Natalie R. Challen
Analyst-Equity en Willis Investment Counsel, Inc. .
Perfil
Ms. Natalie R.
Challen is a Director of Information Systems at Willis Investment Counsel, Inc. Her primary responsibilities include supporting the trading operations of the firm, portfolio analytics, and technology driven projects.
She also serves as secondary support for our operations team in terms of reporting, compliance, and client service.
Ms. Challen was previously employed as Client Services Manager by Balentine LLC.
She holds a Bachelor of Business Administration from University of Georgia with a concentration in finance.
Cargos activos de Natalie R. Challen
Empresas | Cargo | Inicio |
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Willis Investment Counsel, Inc.
Willis Investment Counsel, Inc. Investment ManagersFinance Willis Investment Counsel, Inc. (WIC) is an independent, SEC-registered investment advisor headquartered in Gainesville, Georgia. The firm was founded in 1979 by Robert T. Willis, Jr. WIC manages assets for a wide array of clients such as individuals, corporations, captive insurance companies, foundations, endowments, and pension/401(k) plans. | Analyst-Equity | - |
Antiguos cargos conocidos de Natalie R. Challen.
Empresas | Cargo | Fin |
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Balentine LLC
Balentine LLC Investment ManagersFinance Balentine LLC is SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2009 and is solely owned by Balentine Partners LLC. Balentine provides a full complement of comprehensive wealth management solutions for individuals, families, and institutions, as well as a pooled investment vehicle. | Ventas & Marketing | - |
Formación de Natalie R. Challen.
University of Georgia | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
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Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
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Empresas relacionadas
Empresas privadas | 2 |
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Balentine LLC
Balentine LLC Investment ManagersFinance Balentine LLC is SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2009 and is solely owned by Balentine Partners LLC. Balentine provides a full complement of comprehensive wealth management solutions for individuals, families, and institutions, as well as a pooled investment vehicle. | Finance |
Willis Investment Counsel, Inc.
Willis Investment Counsel, Inc. Investment ManagersFinance Willis Investment Counsel, Inc. (WIC) is an independent, SEC-registered investment advisor headquartered in Gainesville, Georgia. The firm was founded in 1979 by Robert T. Willis, Jr. WIC manages assets for a wide array of clients such as individuals, corporations, captive insurance companies, foundations, endowments, and pension/401(k) plans. | Finance |
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