Matt Dennison Associate Minneapolis, MN 612-351-5929 firstname.lastname@example.org V-card PRESENT POSITION Matt is a member of Chartwell’s Advisory team. He assists privately held business owners and management teams in analyzing the financial impact of transactions and the ongoing repurchase liability for ESOP companies. Matt is skilled in gathering and reviewing due diligence information to understand all elements of a client’s financial situation, as well as analyzing the industry and economic conditions that impact a company’s operations. He performs analysis related to long term valuation and transaction scenarios. MEMBERSHIPS AND DESIGNATIONS Matt holds FINRA Series 7, 63, 86, and 87 licenses. PRIOR EXPERIENCE AND EDUCATION Prior to joining Chartwell, Matt was an equity research senior associate at RBC Capital Markets, where he performed investment analysis of U.S. oil and gas companies. He previously worked as an equity research associate at Northland Securities. Matt graduated cum laude with a Bachelor of Arts degree in finance and economics from the University of St. Thomas.