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David Chrestensen, ChFC®

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Treasurer @ Chief Financial Officer
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Education

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Cuyahoga Community College

ABA, Accounting - Marketing -
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Kent State University

, -

Work Experience

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Sewell Holdings, Inc.

Current

Sewell Holdings, Inc.

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Sewell Motor Express

Current

Sewell Motor Express

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Russ Hadick & Associates, Inc.

2017-04-01 - 2017-07-01

Russ Hadick & Associates, Inc.

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A Greater Cincinnati

2015-01-01 - 2017-05-01

A Greater Cincinnati

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Robison Law Firm | Strategic Property Exchanges | AllStates 1031 Exchange Facilitator

2014-01-01 - 2016-11-01

Robison Law Firm | Strategic Property Exchanges | AllStates 1031 Exchange Facilitator

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First Financial Bank

2011-08-01 - 2013-11-01

First Financial Bank

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Sol Ventus Partners, LLC

2008-08-01 - 2011-05-01

Sol Ventus Partners, LLC

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Liberty Falls, LLC

2006-01-01 - 2009-01-01

Liberty Falls, LLC

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Financial Clarity Group

1982-02-01 - 2008-12-01

Financial Clarity Group

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NovAna Analytical Systems, Inc

1999-01-01 - 2001-01-01

NovAna Analytical Systems, Inc

Skills

Investments Finance Strategic Planning Estate Planning Wealth Management Strategic Financial Planning Business Development Business Planning Strategy Leadership Financial Services Tax Financial Planning Marketing Small Business Retirement Planning Start-ups Financial Analysis Insurance Financial Modeling

Summary

Proud to be here at Sewell Motor Express, where the story just keeps getting better. Effective January 31, 2023 we are now an employee owned ESOP and I take on the additional roles of Treasurer and member of the board of Directors. Grateful to Jay Sewell for believing in the importance of transition planning and caring enough for his employees as evidenced by the sale of his stock to the new ESOP. Congratulations to him and the new beneficial owners of Sewell Motor Express!!

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