Chandra Halverson, MBA

Chandra Halverson, MBA

SVP, Head of Wealth Management Operations

Chandra joined SageView in 2022 as the SVP, Head of Wealth Management Operations, overseeing SageView’s team based in Dallas, TX. With over 20 years of experience, she is responsible for executing a long-term growth strategy focused on scaling the Wealth Management business. She oversees the strategic planning, needs analysis and maintenance of all wealth management operations initiatives at SageView.

 From start up to scale up, Chandra has served as Senior Vice President of Operations, Chief Operating Officer and Chief Compliance Officer at various firms. Chandra earned her bachelor’s degree and an MBA from Bethel University in Minnesota. She holds FINRA Series 7,63,66,24 and 52 registrations.

Outside the office, Chandra attempts to keep up with her husband and two teenage boys. She is a self-proclaimed hockey mom and Hairband aficionado (in that order).

 Chandra is a Non-Producing Registered Representative with Cetera Advisor Networks LLC.