Chandra Halverson Email & Phone Number
Director of Operations @ Brookstone Capital Management
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Chandra Halverson Location
- Chicago, IL, US
Chandra Halverson Work
- 2025 -now Director of Operations @
- 2022 -2024 SVP, Head of Wealth Management Operations @
- 2013 -2022 Senior Vice President of Operations @
- 2009 -2013 Chief Operating Officer and Vice President - Operations I Office of Supervisory Jurisdiction (OSJ) @
- 2006 -2009 Regional Division Manager and OSJ @
Chandra Halverson Education
- Bethel University
MBA (Business)
- Bethel University
Bachelor of Business Administration (B.B.A.)
Chandra Halverson Skills
- Series 7
- Series 24
- Series 63
- Series 66
- Series 53
- Securities
- Wealth Management
- Complaint resolution
- Operations Management
- Advertising review
- Branch Inspections
- Anti Money Laundering
- Alternative Investments
- Strategic Financial Planning
- Investment Advisory
- Investments
- Asset Allocation
- Financial Advisory
- Financial Services
- 401k
- Microsoft Excel
- Adobe Creative Suite
- PowerPoint
- Advent
- Laserfiche
- Document Imaging
- Trading Systems
- Mutual Funds
- Microsoft Office
- Finance
- Retirement Planning
- Retirement
- Estate Planning
- Life Insurance
- Investment Management
- IRAs
- FINRA
- Investment Strategies
- Financial Planners
- Long-term Care
- Financial Planning
- Accounting
- Leadership
- Consulting
- Pershing
- Salesforce
- Operations
- Strategic Planning
- Program Management
- Insurance
- Long Term Care
- Advisory
- Services
- Management
- Advisory Services
Chandra Halverson Summary
- Chandra Halverson, based in Chicago, IL, US, is currently a Director of Operations at Brookstone Capital Management. Chandra Halverson brings experience from previous roles at SageView Advisory Group, BOK Financial, AdvisorNet Financial and NEXT Financial Group, Inc.. Chandra Halverson holds a MBA in Business @ Bethel University. With a robust skill set that includes Series 7, Series 24, Series 63, Series 66, Series 53 and more. Chandra Halverson has 3 emails and 1 mobile phone numbers on RocketReach.
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Chandra Halverson
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