Chandra Halverson is an accomplished professional with extensive experience in operations and compliance across the financial services sector. Currently serving as the Director of Operations and Compliance at Strategic Wealth Designers, Chandra previously held significant roles such as SVP and Head of Wealth Management Operations at SageView Advisory Group, and Senior Vice President of Operations at BOK Financial. Chandra's career also includes leadership positions at AdvisorNet Financial as Chief Operating Officer, Gradient Financial Group as Chief Compliance Officer, NEXT Financial Group as Regional Division Manager, and Lincoln Financial Network as Operations Manager. An MBA and a Bachelor of Business Administration from Bethel University complement Chandra's expertise, which encompasses streamlining operations, regulatory compliance, risk management, and oversight of administrative functions for numerous financial professionals.
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