Chartwell Financial Advisory, Inc.
Industry: Company
DescriptionFounded: 1995 Subsidiary: Ccs Transactions, LLC
Chartwell Financial Advisory, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Chartwell Financial Advisory, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Chartwell Financial Advisory, Inc. Employees
Employee
Years
Job
Industry
Anna Frenette Anna Frenette's Chartwell Financial Advisory, Inc. Experience January 2015 - Present
Job Senior Analyst at Chartwell Financial Advisory
Industry Financial Services
Experience
Chartwell Financial Advisory, Inc. January 2015 - Present
Chartwell Financial Advisory, Inc. January 2012 - January 2015
Skills
Microsoft Office, Analysis, Financial Analysis, Financial Modeling, Microsoft Excel, PowerPoint, Time Management, Customer Service, Microsoft Word, Retail, Sales, Event Planning
Education
University of Minnesota - Carlson School of Management 2008 — 2011
Bachelor of Science, Business, Finance
Chartwell Financial Advisory, Inc. January 2015 - Present
Chartwell Financial Advisory, Inc. January 2012 - January 2015
Skills
Microsoft Office, Analysis, Financial Analysis, Financial Modeling, Microsoft Excel, PowerPoint, Time Management, Customer Service, Microsoft Word, Retail, Sales, Event Planning
Education
University of Minnesota - Carlson School of Management 2008 — 2011
Bachelor of Science, Business, Finance
Alexandra VandeHei Alexandra VandeHei's Chartwell Financial Advisory, Inc. Experience June 2012 - Present
Job Client Service Associate at Chartwell
Industry Marketing and Advertising
Experience
Chartwell Financial Advisory, Inc. June 2012 - Present
DuBois Formalwear June 2011 - May 2012
St. Norbert Times September 2008 - December 2011
On Broadway, Inc. June 2011 - July 2011
DuBois Formalwear November 2006 - June 2011
DuBois Formalwear May 2010 - July 2010
RG Hendricks & Construction May 2005 - May 2010
Skills
Social Media Marketing, Customer Service, Photoshop & InDesign, Basic HTML, Written and verbal..., Social Media, Email Marketing, Public Speaking, Facebook, Marketing, Business Development, Leadership, Marketing Communications, Photoshop, PowerPoint, HTML, Project Management, Advertising, Budgets, Management, Sales Management, Sales, Time Management
Education
University of St. Thomas 2015 — 2018
Master of Business Administration (M.B.A.)
St. Norbert College 2008 — 2012
Bachelor of Business Admin, Business Administration
Macquarie University 2010 — 2010
Bachelor of Business Administration, Management
Chartwell Financial Advisory, Inc. June 2012 - Present
DuBois Formalwear June 2011 - May 2012
St. Norbert Times September 2008 - December 2011
On Broadway, Inc. June 2011 - July 2011
DuBois Formalwear November 2006 - June 2011
DuBois Formalwear May 2010 - July 2010
RG Hendricks & Construction May 2005 - May 2010
Skills
Social Media Marketing, Customer Service, Photoshop & InDesign, Basic HTML, Written and verbal..., Social Media, Email Marketing, Public Speaking, Facebook, Marketing, Business Development, Leadership, Marketing Communications, Photoshop, PowerPoint, HTML, Project Management, Advertising, Budgets, Management, Sales Management, Sales, Time Management
Education
University of St. Thomas 2015 — 2018
Master of Business Administration (M.B.A.)
