Chad Azara Email & Phone Number
VP- Head of Retirement Services Sales and Strategy @ AssetMark
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Chad Azara Location
- Charlotte, NC, US
Chad Azara Work
- 2024 -now VP- Head of Retirement Services Sales and Strategy @
- 2024 -now Founding Partner @
- 2020 -2024 Senior Vice President of Strategic Sales Initiatives @
- 2016 -2020 National Sales Director and VP of Sales @
- 2013 -2016 Sales and Business Development Consultant @
- 2006 -2013 Relationship Manager and Business Development Eastern Region @
- 2004 -2006 Trading Manager Retirement Services @
- 1998 -2004 Large Market Client Services Manager @
- 1997 -1998 Financial Planner @
Chad Azara Education
- Baldwin Wallace University
Bachelor's degree (Business Management)
- University of Phoenix
Master of Business Administration - MBA
- Westlake High School
High School Diploma
Chad Azara Skills
- Marketing Strategy
- Sales Processes
- Wholesale
- Investments
- Financial Services
- Retirement Planning
- Retirement
- 401k
- Mutual Funds
- Relationship Management
- Management
- Business Development
- Leadership
- Business Planning
- Sales
- Financial Advisory
- CRM
- Banking
- Employee Benefits
- Pensions
- Finance
- Investment Advisory
- Customer Service
- Wealth Management
- Retirement Plan Consulting
- ERISA
- Defined Benefit
- Defined Contribution
- Training
- Investment Strategies
- Trust
- Contract Negotiation
- Salesforce.com
- Strategic Leadership
- Trust And Custody
- Retirement Services
- Retirement Plans
- Retirement Plan Recordkeeping
- Social Media
- 401(k) Retirement Savings Plans
- Customer Relationship Management (CRM)
- Business Relationship Management
- Sales Management
- Sales & Marketing
- Relationship Building
- Marketing
- Negotiation
- Microsoft Excel
- Health Savings Accounts
- Public Speaking
- Thought Leadership
- Strategy
- People Management
- New Business Development
- Services
- Account Management
- Cross Functional Team Leadership
- Customer Relationship Management Crm
- Executive Management
- 401k Retirement Savings Plans
- Business Development Consultancy
- Sales and Marketing
- 401 Retirement Savings Plans
- Customer Relationship Management
Chad Azara Summary
- Chad Azara, based in Charlotte, NC, US, is currently a VP- Head of Retirement Services Sales and Strategy at AssetMark. Chad Azara brings experience from previous roles at The Magnolia Estates, PCS, LLC and EPIC Retirement Plan Services. Chad Azara holds a Bachelor's degree in Business Management @ Baldwin Wallace University. With a robust skill set that includes Marketing Strategy, Sales Processes, Wholesale, Investments, Financial Services and more. Chad Azara has 2 emails and 1 mobile phone numbers on RocketReach.
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