Daniel O
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Daniel O Email & Phone Number

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

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Current company
Chartwell Financial Advisory
Role
Corporate Finance
Location
United States
Company size
76 employees

Who is Daniel O? Overview

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Quick answer

Daniel O is listed as Corporate Finance at Chartwell Financial Advisory, a with 76 employees, based in 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.

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Chartwell Financial Advisory

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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

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Chartwell Financial Advisory
Chartwell Financial Advisory
Corporate Finance
minneapolis, minnesota, united states
Website
chartwellfa.com
Employees
76
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6 roles

Daniel O work experience

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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 →

SN Sam Newcomb Sam Newcomb Colleague at Chartwell Financial AdvisoryGreater Minneapolis-St. Paul Area, United States View → TL Tim Lang Tim Lang Colleague at Chartwell Financial AdvisoryFrisco, Texas, United States View → LR Lindsey Reilly Lindsey Reilly Colleague at Chartwell Financial AdvisoryMinneapolis, Minnesota, United States View → SW Sarah Willkom Sarah Willkom Colleague at Chartwell Financial AdvisorySt Paul, Minnesota, United States View → SC Sam Callen Sam Callen Colleague at Chartwell Financial AdvisoryGreater Minneapolis-St. Paul Area, United States View → CM Collin Mayer Collin Mayer Colleague at Chartwell Financial AdvisoryMinneapolis, Minnesota, United States View → JC Jay Christensen Jay Christensen Colleague at Chartwell Financial AdvisoryMinneapolis, Minnesota, United States View → PH Paul Halverson Paul Halverson Colleague at Chartwell Financial AdvisorySt Paul, Minnesota, United States View → ND Nathan Davis Nathan Davis Colleague at Chartwell Financial AdvisoryMinneapolis, Minnesota, United States View → RB Rachel Buse-Flaskey Rachel Buse-Flaskey Colleague at Chartwell Financial AdvisoryMinneapolis, Minnesota, 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 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 Sam Newcomb, Tim Lang, Lindsey Reilly, Sarah Willkom, and Sam Callen.

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.

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