2016 -2020 Senior Managing Director, Head of Direct Investor Services @
2010 -2016 COO, Managing Director - Individual Advisory Services @
2008 -2010 Director, Field Consulting Group @
2005 -2008 Wealth Management Advisor @
2000 -2005 Portfolio Consultant @
Chad Arnold Education
Rice University
MBA (Management)
University of Mississippi
BBA
Chad Arnold Skills
P&L Management
Strategy
Executive Management
Digital Transformation
Wealth Management
Financial Modeling
Strategic Planning
Financial Services
Business Strategy
Sales Management
Direct Sales
Digital Strategy
Digital Marketing
Business Transformation
Agile Methodologies
Data Analysis
Financial Advisory
Marketing Strategy
Online Marketing
Email Marketing
Direct Marketing
Sales & Marketing
Customer Relationship Management (CRM)
Financial Planning
Regulatory Compliance
Legal Compliance
Competitive Analysis
Sales Process
Sales Strategy
Sales
Project Management
Business Development
Marketing
SQL
Leadership
Leadership Development
Organizational Development
People Development
Presentation Skills
Management
Certified Financial Planner
Interpersonal Relationships
Influence Without Authority
Building New Business
New Venture Launch
B2B2C
Followership
Strategy Alignment
FinTech
Data Analytics
COO
Chad Arnold Summary
Chad Arnold, based in Nashville, TN, US, is currently a EVP, Chief Operating Officer - Citizens Wealth Management at Citizens. Chad Arnold brings experience from previous roles at Aegis Advisory and TIAA. Chad Arnold holds a MBA in Management @ Rice University. With a robust skill set that includes P&L Management, Strategy, Executive Management, Digital Transformation, Wealth Management and more. Chad Arnold has 2 emails and 2 mobile phone numbers on RocketReach.
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