Chad Lee Email & Phone Number
Wealth Advisor @ Old National Wealth Advisors
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Chad Lee Location
- Madison, WI, US
Chad Lee Work
- 2025 - now Wealth Advisor @
- 2021 - 2025 Financial Consultant @
- 2021 - 2021 Market Director @
- 2019 - 2021 Regional Development Leader @
- 2014 - 2019 Financial Advisor @
- 2011 - 2013 VP Sales and Marketing @ KrunchThat, Inc.
- 2009 - 2012 Candidate 2010 and 2012 Election Cycles @ Chad Lee for Congress 2012
- 2007 - 2011 MARKETING MANAGER @ Better Butler Cleaning, LLC
- 2006 - 2007 BUSINESS DEVELOPMENT SPECIALIST @ The Information House (ihouse)
Chad Lee Education
- The Leadership Institute 2008 - 2008
- Brotherhood Mutual Insurance Company 2008 - 2008
- Olivet Nazarene University
Chad Lee Skills
- Leadership
- Management
- Strategic Planning
- Public Speaking
- Business Development
- Marketing
- Team Building
- Sales
- Marketing Strategy
- Fundraising
- Investments
- Small Business
- Public Relations
- Social Networking
- Social Media
- Training
- Retirement Planning
- 401k Rollovers
- Employee Benefits
- Financial Planning
- Life Insurance
- Long Term Care Insurance
Chad Lee Summary
- Chad Lee, based in Madison, WI, US, is currently a Wealth Advisor at Old National Wealth Advisors. Chad Lee brings experience from previous roles at Fidelity Investments, Thrivent and Baird. Chad Lee holds a 2008 - 2008 The Leadership Institute. With a robust skill set that includes Leadership, Management, Strategic Planning, Public Speaking, Business Development and more. Chad Lee has 3 emails and 1 mobile phone numbers on RocketReach.
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