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
- 2026 -now Institutional Retirement Plan Sr. Sales Director-South @
- 2024 -2026 Vice President of Strategic Partnerships @
- 2023 -2024 Senior Vice President, Sales Strategy @
- 2020 -2023 Chief Operating Officer @
- 2018 -2020 Division Vice President @
- 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 (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 on RocketReach.
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