Dennis Channer Email & Phone Number
Of Counsel @ The Private Trust Consortium
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Dennis Channer Location
- Boulder, CO, US
Dennis Channer Work
- Of Counsel @ (March 2017 - Present)
- Principal - Of Counsel @ Cornerstone Investment Advisors LLC (September 2001 - Present)
- Principal @ Family Advisors Consortium ~ Collaborative Trustee (October 2010 - June 2017)
- Director @ (March 2007 - July 2008)
- Director @ (January 2002 - January 2005)
- Senior Consultant - Vice President @ Portfolio Management Consultants (November 1999 - December 2000)
- Chairman of Board - Managing Director @ Investors Independent Trust Company (July 1996 - July 1999)
- Managing Principal @ Channer & Company (May 1992 - June 1996)
- Director of Financial Planning @ (March 1986 - May 1992)
- Partner @ Thal Channer & Company, CPAs (January 1981 - March 1986)
- Accounting Manager @ Western Interstate Commission on Higher Education (January 1979 - December 1980)
- Controller @ Boulder County Human Resources Department (January 1975 - December 1978)
- Accountant II @ Denver Manpower Administration (August 1974 - December 1975)
Dennis Channer Education
- Metropolitan State University of Denver
BS (Accounting)
1970-1973
Dennis Channer Skills
- 401k
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Managment
- Business Valuation
- Corporate Finance
- Due Diligence
- ETFs
- Equities
- Estate Planning
- Estate Tax Planning
- Finance
- Financial Advisory
- Financial Planners
- Financial Planning
- Financial Services
- Fixed Annuities
- Fixed Income
- Funding
- Hedge Funds
- High Net Worth Individuals
- Inheritance Tax Planning
- Investment Advisory
- Investment Management
- Investment Strategies
- Investor Relations
- Managerial Finance
- Mergers & Acquisitions
- Mutual Funds
- Pensions
- Personal Finance
- Personal Financial Planning
- Portfolio Management
- Private Equity
- Retirement
- Retirement Planning
- Securities
- Series 7
- Small Business
- Strategic Financial Planning
- Tax
- Trust Services
- Trusts
- Valuation
- Venture Capital
- Wealth
- Wealth Management
- Wealth Management Services
Dennis Channer Summary
- Dennis Channer, based in Boulder, CO, US, is currently a Of Counsel at The Private Trust Consortium. Dennis Channer brings experience from previous roles at Cornerstone Investment Advisors LLC, Family Advisors Consortium ~ Collaborative Trustee, AeroGrow International and Jomy SA. Dennis Channer holds a 1970 - 1973 BS in Accounting @ Metropolitan State University of Denver. With a robust skill set that includes 401k, Alternative Investments, Asset Allocation, Asset Management, Asset Managment and more. Dennis Channer has 1 emails and 2 mobile phone numbers on RocketReach.
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