associate at chartwell financial advisory inc @ Chartwell Financial Advisory
Minneapolis, Minnesota, United States
Lucas Pelner
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University of Minnesota - Carlson School of Management
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Tell me more about Lucas Pelner?
FlashIntel GPTLucas Pelner is a professional with 5.5 years of work experience. He has worked at Chartwell Financial Advisory as an Analyst in the Research & Analytics department. He also worked at U.S. Bank as a Portfolio Monitoring Analyst Intern and at CSM Corporation as a Financial Planning & Analysis Intern. Lucas has experience in financial planning and analysis, as well as financial planning and analysis. He is currently based in the United States.
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Emails and Phone Numbers
Work Experience
associate at chartwell financial advisory inc
Analyst
Financial Services
Lucas Pelner's Professional Milestones
- Analyst (2020-07-01~2022-03-01): Conducted comprehensive data analysis to drive informed decision-making and optimize operational efficiency.
- Portfolio Monitoring Analyst Intern (2019-06-01~2019-08-01): Conducted thorough market research and analysis to inform expert investment advisors.
Education
Finance
2016-2020Certification
Colleagues
Matthew Dennison
vice president at chartwell financial advisory inc
Daniel Kaczmarek
managing director at chartwell financial advisory inc
Collin Mayer
vice president at chartwell financial advisory inc
Collin Mayer
Vice President
Diane Riley
Director Of Human Resources
Other Named Lucas Pelner
Frequently asked questions
We found 1 Lucas Pelner's email addresses
We found 2 Lucas Pelner's phone numbers
Lucas Pelner's social media include: Linkedin,
Lucas Pelner works for Chartwell Financial Advisory
Lucas Pelner's role in Chartwell Financial Advisory is associate at chartwell financial advisory inc
Lucas Pelner works in the industry of Financial Services
Lucas Pelner's colleagues are Matthew Dennison,Daniel Kaczmarek,Collin Mayer
Lucas Pelner's latest job experience is associate at chartwell financial advisory inc at Chartwell Financial Advisory
Lucas Pelner's latest education in University of Minnesota - Carlson School of Management
