Chapin Mcanally
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Chapin Mcanally Email & Phone Number

Director, Business Development, Nationwide Financial at Nationwide Financial
Location: Sunbury, Ohio, United States 9 work roles 1 school
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Current company
Nationwide Financial
Role
Director, Business Development, Nationwide Financial
Location
Sunbury, Ohio, United States
Company size
3455 employees

Who is Chapin Mcanally? Overview

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Quick answer

Chapin Mcanally is listed as Director, Business Development, Nationwide Financial at Nationwide Financial, a company with 3455 employees, based in Sunbury, Ohio, United States. AeroLeads shows a matched LinkedIn profile for Chapin Mcanally.

Chapin Mcanally previously worked as Director Of Business Development at Nationwide Financial and Sr Consultant, Business Development at Nationwide Financial. Chapin Mcanally holds Bachelor Of Arts (B.A.), Economics & Spanish from Amherst College.

Company email context

Email format at Nationwide Financial

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Nationwide Financial

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Profile bio

About Chapin Mcanally

20+ years of financial services experience with leadership roles in Investor Relations, Supervision, Compliance, Project Management and Business Development. Currently, Director of Business Development for the Nationwide affiliated brokerage Firm, building relationships with our sales partners and growing a Solutions Center, Trade Desk and Client Services Team. Extensive knowledge of sales and suitability for mutual funds, private placements, variable annuities, equity-indexed annuities, variable universal life, alternative investments, 529 Plans and advisory services. Series 7, 63, 66, 24, 4 & 53

Listed skills include Hold Series 7, Series 24, Series 63, Series 4, and 3 others.

Current workplace

Chapin Mcanally's current company

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Nationwide Financial
Nationwide Financial
Director, Business Development, Nationwide Financial
columbus, ohio, united states
Website
nationwidefinancial.com
Employees
3455
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Company profile
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9 roles

Chapin Mcanally work experience

A career timeline built from the work history available for this profile.

Director Of Business Development

Current
Nationwide Financial

Columbus, Ohio, United States

I am leading Business Development and developing our go-forward asset retention strategy while managing the Solution Center, Trading and Investment Services.

Jul 2022 - Present

Sr Consultant, Business Development

Nationwide Financial

Columbus, Ohio, United States

Nov 2021 - Jul 2022

Field Securities Consultant

Nationwide Financial

Columbus, Ohio Area

  • Responsible for supervising all Registered Representatives (“RR”) in Tennessee
  • Guide RRs through new hire onboarding, new business suitability process, advertising approval, sales contest review, branch audit process & other areas of Compliance
  • Drive internal surveillance system enhancements
  • Partner with field sales management
Sep 2014 - Apr 2017

Compliance Consultant, Distribution Compliance

Nationwide Financial

Columbus, Ohio Area

  • Responsible for completing over 30 branch audit in a year and demonstrating intimate knowledge of RR and IAR office requirements
  • Implemented technology-based solutions for monitoring high risk transactions in trade alert system by developing compliance rule logic, testing surveillance alerts and activating a formalized change management process
Nov 2012 - Sep 2014

Associate Vice President, Supervision Project Manager

First Allied Securities, Inc.

Greater San Diego Area

  • Established scope and training plan for the department’s risk-mitigating initiatives
  • Performed initial review of new candidates prior to registration with firm and provided recommendation
Jun 2010 - Nov 2012

Consultant, East Cost Supervision Team

First Allied Securities, Inc.

Greater San Diego Area

  • Responsible for reviewing trade exception reports, email correspondence, new business suitability, advertising, seminars, gifts & gratuities, cash/non-cash compensation and licensing requirements
Apr 2007 - Jun 2010

Head Of Fund Of Funds Client Service, Investor Relations

Mariner Investment Group, Llc

Harrison, NY

  • Managed requests from and reporting to over 500 clients by providing individual account service, monthly account statements, fund performance summaries, as well as liaising between clients and the offshore administrator
Jul 2005 - Sep 2006
Team & coworkers

Colleagues at Nationwide Financial

Other employees you can reach at nationwidefinancial.com. View company contacts for 3455 employees →

OG Oscar Guerrero Oscar Guerrero Colleague at Nationwide Financial New York City Metropolitan Area, United States, United States View → NI Narasimha Ippela Narasimha Ippela Colleague at Nationwide Financial United States, United States View → MH Michael Hutchinson, Cfa Michael Hutchinson, Cfa Colleague at Nationwide Financial Columbus, Ohio, United States, United States View → DA Denita Adkins Crum, Mbcp Denita Adkins Crum, Mbcp Colleague at Nationwide Financial Columbus, Ohio, United States, United States View → SS Sandy Sadler Sandy Sadler Colleague at Nationwide Financial Indiana, Pennsylvania, United States, United States View → LM Linda Meadows Linda Meadows Colleague at Nationwide Financial Des Moines, Iowa, United States, United States View → DJ Don Jackson Don Jackson Colleague at Nationwide Financial Walnut Creek, California, United States, United States View → EK Elise Kosmides Elise Kosmides Colleague at Nationwide Financial Columbus, Ohio, United States, United States View → KF Katherine Fulton Katherine Fulton Colleague at Nationwide Financial Columbus, Ohio, United States, United States View → JC Jamie Corbett, Chfc®, Clu®, Crc®, Alhc© Jamie Corbett, Chfc®, Clu®, Crc®, Alhc© Colleague at Nationwide Financial Greater Lexington Area, United States View →
1 education record

Chapin Mcanally education

FAQ

Frequently asked questions about Chapin Mcanally

Quick answers generated from the profile data available on this page.

What company does Chapin Mcanally work for?

Chapin Mcanally works for Nationwide Financial.

What is Chapin Mcanally's role at Nationwide Financial?

Chapin Mcanally is listed as Director, Business Development, Nationwide Financial at Nationwide Financial.

Where is Chapin Mcanally based?

Chapin Mcanally is based in Sunbury, Ohio, United States while working with Nationwide Financial.

What companies has Chapin Mcanally worked for?

Chapin Mcanally has worked for Nationwide Financial, Jpmorgan Chase & Co., First Allied Securities, Inc., and Mariner Investment Group, Llc.

Who are Chapin Mcanally's colleagues at Nationwide Financial?

Chapin Mcanally's colleagues at Nationwide Financial include Oscar Guerrero, Narasimha Ippela, Michael Hutchinson, Cfa, Denita Adkins Crum, Mbcp, and Sandy Sadler.

How can I contact Chapin Mcanally?

You can use AeroLeads to view verified contact signals for Chapin Mcanally at Nationwide Financial, including work email, phone, and LinkedIn data when available.

What schools did Chapin Mcanally attend?

Chapin Mcanally holds Bachelor Of Arts (B.A.), Economics & Spanish from Amherst College.

What skills is Chapin Mcanally known for?

Chapin Mcanally is listed with skills including Hold Series 7, Series 24, Series 63, Series 4, Series 66, Series 53, and Spanish.

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