Burt Chao Location
- Austin, TX, US
Burt Chao Work
- 2026 -now Chief Financial Officer @
- 2025 -2026 Chief Financial Officer @
- 2023 -2025 Chief Financial Officer @
- 2021 -2023 Chief Financial Officer @
- 2021 -2023 Chief Financial Officer @
- 2016 -2021 Private Equity Services | Private Equity Performance Improvement @
- 2012 -2016 Investment Banking and Capital Markets - Partner and Registered Principal @ Heikkinen Energy Advisors, LLC
- 2006 -2012 Investment Banking - M and A and Capital Markets; Equity Research @
- 2005 -2006 Management Consultant @
- 2004 -2005 Treasury and Financial Planning and Analysis (FP and A) @
- 2004 -2005 Operations and Accounting and Grant Administration @
Burt Chao Education
- The University of Texas at Austin - The Red McCombs School of Business
BBA (Finance)
- The University of Texas at Austin
BA (Political Science)
- The University of Texas at Austin
Burt Chao Skills
- Sales Operations
- Investment Banking
- Management Consulting
- Financial Modeling
- Equity Research
- Capital Markets
- Strategy
- Corporate Finance
- Renewable Energy
- Project Management
- Restructuring
- Solar Energy
- Mergers & Acquisitions
- Wind
- Investments
- Energy
- Finance
- Solar
- Strategy Consulting
- Sales and Marketing
- Business Strategy
- Strategic Planning
- Business Development
- Marketing
- Performance Management
- Key Performance Indicators
- Sales
- Valuation
- Microsoft Office
- Microsoft Excel
- Microsoft PowerPoint
- Management
- Leadership
- Performance Improvement
- Mandarin
- Equity Capital Markets
- Series 7
- Midstream
- International Business Experience
- FINRA Series 24 - General Securities Principal Examination
- FINRA Series 7 - General Securities Representative Examination
- FINRA Series 63 - Uniform Securities Agent State Law Examination
- FINR Series 79 - Investment Banking Registered Representative Examination
- FINRA Series 86 - Research Analyst Exam - Part I Analysis Module
- FINRA Series 87 - Research Analyst Exam - Part II Regulations Module
- FINRA Series 57 - Securities Trader Exam
- Financial Analysis
- Start-ups
- Forecasting
- Due Diligence
Burt Chao Summary
- Burt Chao, based in Austin, TX, US, is currently a Chief Financial Officer at VelocityEHS. Burt Chao brings experience from previous roles at Nintex, Pushpay, KALERIS and Navis. Burt Chao holds a BBA in Finance @ The University of Texas at Austin - The Red McCombs School of Business. With a robust skill set that includes Sales Operations, Investment Banking, Management Consulting, Financial Modeling, Equity Research and more. Burt Chao has 1 emails and 6 mobile phone numbers on RocketReach.
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