Chad Halder Email & Phone Number
Vice President and Sr Trust Officer @ The Citizens First National Bank Of Storm Lake
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Chad Halder Location
- Storm Lake, IA, US
Chad Halder Work
- 2017 -now Vice President and Sr Trust Officer @
- 2011 -now Financial Advisor @ Cambridge Investment Research (Member SIPC & FINRA)
- 2017 -2026 Vice President and Trust Officer and Trust Investment Officer @
- 2010 -2017 Trust Officer @
- 2009 -2010 Assistant Trust Officer @
- 2005 -2009 Trust Analyst @
Chad Halder Education
- College for Financial Planning
Certificate in Financial Planning
2022 - American Banker's Assoc Graduate Trust School 2006-2007
- Buena Vista University
BA (Finance/Banking, Economics)
2001-2005 - American Banker's Assoc National Trust School 2005-2005
Chad Halder Skills
- Financial Services
- FINRA
- Securities
- Windows Vista
- Estate Administration
- Estate Planning
- Strategic Financial Planning
- Individual Income Tax
- Banking
- Investments
- Asset Management
- Finance
- Investment Management
- Fiduciary Income Tax
- Retirement Planning
- Wealth Management
- Trust Administration
- Financial Planning
Chad Halder Summary
- Chad Halder, based in Storm Lake, IA, US, is currently a Vice President and Sr Trust Officer at The Citizens First National Bank Of Storm Lake. Chad Halder brings experience from previous roles at Cambridge Investment Research (Member SIPC & FINRA) and The Citizens First National Bank Of Storm Lake. Chad Halder holds a Certificate in Financial Planning @ College for Financial Planning. With a robust skill set that includes Financial Services, FINRA, Securities, Windows Vista, Estate Administration and more. Chad Halder has 1 emails and 2 mobile phone numbers on RocketReach.
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