Sam Callen
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Sam Callen Email & Phone Number

Senior Associate at Chartwell Financial Advisory
Location: Greater Minneapolis-St. Paul Area, United States, United States 9 work roles 2 schools
2 work emails found @chartwellfa.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email s****@chartwellfa.com
LinkedIn Profile matched
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Current company
Chartwell Financial Advisory
Role
Senior Associate
Location
Greater Minneapolis-St. Paul Area, United States, United States
Company size
131 employees

Who is Sam Callen? Overview

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Quick answer

Sam Callen is listed as Senior Associate at Chartwell Financial Advisory, a company with 131 employees, based in Greater Minneapolis-St. Paul Area, United States, United States. AeroLeads shows a work email signal at chartwellfa.com and a matched LinkedIn profile for Sam Callen.

Sam Callen previously worked as Associate at Chartwell Financial Advisory and Senior Analyst at Chartwell Financial Advisory, Inc.. Sam Callen holds Finance And Financial Management Services from University Of St. Thomas.

Company email context

Email format at Chartwell Financial Advisory

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{first}{last}@chartwellfa.com
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AeroLeads found 2 current-domain work email signals for Sam Callen. Compare company email patterns before reaching out.

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Profile bio

About Sam Callen

As an associate at Chartwell Financial Advisory, I perform analysis and advisory services for privately-held middle-market companies, including companies with employee stock ownership plans.I began my career at Chartwell Financial Advisory during my senior year of college when I participated in the firm’s internship program. As an undergraduate student, I was an equity research analyst for my school’s endowment fund. I graduated magna cum laude with a Bachelor of Arts degree in finance from the University of St. Thomas Opus College of Business.

Listed skills include Customer Service, Finance, Microsoft Excel, Microsoft Office, and 21 others.

Current workplace

Sam Callen's current company

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

Chartwell Financial Advisory
Chartwell Financial Advisory
Senior Associate
Saint Paul, MN, US
Website
chartwellfa.com
Employees
131
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Company profile
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9 roles

Sam Callen work experience

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

Analyst

Chartwell Financial Advisory, Inc.

Minneapolis, Minnesota, United States

Perform analysis related to valuations of privately-held middle-market companies, including companies with employee stock ownership plans. I am skilled in the areas of gathering due diligence information and analyzing guideline public companies as well as examining merger and acquisition markets. I also study the economic and industry conditions that can.

Jul 2020 - Mar 2022

Aristotle Fund Student Manager

University Of St. Thomas - Opus College Of Business

Minneapolis, Minnesota

Worked with a team of MBA and undergraduate students to actively manage a $7.0 million+ portfolio of mid-cap stocks for the University of St. Thomas' endowment fund.Responsible for Health Care sector coverage, tasked with identifying undervalued securities and building detailed valuation models. Pitch investment ideas to other student managers and convey.

Sep 2019 - Jul 2020

Universal Banker

North American Banking Company

Roseville, Minnesota

Promoted and sold bank products and services as well as processed deposit and loan transactions.Participated in business development activities such as officer call programs, community organizations and special events sponsored by the bank.Ordered and sold cash through the Federal Reserve Bank as needed.

Aug 2017 - Jul 2019

Model Development Contractor

Rbc Wealth Management

Greater Minneapolis-St. Paul Area

Produced a portfolio tracker that modeled performance data for 14 portfolios comprised of 19 mutual fundsWorked quickly and efficiently to complete the tracker in a timeline that best fit my client’s needsExceeded client’s expectations with creative tracker features and thorough evaluationPresented the completed project to the managing director and wealth.

Aug 2018 - Nov 2018

Member Services Representative/Member Resource Center Representative

Hometown Credit Union, Minnesota
  • Acted as the primary point of contact for members, building their trust and delivering a friendly experience. Performed efficient and accurate member transaction services. Supported the member-centric environment of.
  • Continued education on current banking products and services
  • Answered telephone inquiries on banking products.
  • Advertised and promoted student accounts.
  • Successfully assisted customers with product selections and purchases, e-service transactions, and by cross selling and promoting additional products.
  • Broad spreadsheet and database management as well as revision to outdated documents and records.
Apr 2015 - Aug 2017
Team & coworkers

Colleagues at Chartwell Financial Advisory

Other employees you can reach at chartwellfa.com. View company contacts for 131 employees →

KC Kevin Cunningham Kevin Cunningham Colleague at Chartwell Financial Advisory Glenview, 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 → BM Brooks Mccauley Brooks Mccauley Colleague at Chartwell Financial Advisory Portland, Oregon, United States, United States View → TJ Tyler Jacobs Tyler Jacobs Colleague at Chartwell Financial Advisory Portland, Oregon Metropolitan Area, United States View → LR Lindsey Reilly Lindsey Reilly Colleague at Chartwell Financial Advisory Minneapolis, Minnesota, United States, United States View → RF Rob Faust Rob Faust Colleague at Chartwell Financial Advisory Greater Minneapolis-St. Paul Area, United States View → SF Scott Fudenberg Scott Fudenberg Colleague at Chartwell Financial Advisory United States, United States View → PH Paul Halverson Paul Halverson Colleague at Chartwell Financial Advisory St Paul, Minnesota, United States, United States View → MM Michael Montemarano Michael Montemarano Colleague at Chartwell Financial Advisory Dallas-Fort Worth Metroplex, United States View → JY Joseph Ybarra Joseph Ybarra Colleague at Chartwell Financial Advisory Orange, California, United States, United States View →
2 education records

Sam Callen education

FAQ

Frequently asked questions about Sam Callen

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

What company does Sam Callen work for?

Sam Callen works for Chartwell Financial Advisory.

What is Sam Callen's role at Chartwell Financial Advisory?

Sam Callen is listed as Senior Associate at Chartwell Financial Advisory.

What is Sam Callen's email address?

AeroLeads has found 2 work email signals at @chartwellfa.com for Sam Callen at Chartwell Financial Advisory.

Where is Sam Callen based?

Sam Callen is based in Greater Minneapolis-St. Paul Area, United States, United States while working with Chartwell Financial Advisory.

What companies has Sam Callen worked for?

Sam Callen has worked for Chartwell Financial Advisory, Chartwell Financial Advisory, Inc., University Of St. Thomas - Opus College Of Business, North American Banking Company, and Rbc Wealth Management.

Who are Sam Callen's colleagues at Chartwell Financial Advisory?

Sam Callen's colleagues at Chartwell Financial Advisory include Kevin Cunningham, Sean Lindberg, Mba, Brooks Mccauley, Tyler Jacobs, and Lindsey Reilly.

How can I contact Sam Callen?

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

What schools did Sam Callen attend?

Sam Callen holds Finance And Financial Management Services from University Of St. Thomas.

What skills is Sam Callen known for?

Sam Callen is listed with skills including Customer Service, Finance, Microsoft Excel, Microsoft Office, Microsoft Word, Spreadsheets, Document Management, and Product Knowledge.

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