Chantrey Capital Advisors Inc.

The Principals of Chantrey Capital Advisors, Inc.

Dennis Friedman, MBA
dennis@chantreycapitaladvisors.com

Mr. Friedman is a strategy and development professional with over twenty years of experience in the financial services industry. As a strategic consultant, Mr. Friedman has played a leading role in developing new business strategic initiatives primarily at a Fortune 50 company. His financial services expertise includes merger and acquisition, corporate strategy, new distribution channel delivery strategy and implementation, product development, business model design and development and financial and operational strategy and implementation.

He serves as a Managing Principal of SoftEdge Solutions, Inc. a successful consulting firm that focuses on mergers and acquisitions, distribution strategic planning, business start-up strategic consulting, affinity marketing programs, and new product and service development.

Mr. Friedman led the development of the annual strategic planning process at a major financial advisory firm. In addition, he led several key initiatives around field force retention, distribution alliances and new product offerings.
He also led key new business development activities for a Fortune 50 company. This included:

Leading the acquisition process where he was responsible for all aspects of new market expansion and add-on acquisitions

Developing and implementing the product expansion for the Bank Distribution Channel. This included exploring the launch of a new family of mutual funds and the launch of a variable annuity program.

Successfully launching and rolling out the brokerage division and separate account management division. He led many of the financial and operational planning functions along with some product development.