St. Norbert College 2008 — 2012
Bachelor of Business Admin, Business Administration
Macquarie University 2010 — 2010
Bachelor of Business Administration, Management
Jason (Gehan) Liao Jason (Gehan) Liao's Chartwell Financial Advisory, Inc. Experience June 2013 - June 2014
Job M&A Analyst － Optum Corporate Development at UnitedHealth Group
Industry Financial Services
Experience
UnitedHealth Group January 2015 - Present
Chartwell Financial Advisory, Inc. June 2013 - June 2014
Carlson Funds Enterprise March 2012 - May 2013
Housing & Residential Life January 2012 - May 2013
KPMG LLP June 2012 - August 2012
Carlson School of Management September 2011 - May 2012
Lenovo Group Limited July 2011 - September 2011
University of Minnesota October 2010 - May 2011
Skills
microsoft office, Data Analysis, Visual Basic, PeopleSoft, Problem Solving, Fast Learning, Time Management, Information Gathering, Teamwork, Microsoft Office, PowerPoint, Financial Analysis, Statistical Modeling, Microsoft Excel, Accounting
Education
Carlson School of Management 2010 — 2013
B.S.B, Finance; Economics, 3.91
University of Minnesota-Twin Cities 2010 — 2013
Bachelor of Science (BS), Finance, 3.89
UnitedHealth Group January 2015 - Present
Chartwell Financial Advisory, Inc. June 2013 - June 2014
Carlson Funds Enterprise March 2012 - May 2013
Housing & Residential Life January 2012 - May 2013
KPMG LLP June 2012 - August 2012
Carlson School of Management September 2011 - May 2012
Lenovo Group Limited July 2011 - September 2011
University of Minnesota October 2010 - May 2011
Skills
microsoft office, Data Analysis, Visual Basic, PeopleSoft, Problem Solving, Fast Learning, Time Management, Information Gathering, Teamwork, Microsoft Office, PowerPoint, Financial Analysis, Statistical Modeling, Microsoft Excel, Accounting
Education
Carlson School of Management 2010 — 2013
B.S.B, Finance; Economics, 3.91
University of Minnesota-Twin Cities 2010 — 2013
Bachelor of Science (BS), Finance, 3.89
Andrew Munch Andrew Munch's Chartwell Financial Advisory, Inc. Experience January 2015 - Present
Job Senior Analyst at Chartwell Financial Advisory, Inc.
Industry Investment Banking
Experience
Chartwell Financial Advisory, Inc. January 2015 - Present
Prairie Capital Advisors, Inc. November 2012 - January 2015
Business Appraisal Services, LLC May 2012 - November 2012
UBS February 2011 - May 2012
Skills
Bloomberg Terminal, Microsoft Office, Financial Analysis, Strategic Financial..., Valuation, Financial Modeling
Education
DePaul University 2009 — 2012
Bachelors of Science Degree, Finance
Chartwell Financial Advisory, Inc. January 2015 - Present
Prairie Capital Advisors, Inc. November 2012 - January 2015
Business Appraisal Services, LLC May 2012 - November 2012
UBS February 2011 - May 2012
Skills
Bloomberg Terminal, Microsoft Office, Financial Analysis, Strategic Financial..., Valuation, Financial Modeling
Education
DePaul University 2009 — 2012
Bachelors of Science Degree, Finance
Ted Margarit Ted Margarit's Chartwell Financial Advisory, Inc. Experience 2013 - Present
Job Vice President at Chartwell Financial Advisory, Inc.
Industry Investment Banking
Experience
Chartwell Financial Advisory, Inc. 2013 - Present
Harris Williams & Co. 2012 - 2013
Lazard 2011 - 2011
Serkland Law Firm (f/k/a Tax Law Office) 2007 - 2010
Dorsey & Whitney LLP 2006 - 2006
Skills
Licensed Commercial..., Licensed to Practice..., Middle Market, Mergers & Acquisitions, Mergers, Valuation, Corporate Finance, Licensing, Financial Modeling, Management, FINRA Series 63 & 79
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
Master of Business Administration (M.B.A.), Corporate Finance, Real Estate Finance
University of Saint Thomas School of Law 2004 — 2007
Juris Doctor (J.D.), Corporate, Tax, and Securities Law
The University of North Dakota 2001 — 2004
Bachelor’s Degree, Bachelor's of Business Administration in Aviation Management, Summa Cum Laude Graduate
Chartwell Financial Advisory, Inc. 2013 - Present
Harris Williams & Co. 2012 - 2013
Lazard 2011 - 2011
Serkland Law Firm (f/k/a Tax Law Office) 2007 - 2010
Dorsey & Whitney LLP 2006 - 2006
Skills
Licensed Commercial..., Licensed to Practice..., Middle Market, Mergers & Acquisitions, Mergers, Valuation, Corporate Finance, Licensing, Financial Modeling, Management, FINRA Series 63 & 79
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
Master of Business Administration (M.B.A.), Corporate Finance, Real Estate Finance
University of Saint Thomas School of Law 2004 — 2007
Juris Doctor (J.D.), Corporate, Tax, and Securities Law
The University of North Dakota 2001 — 2004
Bachelor’s Degree, Bachelor's of Business Administration in Aviation Management, Summa Cum Laude Graduate
Jasmine Riley's Chartwell Financial Advisory, Inc. Experience August 2015 - Present
Job at
Industry International Affairs
Experience
Chartwell Financial Advisory, Inc. August 2015 - Present
Victoria's Secret March 2011 - Present
Skidmore College May 2014 - May 2015
Skidmore College September 2011 - January 2014
Macy's December 2010 - January 2011
Skills
Social Media, PowerPoint, Facebook, Sales, International Relations, Event Planning, Retail, Foreign Languages, Customer Service, Community Outreach, Microsoft Word, People Skills, Strategic Thinking, Problem Solving, Microsoft Office, Public Speaking, Microsoft Excel, Research, Social Networking
Education
Skidmore College 2011 — 2015
Bachelor’s Degree, International Relations and Affairs, French
Institut catholique de Paris
Les affaires Internationale
Skidmore in Paris
French Studies
Chartwell Financial Advisory, Inc. August 2015 - Present
Victoria's Secret March 2011 - Present
Skidmore College May 2014 - May 2015
Skidmore College September 2011 - January 2014
Macy's December 2010 - January 2011
Skills
Social Media, PowerPoint, Facebook, Sales, International Relations, Event Planning, Retail, Foreign Languages, Customer Service, Community Outreach, Microsoft Word, People Skills, Strategic Thinking, Problem Solving, Microsoft Office, Public Speaking, Microsoft Excel, Research, Social Networking
Education
Skidmore College 2011 — 2015
Bachelor’s Degree, International Relations and Affairs, French
Institut catholique de Paris
Les affaires Internationale
Skidmore in Paris
French Studies
Pamela Steverango Pamela Steverango's Chartwell Financial Advisory, Inc. Experience January 2010 - Present
Job Managing Director at Chartwell Financial Advisory, Inc.
