbox Systems Dba Simplus
  Salt Lake City, UT
• 09/2017 → 06/2019
  Salesforce
  San Francisco, CA
• 06/2017 → 08/2017
  Travel And Personal Work
  Flower Mound, TX
• 06/2016 → 05/2017
  Slalom
  Addison, TX
• 01/2026 → Present
  The Quantum Group, Usa, Llc
  Scottsdale, AZ
• 01/2026 → Present
  Ash Brokerage
  Fort Wayne, IN

Other Businesses

[1] CAPILANO SOULUTIONS LLC; NOT INVESTMENT RELATED; ADDRESS: 3601 FLETCHER CT., FLOWER MOUND, TX 75022; NATURE: INFORMATION TECHNOLOGY; POSTION: MANAGING MEMBER AND CONSULTANT; STARTED: 12.16.2024 - PRESENT; APROX. 5 HRS/MO DURING TRADING HOURS; APPROX. 10 HRS/MO OUTSIDE TRADING HOURS: RESPONSIBILITIES: PROVIDE TECHNOLOGY ADVISORY AND SALES SERVICES. [2] GLOBAL VIEW CAPITAL ADVISORS, LLC, AN AFFILIATE OF GLOBAL VIEW CAPITAL MANAGEMENT, LLC; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; NATURE: MARKETING FIRM FOR INSURANCE AND ADVISORY SERVICES; POSITION: INDEPENDENT CONTRACTOR; AFFILIATION DATE: 01.15.2026; APPROX. 120 ADVISORY HRS DURING TRADING HOURS; APPROX. 40 ADVISORY HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF GVCM ADVISORY SERVICES AND GVCI. GVCI HOURS LISTED SEPARTELY, IF APPLICABLE. [3] ASH BROKERAGE; YES-INVESTMENT RELATED; ADDRESS: 888 S. HARRISION STREET, SUITE 900, FORT WAYNE, IN 46802; NATURE: FINANCIAL SERVICES (INSURANCE); POSITION: INDEPENDENT INSURANCE AGENT; STARTED: JANUARY 2026; APPROX. 5 HRS/MO DURING TRADING HRS; APPROX. 5 HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKET, EDUCATE AND SELL ANNUITIES (FIXED AND INDEXED), DISABILITY AND LIFE INSURANCE PRODUCTS FOR MULTIPLE PROVIDER COMPANIES AND SERVICE CLIENTS. [4] THE QUANTUM GROUP, USA,,LLC; YES-INVESTMENT RELATED; ADDRESS: 18700 N. HAYDEN ROAD, SUITE 310, SCOTTSDALE, AZ 85255; NATURE: FINANCIAL SERVICES (INSURANCE); POSITION: INDEPENDENT INSURANCE AGENT; STARTED: JANUARY 2026; APPROX. 5 HRS/MO DURING TRADING HRS; APPROX. 5 HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKET, EDUCATE AND SELL ANNUITIES (FIXED AND INDEXED) AND LIFE INSURANCE PRODUCTS FOR MULTIPLE PROVIDER COMPANIES AND SERVICE CLIENTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-11