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Chad Bollenbach Location
United States
Chad Bollenbach Work
Vice President, Family Office Programs @ (February 2025 - Present)
Homeschool Teacher @ Self-employed (July 2020 - February 2025)
Vice President and Investment Consultant @ (July 2013 - June 2020)
Wealth Advisory Consultant @ (October 2012 - February 2013)
Wealth Advisory Senior Analyst @ (January 2006 - September 2012)
Client Service Associate; Investment Banking Associate @ Trenwith Securities LLC (January 2003 - January 2005)
Financial Consultant @ (January 2001 - January 2002)
Research Analyst @ (January 2000 - January 2001)
Chad Bollenbach Education
Stanford University
Master of Arts (M.A.) (Latin American Studies)
1999-2000
Stanford University
Bachelor of Arts (B.A.) (International Relations)
1996-2000
Chad Bollenbach Skills
Asset Management
Business Strategy
Equities
Investment Management
Start-ups
Start Ups
Pinnacle
Literacy
Wealth Management
Chad Bollenbach Summary
Chad Bollenbach, based in United States, is currently a Vice President, Family Office Programs at Canterbury Consulting. Chad Bollenbach brings experience from previous roles at Self-employed, Canterbury Consulting and Capital Group Private Client Services. Chad Bollenbach holds a 1999 - 2000 Master of Arts (M.A.) in Latin American Studies @ Stanford University. With a robust skill set that includes Asset Management, Business Strategy, Equities, Investment Management, Start-ups and more. Chad Bollenbach has 1 emails and 1 mobile phone numbers on RocketReach.
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