Position: 5-Operations

Abeer handles various day-to-day Chartwell corporate accounting activities, including general ledger, accounts payable, and vendor invoice processing. She is responsible for project coding, company vendor coordination, and corporate credit card management. Abeer also assists with the month-end closing process and ad hoc reporting.

Professional Experience

Prior to Chartwell, Abeer was an accounting assistant at Sheraton Bloomington Hotel for seven years where she gained experience in accounts receivable and accounts payable. Abeer also spent ten years at Sofitel Hotel where she held a variety of accounting positions.

Nate is responsible for the maintenance, configuration, and reliable operation of computer systems and servers at Chartwell. He configures and deploys new hardware and software across the organization and is responsible for keeping the firm’s network secure and accessible.

Professional Experience

Prior to Chartwell, Nate was an outsourced desktop support technician at Marco where he assisted with day-to-day IT operations including computer systems deployment and troubleshooting.

Brittany leads the management and execution of Chartwell’s marketing and business development activities. She supports senior leadership with the implementation of the firm’s national strategy and is instrumental in upholding Chartwell’s brand identity. She is responsible for collateral creation, tactical level plan design, and external and internal marketing-related communications.

In addition, Brittany serves in an administrative management role within Chartwell’s operations team and is responsible for the oversight of support staff, facilities coordination, and project process design and implementation. She is experienced with assisting all practice areas and is well-versed in the maintenance of the firm’s CRM database as well as the preparation of client proposals and other deliverables.

Becca supports senior executives in the firm’s consulting practice. She is responsible for project coordination including preparation of client proposals and presentations, engagement agreements, project timelines, and other professional deliverables. Becca also executes general administrative duties, including CRM database maintenance, schedule and travel management, meeting and event planning, and other related activities.

Professional Experience

Prior to Chartwell, Becca spent thirteen years as a training general manager for Noodles & Company. While there, she managed all aspects of the business, including financial reporting, human resources, employee/customer interactions, and training new hires.

Yolonda has over 25 years of experience providing senior-level administrative support to executive management. She has extensive experience with coordinating travel arrangements and itinerary planning, preparing and formatting reports, organizing client documents, recording client interview minutes, preparing and sending agreements, answering and prioritizing customer calls, performing accounting duties, scheduling meetings, managing partner calendars, and all other related tasks.

Professional Experience

Prior to Chartwell, Yolonda was an executive assistant at Legacy Equity Valuations and also worked at Moss Adams LLP for 22 years in the ESOP and valuation practice.

Kelly oversees Chartwell’s day-to-day corporate accounting activities. She manages the accounting department staff and provides financial information about company activities to assist management, partners, and other leaders in making educated economic decisions that impact the firm.

Professional Experience

Kelly has over 20 years of accounting and finance experience. Prior to Chartwell, Kelly managed the accounting, financial, and payroll functions at Salo. Preceding Salo, she spent 13 years working closely with senior business leaders of Seabury Group and held multiple accounting leadership roles including global manager of financial reporting and controller of various entities of the company. Kelly began her career as a staff auditor at a certified public accounting firm.

Laura Jo provides administrative and strategic support to Chartwell’s CEO, board of directors, and shareholders. She works closely with the firm’s executive leadership team to develop and implement corporate initiatives. Laura Jo also manages and maintains administrative procedures related to Chartwell’s broker dealer affiliate and its representatives. She has particular expertise in deploying new corporate technology systems and is chiefly responsible for the maintenance of Chartwell’s ERP database, engagement agreement templates, and internal recorded training programs.

Laura Jo also performs general administrative duties including schedule management, travel coordination, meeting planning, and other related tasks.

Arianna manages Chartwell’s Portland office and supports senior executives in the firm’s valuation and transaction opinions practice. She is responsible for project support and coordination, including preparation of client proposals and presentations, engagement agreements, project timelines, and other professional deliverables. Arianna also executes general administrative duties, including CRM database maintenance, schedule and travel management, meeting and event planning, and other related activities.

Professional Experience

Prior to Chartwell, Arianna spent seven years in the legal field and most recently was a legal assistant at Glascock Street Waxler LLP. She holds a Paralegal Certificate.

Lindsey is a key contributor to Chartwell’s marketing team. She manages the coordination of national, regional, and local conferences and events for all trade associations in which the firm participates. Lindsey proactively assists with speaker proposals and presentations, attendee registrations, corporate group travel, and the planning of general networking and business development events.

Professional Involvement

Lindsey is an active member of The ESOP Association, where she currently serves as an officer for the Minnesota/Dakotas chapter. Lindsey is also a member of the National Center for Employee Ownership (NCEO).

Professional Experience

Prior to Chartwell, Lindsey worked as an event specialist for an event planning company in the Twin Cities. Her responsibilities included acting as a liaison between clients and vendors, on-site event execution, and managing the company’s marketing efforts.

Diane leads the development and execution of firm-wide human resources policies and procedures and supports executive management by providing counsel and guidance on these matters. She is instrumental in upholding and communicating Chartwell’s core values of trust and respect through the development of effective policies. She is responsible for overseeing talent management and acquisition, employee training and development, succession planning, organizational and performance management, and compensation.  

Professional Experience

Diane has over 25 years of human resources and office administration experience. Prior to Chartwell, she worked as the regional office manager at Forest City Enterprises, a mainland-based developer of military housing in Hawaii.