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Chris Shutler, CFA — Head of Strategy · Orion · Chicago, Illinois, United States.
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About
Chartered Financial Analyst | Corporate Strategy | Market Intelligence | Financial Modeling | Financial Analysis | Acquisition Due Diligence | Equity Research | Cross-Functional Leadership | Strategic Initiatives | Opportunity Assessment | Thought Leadership | Valuation Analysis | Proprietary Survey Work | Commercial Negotiations | Addressable Market Sizing | Investor Relations and Communications | Sales and Marketing Support | Wealth Management | WealthTech | Asset Management | Private Markets | FinTech | Business Services
Experience
Head of Strategic Development & Market Intelligence
Envestnet
Jul 2022 – Sep 2024
Education
- University of Notre Dame — Bachelor of Business Administration - BBA, Finance · 1996 – 2000
Skills
Executive ManagementBusiness AcumenLeadershipCorporate DevelopmentBusiness Case PreparationCommunicationGrowth StrategiesCorporate StrategyManagementMicrosoft ExcelBoard RelationsFinanceBusiness Insights