Charles Allen, CFA, CAIA

Director of M&A, Business Development

Nashville Metropolitan Area

About

Experience

  • Director Of M&A, Business Development at Heritage Partners
    Oct 2019 - Present · 6 yrs 10 mos

  • Business Analyst at SMS Assist, L.L.C.
    Feb 2019 - Oct 2019 · 9 mos

  • Investment Banking Analyst at Chartwell Financial Advisory, Inc.
    Jul 2017 - Aug 2018 · 1 yr 2 mos

  • Investment Banking Analyst at P&M Corporate Finance - PMCF
    Dec 2015 - Feb 2017 · 1 yr 3 mos

  • Analyst at SPR
    Nov 2014 - Dec 2015 · 1 yr 2 mos