Industry Financial Services
Experience
Chartwell Financial Advisory, Inc. January 2010 - Present
DKS Associates November 2012 - October 2013
Peter Pan Foundation February 2008 - June 2010
Valuation Analysts, Inc. September 1991 - December 2009
Valuation Analysts, Inc. September 1986 - September 1991
Education
Golden Gate University 1982 — 1984
Master of Business Administration (M.B.A.), Finance, General
Oregon State University 1975 — 1979
Bachelor of Science (B.S.), Psychology
Chartwell Financial Advisory, Inc. January 2010 - Present
DKS Associates November 2012 - October 2013
Peter Pan Foundation February 2008 - June 2010
Valuation Analysts, Inc. September 1991 - December 2009
Valuation Analysts, Inc. September 1986 - September 1991
Education
Golden Gate University 1982 — 1984
Master of Business Administration (M.B.A.), Finance, General
Oregon State University 1975 — 1979
Bachelor of Science (B.S.), Psychology
Tenzing Atsentsang Tenzing Atsentsang's Chartwell Financial Advisory, Inc. Experience July 2014 - August 2015
Job Aspiring Philanthropist + Entrepreneur At Heart
Industry Investment Management
Experience
Chartwell Financial Advisory, Inc. July 2014 - August 2015
Namgyal Institute of Tibetology November 2013 - March 2014
Merrill Lynch February 2013 - June 2013
Yamada Language Center September 2010 - May 2013
Green Gables Design and Restoration June 2009 - December 2009
Skills
Microsoft Office, Bloomberg, Financial Modeling, Economics, PowerPoint, Project Management, Microsoft Excel, Portfolio Management, Valuation, Investments, Options, Risk Arbitrage, Analysis, Finance, Cross-cultural, Teamwork, Public Speaking, Social Media, Social Networking
Education
University of Oregon 2010 — 2014
Bachelor of Science (BS), Finance and International Business
Welingkar Institute of Management 2013 — 2013
Certificate in International Business and Indian Culture, International Business
Chartwell Financial Advisory, Inc. July 2014 - August 2015
Namgyal Institute of Tibetology November 2013 - March 2014
Merrill Lynch February 2013 - June 2013
Yamada Language Center September 2010 - May 2013
Green Gables Design and Restoration June 2009 - December 2009
Skills
Microsoft Office, Bloomberg, Financial Modeling, Economics, PowerPoint, Project Management, Microsoft Excel, Portfolio Management, Valuation, Investments, Options, Risk Arbitrage, Analysis, Finance, Cross-cultural, Teamwork, Public Speaking, Social Media, Social Networking
Education
University of Oregon 2010 — 2014
Bachelor of Science (BS), Finance and International Business
Welingkar Institute of Management 2013 — 2013
Certificate in International Business and Indian Culture, International Business
Casey Gillespie's Chartwell Financial Advisory, Inc. Experience September 2014 - Present
Job Client Service Associate at Chartwell Financial Advisory, Inc.
