Tim Knust-Graichen, CFA Director Orange County, CA 714-415-1802 email@example.com V-card Tim has over twelve years of experience providing financial advisory and valuation services to both large public companies and privately-held middle-market companies, including companies with Employee Stock Ownership Plans. He specializes in valuation engagements for a variety of purposes including corporate planning, financial reporting (ASC 805, ASC 350, ASC 718), gift and estate planning, and tax planning (IRC§ 409A), as well as complex securities and derivatives. Tim has worked with and understands the varying needs of clients across a range of sizes and industries with particular expertise in the healthcare and life sciences industry, and in assisting privately-held companies assess the feasibility of merger and acquisition transactions through complex modeling and analysis. MEMBERSHIPS & DESIGNATIONS Tim is a Chartered Financial Analyst (CFA) and a member of the CFA Institute and the CFA Society of Orange County. PRIOR EXPERIENCE & EDUCATION Prior to joining Chartwell, Tim served as a manager within the life sciences and healthcare practice of Deloitte’s Modeling & Valuation division. Prior to Deloitte, Tim was a manager at a boutique valuation and investment banking firm in Santa Ana, California where he worked with public, privately-held middle market, and ESOP company clients. Tim holds a Bachelor of Science degree in business administration from the University of Southern California.