Chad Brown Email & Phone Number
Institutional Retirement Plan Sr. Sales Director-South @ Lincoln Financial Group
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Chad Brown Location
- Leander, TX, US
Chad Brown Work
- Institutional Retirement Plan Sr. Sales Director-South @ (June 2026 - Present)
- Vice President of Strategic Partnerships @ (August 2024 - June 2026)
- Senior Vice President, Sales Strategy @ (September 2023 - June 2024)
- Chief Operating Officer @ (March 2020 - September 2023)
- Division Vice President @ (December 2018 - March 2020)
- Vice President, Managing Director of Wholesale Distribution - Western US @ (April 2016 - November 2018)
- Division Vice President - Southern Region @ (April 2012 - April 2016)
- Regional Vice President of Sales, Retirement Plan Consultant @ (June 2010 - April 2012)
- Regional Vice President of Sales, Retirement Plan Consultant @ (April 2005 - June 2010)
- Vice President, Trust Officer @ (January 2002 - January 2005)
- Relationship Manager @ (December 1999 - June 2002)
- Senior Account Administrator @ (January 1996 - January 2000)
Chad Brown Education
- University of Nevada, Reno
Bachelor of Arts (Member Pi Kappa Alpha Fraternity - President 1994)
1989-1994 - Live Oak High School 1988-1989
- Fairport High School 1984-1988
Chad Brown Skills
- 401k
- Retirement Plan Consulting
- Defined Benefit
- Mutual Funds
- Series 63
- Series 6
- Qualified Retirement Plans
- ERISA
- Leadership
- Defined Contribution
- Investments
- Investment Management
- Pensions
- Fixed Annuities
- Investment Advisory
- Series 65
- Uniform Combined State Law
- Portfolio Management
- Relationship Management
- Financial Planners
- Strategic Financial Planning
- FINRA
- Insurance
- Financial Services
- Employee Benefits
- Asset Allocation
- Wealth Management
- Business plan
- Sales
- Sales Presentations
Chad Brown Summary
- Chad Brown, based in Leander, TX, US, is currently a Institutional Retirement Plan Sr. Sales Director-South at Lincoln Financial. Chad Brown brings experience from previous roles at PenChecks Trust, LeafHouse and Ascensus. Chad Brown holds a 1989 - 1994 Bachelor of Arts in Member Pi Kappa Alpha Fraternity - President 1994 @ University of Nevada, Reno. With a robust skill set that includes 401k, Retirement Plan Consulting, Defined Benefit, Mutual Funds, Series 63 and more. Chad Brown has 1 emails and 2 mobile phone numbers on RocketReach.
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