Daniel O
AeroLeads people directory · profile

Daniel O Email & Phone Number

Corporate Finance at Chartwell Financial Advisory
Location: United States, United States, United States 6 work roles 1 school
LinkedIn matched
✓ Verified May 2026 3 data sources Profile completeness 86%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Chartwell Financial Advisory
Role
Corporate Finance
Location
United States, United States, United States
Company size
76 employees

Who is Daniel O? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Daniel O is listed as Corporate Finance at Chartwell Financial Advisory, a company with 76 employees, based in United States, United States, United States. AeroLeads shows a matched LinkedIn profile for Daniel O.

Daniel O previously worked as Investment Banking Analyst at Chartwell Financial Advisory and Corporate Development & Strategy Summer Analyst at Seagate Technology. Daniel O holds Bachelor'S Degree, Finance from The University Of Texas At Dallas.

Company email context

Email format at Chartwell Financial Advisory

This section adds company-level context without repeating Daniel O's masked contact details.

Chartwell Financial Advisory

Review company-level records connected to Daniel O before choosing the right outreach path.

View email format View company profile Management contacts
Profile bio

About Daniel O

Daniel O is a Corporate Finance at Chartwell Financial Advisory. Colleagues describe him as "I manage Daniel directly starting from March 2020. He has become a highly valued partner personally and is integral to our success. Daniel came to us relatively green in terms of business acumen and knowledge, but has progressed quickly and significantly. We are highly tech-enabled, so he has to learn and manage all the programs and systems we use to communicate internally and externally. In addition, the sector reports and pitch decks for prospects and clients he developed and created have been outstanding. Most importantly, he has improved vastly with his business manner. By the time Daniel graduates from his undergrad curriculum, he will be more than ready to become a full-time Associate or Analyst with a large or boutique investment bank or other business entity globally. "

Current workplace

Daniel O's current company

Company context helps verify the profile and gives searchers a useful next step.

Chartwell Financial Advisory
Chartwell Financial Advisory
Corporate Finance
minneapolis, minnesota, united states
Website
chartwellfa.com
Employees
76
AeroLeads page
Company profile
View company profile Email format
6 roles

Daniel O work experience

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

Investment Banking Summer Analyst

Exit Partners

Plano, Texas, United States

Jan 2021 - Aug 2021

Investment Banking Spring Analyst

Exit Partners

Plano, Texas, United States

Jan 2021 - Aug 2021

Investment Banking Seasonal Analyst

Solganick

Manhattan Beach, California, United States

Aug 2020 - Mar 2021

Cook And Cashier Summer Analyst

Kfc / Taco Bell

Richardson, Texas, United States

May 2018 - Aug 2018
Team & coworkers

Colleagues at Chartwell Financial Advisory

Other employees you can reach at chartwellfa.com. View company contacts for 76 employees →

RJ Rebecca Johnston Rebecca Johnston Colleague at Chartwell Financial Advisory Greater Minneapolis-St. Paul Area, United States View → SW Sarah Willkom Sarah Willkom Colleague at Chartwell Financial Advisory St Paul, Minnesota, United States, United States View → JY Joseph Ybarra Joseph Ybarra Colleague at Chartwell Financial Advisory Orange, California, United States, United States View → PH Paul Halverson Paul Halverson Colleague at Chartwell Financial Advisory St Paul, Minnesota, United States, United States View → ND Nathan Davis Nathan Davis Colleague at Chartwell Financial Advisory Minneapolis, Minnesota, United States, United States View → MR Mack Rosman Mack Rosman Colleague at Chartwell Financial Advisory Chicago, Illinois, United States, United States View → SL Sean Lindberg, Mba Sean Lindberg, Mba Colleague at Chartwell Financial Advisory Greater Minneapolis-St. Paul Area, United States View → OG Olsi Gjata Olsi Gjata Colleague at Chartwell Financial Advisory Greater Chicago Area, United States View → JG Josh Graff Josh Graff Colleague at Chartwell Financial Advisory Minneapolis, Minnesota, United States, United States View → KL Kelly Laursen Kelly Laursen Colleague at Chartwell Financial Advisory Minneapolis, Minnesota, United States, United States View →
1 education record

Daniel O education

FAQ

Frequently asked questions about Daniel O

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

What company does Daniel O work for?

Daniel O works for Chartwell Financial Advisory.

What is Daniel O's role at Chartwell Financial Advisory?

Daniel O is listed as Corporate Finance at Chartwell Financial Advisory.

Where is Daniel O based?

Daniel O is based in United States, United States, United States while working with Chartwell Financial Advisory.

What companies has Daniel O worked for?

Daniel O has worked for Chartwell Financial Advisory, Seagate Technology, Exit Partners, Solganick, and Kfc / Taco Bell.

Who are Daniel O's colleagues at Chartwell Financial Advisory?

Daniel O's colleagues at Chartwell Financial Advisory include Rebecca Johnston, Sarah Willkom, Joseph Ybarra, Paul Halverson, and Nathan Davis.

How can I contact Daniel O?

You can use AeroLeads to view verified contact signals for Daniel O at Chartwell Financial Advisory, including work email, phone, and LinkedIn data when available.

What schools did Daniel O attend?

Daniel O holds Bachelor'S Degree, Finance from The University Of Texas At Dallas.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Daniel O you were looking for.

Daniel O.
Daniel O.
Staff Software Engineer | Ex-Amazon | Full Stack | Ai | Python | Django | Flask | Typescript | React | Node | Aws
United States
Daniel O
Daniel O
Mha Candidate | Strong Passion For Working With Seniors, Individuals With Disabilities And Improving The Quality Of Life.
Greater Philadelphia
Daniel O.
Daniel O.
Data Privacy & Protection Sme | Jd, Cipp, Cipm, Cipt, Ceh, Ccsk
United States
View similar profiles