Jeremy Waldner

Jeremy Waldner is a Senior Analyst at Chartwell Financial Advisory, Inc. since June 2022, bringing a diverse range of experience in financial services. Previously, Jeremy held the position of Investment Banking Summer Analyst at Houlihan Lokey in summer 2021 and served as a Corporate Finance Intern at Medtronic in summer 2020. Prior experience includes a role as a Wealth Management Intern at Morgan Stanley in summer 2019. Jeremy holds a degree in Financial Management from the University of St. Thomas - Opus College of Business, completed in 2022, and has a High School Diploma with Honors from Century Senior High School.