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Connor Chakeen Location
Houston, TX, US
Connor Chakeen Work
Partner @ (March 2025 - Present)
Private Markets Advisor | Capital Formation and Fund Strategy @ Independent (April 2024 - March 2025)
Senior Director - Wealth Advisory, AIF® @ (October 2014 - April 2024)
Internal Regional Consultant @ (January 2013 - October 2014)
Wealth and Income Solutions Specialist @ (May 2012 - January 2013)
Individual Investor Specialist @ (April 2011 - May 2012)
Fixed Income Trader @ (May 2009 - January 2011)
Fixed Income Trader @ Traditum Group (June 2007 - April 2009)
Connor Chakeen Education
Indiana University Bloomington
BA (Economics)
Fenwick High School
Connor Chakeen Skills
Capital Raising
Financial Markets & Product Expertise
Relationship Management & Sales Strategy
Investments
Series 7
Equities
Fixed Income
Microsoft Excel
Commodity
Mutual Funds
Securities
Options
Financial Advisory
Morningstar
Series 66
AIF
Microsoft Word
Derivatives
Economics
Customer Service
Strategic Planning
Sales
Connor Chakeen Summary
Connor Chakeen, based in Houston, TX, US, is currently a Partner at Thesis Capital Partners. Connor Chakeen brings experience from previous roles at Independent and Principal Asset Management. Connor Chakeen holds a BA in Economics @ Indiana University Bloomington. With a robust skill set that includes Capital Raising, Financial Markets & Product Expertise, Relationship Management & Sales Strategy, Investments, Series 7 and more. Connor Chakeen has 2 emails and 2 mobile phone numbers on RocketReach.
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