Chartwell Financial Advisory
Ryan Graham serves as the Managing Director at Chartwell Financial Advisory, Inc. since June 2014, building on a decade of experience at Principal Financial Group where Ryan held roles including ESOP Senior Consultant and Consulting Analyst. In the role of ESOP Senior Consultant, Ryan led a team focused on ESOP feasibility, benefit modeling, and sustainability analysis. At Principal Financial Group, Ryan developed a prominent repurchase liability projection tool and provided training for clients. Ryan earned a Bachelor of Business Administration in Finance from the University of Wisconsin-Whitewater from 2000 to 2004.
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