Natalie R. Challen
Analyst-Equity chez Willis Investment Counsel, Inc.
Profil
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.
Postes actifs de Natalie R. Challen
| Sociétés | Poste | Début |
|---|---|---|
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 | - |
Anciens postes connus de Natalie R. Challen
| Sociétés | Poste | Fin |
|---|---|---|
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. | Sales & Marketing | - |
Formation de Natalie R. Challen
| University of Georgia | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
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 |
