Chad Wekelo, Cpa, Cfa

Chad Wekelo, Cpa, Cfa Email and Phone Number

Principal at Actualize Consulting and Owner, Actualize Consulting @ Actualize Consulting
Chad Wekelo, Cpa, Cfa's Location
New York, New York, United States, United States
Chad Wekelo, Cpa, Cfa's Contact Details

Chad Wekelo, Cpa, Cfa work email

Chad Wekelo, Cpa, Cfa personal email

n/a

Chad Wekelo, Cpa, Cfa phone numbers

About Chad Wekelo, Cpa, Cfa

In 2003, my vision to create a niche consulting firm materialized when Actualize Consulting became a reality. My plan for success was dependent on specialized skills, a keen focus on customer satisfaction, and a strong entrepreneurial spirit. Now with offices in New York, Northern Virginia, Canada, London, and Mexico we service mortgage firms, banks, insurance companies and other financial institutions, Federal and State Government, as well as specific activities of Fortune 1000 firms. In addition to the firms’ management responsibilities, I lead the Capital Markets practice group; which specializes in the areas of accounting and treasury with a specific focus on trade execution, compliance and processing of complex financial products. Additionally, my expertise also lies in leading the vendor evaluations and implementations of derivative processing systems for financial institutions.Actualize Consulting puts people first while honoring our mission to be an industry leader in the management and automation of financial functions and corporate financial events. Our consultants have extensive experience and are accustomed to the challenges involved in working in demanding atmospheres. We strive for balance and invest in our teams. The recent launch of the in-house developed Culture Infusion program supports thriving attitudes in all areas. Team building and giving back events allow us to share success with our community. All leading to our tagline – “Our expertise and commitment -- driving your success.”

Chad Wekelo, Cpa, Cfa's Current Company Details
Actualize Consulting

Actualize Consulting

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Principal at Actualize Consulting and Owner, Actualize Consulting
Chad Wekelo, Cpa, Cfa Work Experience Details
  • Actualize Consulting
    Principal
    Actualize Consulting Aug 2003 - Present
    Reston, Virginia, Us
    Founder and Principal at Actualize Consulting. Mr. Wekelo leads the Capital Markets practice group for the firm and specializes in the areas of accounting, valuation and treasury with a specific focus on trade execution, processing, pricing, accounting and compliance of complex financial products. Specific asset class focus includes derivatives products including commodities, credit, equity, foreign exchange and interest rate and fixed income securities.
  • Capital Advisory Services
    Manager
    Capital Advisory Services 2001 - 2003
  • Kpmg
    Senior
    Kpmg 1998 - 2001
    New York, Ny, Us

Chad Wekelo, Cpa, Cfa Skills

Derivatives Capital Markets Fixed Income Risk Management Valuation Trading Equities Accounting Financial Services Credit Financial Analysis Banking Treasury Financial Modeling Commodity Treasury Management Fx Options Foreign Exchange

Chad Wekelo, Cpa, Cfa Education Details

  • University Of Virginia
    University Of Virginia
    Accounting

Frequently Asked Questions about Chad Wekelo, Cpa, Cfa

What company does Chad Wekelo, Cpa, Cfa work for?

Chad Wekelo, Cpa, Cfa works for Actualize Consulting

What is Chad Wekelo, Cpa, Cfa's role at the current company?

Chad Wekelo, Cpa, Cfa's current role is Principal at Actualize Consulting and Owner, Actualize Consulting.

What is Chad Wekelo, Cpa, Cfa's email address?

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What is Chad Wekelo, Cpa, Cfa's direct phone number?

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What schools did Chad Wekelo, Cpa, Cfa attend?

Chad Wekelo, Cpa, Cfa attended University Of Virginia.

What skills is Chad Wekelo, Cpa, Cfa known for?

Chad Wekelo, Cpa, Cfa has skills like Derivatives, Capital Markets, Fixed Income, Risk Management, Valuation, Trading, Equities, Accounting, Financial Services, Credit, Financial Analysis, Banking.

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