2016 -2018 Vice President, Managing Director of Wholesale Distribution - Western US @
2012 -2016 Division Vice President - Southern Region @
2010 -2012 Regional Vice President of Sales, Retirement Plan Consultant @
2005 -2010 Regional Vice President of Sales, Retirement Plan Consultant @
2002 -2005 Vice President, Trust Officer @
1999 -2002 Relationship Manager @
1996 -2000 Senior Account Administrator @
Chad Brown Education
University of Nevada, Reno
Bachelor of Arts (Political Science)
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 Vice President of Strategic Partnerships at PenChecks Trust. Chad Brown brings experience from previous roles at LeafHouse, Ascensus and Transamerica. Chad Brown holds a 1989 - 1994 Bachelor of Arts in Political Science @ 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 3 mobile phone numbers on RocketReach.
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