Managing Partner @ Aegis Advisory (January 2020 - January 2022)
Senior Managing Director, Head of Direct Investor Services @ (January 2016 - January 2020)
COO, Managing Director - Individual Advisory Services @ (January 2010 - January 2016)
Director, Field Consulting Group @ (January 2008 - January 2010)
Wealth Management Advisor @ (October 2005 - June 2008)
Portfolio Consultant @ (January 2000 - January 2005)
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 1 emails and 2 mobile phone numbers on RocketReach.
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