Chad Pearson Email & Phone Number
Managing Director, Private Wealth Advisor @ Rockefeller Capital Management
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Chad Pearson Location
- Wilmington, NC, US
Chad Pearson Work
- 2023 - now Managing Director, Private Wealth Advisor @
- 2009 - 2023 Senior Vice President - Decision Point Wealth Consulting @
- 1996 - 2009 VP, CFP Financial Advisor @
Chad Pearson Education
- UNC Kenan-Flagler Business School
BSBA (Business Administration)
1988 - 1993 - Alliance Manchester Business School
(European Economics)
1990 - 1991
Chad Pearson Skills
- Strategic Financial Planning
- Entrepreneurship
- Cfp
- Problem Solving
- Business Analysis
- Services
- Philanthropy
- Strategy
- Financial Services
- Wealth Management
Chad Pearson Summary
- Chad Pearson, based in Wilmington, NC, US, is currently a Managing Director, Private Wealth Advisor at Rockefeller Capital Management. Chad Pearson brings experience from previous roles at UBS Financial Services Inc. and Merrill Lynch. Chad Pearson holds a 1988 - 1993 BSBA in Business Administration @ UNC Kenan-Flagler Business School. With a robust skill set that includes Strategic Financial Planning, Entrepreneurship, Cfp, Problem Solving, Business Analysis and more. Chad Pearson has 2 emails and 4 mobile phone numbers on RocketReach.
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Chad Pearson
Managing Director, Private Wealth Advisor
Wilmington, NC, US
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