Industry Financial Services
Experience
Chartwell Financial Advisory, Inc. September 2014 - Present
Partisan Arts Inc September 2010 - April 2013
Lark Theater July 2004 - April 2011
Skills
Entertainment, Music Industry, Music, Event Planning, Social Media, Social Networking, Event Management, Facebook, Microsoft Office, Social Media Marketing, Microsoft Word, PowerPoint, Microsoft Excel, Music Production, Outlook
Education
UC Berkeley 2005 — 2008
Bachelor of Arts (B.A.), Near Eastern Studies, Ancient History
Chartwell Financial Advisory, Inc. September 2014 - Present
Partisan Arts Inc September 2010 - April 2013
Lark Theater July 2004 - April 2011
Skills
Entertainment, Music Industry, Music, Event Planning, Social Media, Social Networking, Event Management, Facebook, Microsoft Office, Social Media Marketing, Microsoft Word, PowerPoint, Microsoft Excel, Music Production, Outlook
Education
UC Berkeley 2005 — 2008
Bachelor of Arts (B.A.), Near Eastern Studies, Ancient History
Brittany Funk Brittany Funk's Chartwell Financial Advisory, Inc. Experience June 2013 - Present
Job Client Service Associate at Chartwell
Industry Marketing and Advertising
Experience
Chartwell Financial Advisory, Inc. June 2013 - Present
TCompanies, Inc. May 2012 - May 2013
Bethel University August 2012 - December 2012
Rainbow Foods May 2009 - June 2012
Bassford Remele November 2010 - January 2011
DSW June 2008 - February 2009
Skills
Leadership, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Organization, Time Management, Database Entry, Confidential Documents, Client and Vendor..., PowerPoint, Editing, Customer Service, Communication
Education
Bethel University 2009 — 2013
Bachelor of Arts, Business Marketing and Leadership
Blaine High School 2005 — 2009
High School Diploma
Chartwell Financial Advisory, Inc. June 2013 - Present
TCompanies, Inc. May 2012 - May 2013
Bethel University August 2012 - December 2012
Rainbow Foods May 2009 - June 2012
Bassford Remele November 2010 - January 2011
DSW June 2008 - February 2009
Skills
Leadership, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Organization, Time Management, Database Entry, Confidential Documents, Client and Vendor..., PowerPoint, Editing, Customer Service, Communication
Education
Bethel University 2009 — 2013
Bachelor of Arts, Business Marketing and Leadership
Blaine High School 2005 — 2009
High School Diploma
Carrie (Korf) Willis, ASA Carrie (Korf) Willis, ASA's Chartwell Financial Advisory, Inc. Experience January 2015 - Present
Job Senior Associate at Chartwell Capital Solutions
Industry Financial Services
Experience
Chartwell Financial Advisory, Inc. January 2015 - Present
Chartwell Financial Advisory, Inc. January 2011 - December 2014
Chartwell Capital Solutions January 2009 - December 2010
Chartwell Capital Solutions August 2006 - December 2008
ING 2005 - 2005
Education
Saint Mary's College 2002 — 2006
Bachelor of Arts, Business Administration, Ranked First in Class
Chartwell Financial Advisory, Inc. January 2015 - Present
Chartwell Financial Advisory, Inc. January 2011 - December 2014
Chartwell Capital Solutions January 2009 - December 2010
Chartwell Capital Solutions August 2006 - December 2008
ING 2005 - 2005
Education
Saint Mary's College 2002 — 2006
Bachelor of Arts, Business Administration, Ranked First in Class
Peter DeLong's Chartwell Financial Advisory, Inc. Experience April 2011 - July 2014
Job Associate at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey July 2014 - Present
Chartwell Financial Advisory, Inc. April 2011 - July 2014
Wuliger, Fadel, & Beyer May 2009 - April 2011
ABN AMRO Bank N.V. / LaSalle Bank August 2005 - August 2007
Ohio Department of Commerce May 2004 - August 2004
Education
Case Western Reserve University - Weatherhead School of Management 2008 — 2010
M.B.A, Banking and Finance Concentration
Case Western Reserve University School of Law 2007 — 2010
J.D., Business Law Concentration
Miami University 2001 — 2005
B.S. / B.A., Finance, History
Saint Ignatius High School 1997 — 2001
Houlihan Lokey July 2014 - Present
Chartwell Financial Advisory, Inc. April 2011 - July 2014
Wuliger, Fadel, & Beyer May 2009 - April 2011
ABN AMRO Bank N.V. / LaSalle Bank August 2005 - August 2007
Ohio Department of Commerce May 2004 - August 2004
Education
Case Western Reserve University - Weatherhead School of Management 2008 — 2010
M.B.A, Banking and Finance Concentration
Case Western Reserve University School of Law 2007 — 2010
J.D., Business Law Concentration
Miami University 2001 — 2005
B.S. / B.A., Finance, History
Saint Ignatius High School 1997 — 2001
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