Where did Cheryl Maloney go to school?

Cheryl Maloney studied at University of Central Florida (B.S.B.A., Finance); College for Financial Planning (Accredited Asset Management SpecialistSM or AAMS®); Valencia College (Associate of Arts - AA, General Studies).

Cheryl Maloney

Investor

Investment Advisor & Certified Executor Advisor at Caldwell Securities Ltd.

Oakville

Find your path to Cheryl

374 people in our graph share verified history with Cheryl — schools, employers, funds. One of them is your warm intro.

Jaya GuptaunlockedCheryl: together at Raymond James (2017–2018)

×2Cheryl: together at Raymond James

Cheryl: together at Western Kentucky University

×2Cheryl: together at LPL Financial

About

Investment Advisor and Certified Executor Advisor; holds CPA, CMA and CEA designations.

Contact· self-published, not guessed

c•••@caldwellsecurities.comreveal

Experience

LPL FinancialSenior Financial Advisorcurrent2025 — presentOrlando, FL
Creative Comp SolutionsChief Financial Officercurrent2022 — present
FAIRWINDS Credit UnionVP Wealth Managementcurrent2019 — presentOrlando, Florida Area
CUSO Financial Services, LPFinancial Advisor2019 — 2025Orlando, Florida Area
Raymond JamesFinancial Advisor2016 — 2018Orlando, Florida Area
BNY MellonProject Manager2012 — 2016Orlando, Florida Area
University of Central FloridaFinance & Accounting2011 — 2012Orlando, Florida Area

Skills & more

Asset AllocationFinancial ConsultantFinancial PlanningInvestment ManagementInvestmentLife Insurance401(k) Retirement Savings PlansRetirement Plan ConsultingInstitutional InvestmentsEndowmentsPension FundsMoney Management

+12 more

Managed MoneyMoney ManagersGlobal Tactical Asset AllocationFixed AssetsFixed IncomeFixed Income StrategiesTax Free IncomeAsset ConsultantAccredited Asset Management SpecialistFinancial InvestmentInvestment ConsultationPersonal Investment

Certified Exit Planning Advisor - CEPA® — Exit Planning Institute
Certified Plan Fiduciary Advisor - CPFA® — National Association of Plan Advisors
Accredited Asset Management Specialist℠ or AAMS® — College for Financial Planning

From Cheryl's professional profile.

Colleagues at Caldwell Securities Ltd.

Alexander Hutchison

Investment Advisor at Caldwell Securities Ltd.

Alexander Stirpe

Investment Advisor at Caldwell Securities Ltd.

Andrew Scoon

Investment Advisor at Caldwell Securities Ltd.

Angela T. Stirpe

President & COO at Caldwell Securities Ltd.

Brandon De Assuncao

Investment Advisor at Caldwell Securities Ltd.

Brandon Hansen

Treasurer, Director – Independent at Indigenous Growth Fund

Brendan T.N. Caldwell

Director at Caldwell Securities Ltd.

Brian McCreery

Investment Advisor at Caldwell Securities Ltd.

Frequently asked questions

Who is Cheryl Maloney?: Investment Advisor and Certified Executor Advisor; holds CPA, CMA and CEA designations.
Where does Cheryl Maloney work?: Cheryl Maloney is Investment Advisor & Certified Executor Advisor at Caldwell Securities Ltd..
Where did Cheryl Maloney go to school?: Cheryl Maloney studied at University of Central Florida (B.S.B.A., Finance); College for Financial Planning (Accredited Asset Management SpecialistSM or AAMS®); Valencia College (Associate of Arts - AA, General Studies).

Same school

Also attended University of Central Florida111

Brian ActonCo-founder of WhatsApp; co-founder of Signal Foundation Tina VinodAssociate at Differential Ventures Brandon ReevesPartner at Lux Capital Rob PurintonChief Artificial Intelligence Officer at Flare Capital Partners Ashley SaebResearch Analyst and Operation Support at Autotech Ventures Brittany MolerMarketing & Biz Ops at Vocap Partners

+ 105 more

Also attended College for Financial Planning9

David ArmstrongPartner, Chief Financial Officer at Augment Ventures Dimitri UhlikManaging Director at Caliber Sandy WollmanInvestor at Westchester Angels Blair duQuesnayLead Advisor – The Preserve at Ritholtz Wealth Management JP NicolsCofounder & Managing Director at Alloy Labs James CaldwellVice President & Investment Advisor at Caldwell Securities Ltd.

+ 3 more

Also attended Valencia College7

Owen SantosAnalyst at ClearSky James CaldwellVice President & Investment Advisor at Caldwell Securities Ltd.Christina DaltonAssistant Controller at Innventure Alex ConferFounder at Risotto Rob CochranCo-Founder & CRO at Vinny Chad ColemanFounder at Herosmyth ®

+ 1 more

Also attended Western Kentucky University18

Heather StickelExecutive Assistant at A.Capital Ventures Wesley BartonCo-Founder and General Partner at Third Prime Billie Jo NutterInvestor at HCAP Partners Tom WomackSenior Advisor & Community Development at AgLaunch Accelerator Amber FryeDirector of Member Success at Alloy Labs James CaldwellVice President & Investment Advisor at Caldwell Securities Ltd.

+ 12 more

Shared employers

Also worked at LPL Financial21

Matt GorhamAnalyst at Pantera Capital Chris FeeneySenior Fellow, Bank Policy Institute at MissionOG Corey ThomasCEO, Rapid7 & Founding Pillar at Pillar VC Josh KalishInvestor at TriplePoint Capital Mark CasadyGeneral Partner and Co-Founder at Vestigo Ventures Lauri SutorAccounts Payable Manager at Avalon BioVentures

+ 15 more

+ 97 more

Find your path to Cheryl

About

Contact· self-published, not guessed

Experience

Skills & more

Colleagues at Caldwell Securities Ltd.

Frequently asked questions

Same school

Also attended University of Central Florida111

Also attended College for Financial Planning9

Also attended Valencia College7

Also attended Western Kentucky University18

Shared employers

Also worked at LPL Financial21

Also worked at FAIRWINDS Credit Union1

Also worked at CUSO Financial Services, LP1

Also worked at Raymond James103