Chad Lay Email & Phone Number
Manager, Retirement Specialists @ TruStage
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Chad Lay Location
- Madison, WI, US
Chad Lay Work
- 2022 - now Manager, Retirement Specialists @
- 2017 - 2021 Retirement Relationship Manager @
- 2015 - 2021 Retirement Specialist,Team Lead @
- 1999 - 2017 Retirement Specialist @
- 1995 - 1999 Pension Service Associate II @
Chad Lay Education
- Upper Iowa University
Bachelor of Science (B.S.) (Business Administration and Management, General)
1995 - 1997
Chad Lay Skills
- Problem Solving
- Negotiation
- Presentations
- Plan Design
- Customer Relationship Management (CRM)
- Employee Training
- Solution Selling
- Team Leadership
- Time Management
- Client Relations
- Public Speaking
- Presentation Skills
- Client Services
- Business Relationship Management
- I hold various FINRA licenses.
- Life, Accident, and Health licenses.
- Retirement Planning
- Retirement
- Customer Service
- Team Building
- Insurance
- Strategic Planning
- Leadership
- Financial Services
- Management
- Sales
- Investments
- 401(k) Retirement Savings Plans
Chad Lay Summary
- Chad Lay, based in Madison, WI, US, is currently a Manager, Retirement Specialists at TruStage. Chad Lay brings experience from previous roles at CUNA Mutual Group and Principal Financial Group. Chad Lay holds a 1995 - 1997 Bachelor of Science (B.S.) in Business Administration and Management, General @ Upper Iowa University. With a robust skill set that includes Problem Solving, Negotiation, Presentations, Plan Design, Customer Relationship Management (CRM) and more. Chad Lay has 2 emails and 1 mobile phone numbers on RocketReach.
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