Chad Roland Email & Phone Number
Chartered Retirement Plan Specialist and Financial Advisor @ PacNorth Retirement Group
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Chad Roland Location
- Spokane, WA, US
Chad Roland Work
- 2019 -now Chartered Retirement Plan Specialist and Financial Advisor @
- 2011 -2019 Chartered Retirement Plan Specialist; Financial Advisor @ RDH Investment Group
- 1997 -2011 Senior VP, Financial Consultant @
Chad Roland Education
- Brigham Young University
Bachelor of Science (BS) (Finance, General)
1994-1999
Chad Roland Skills
- Series 7
- 401k Vendor Competitive Analysis and Search
- Microsoft Excel
- 401k Plan Consulting
- Financial Advisory
- Securities
- 401k Participant Education
- Retirement Planning
- Microsoft Word
- Finance
- 401k Investment Selection and Monitoring
Chad Roland Summary
- Chad Roland, based in Spokane, WA, US, is currently a Chartered Retirement Plan Specialist and Financial Advisor at PacNorth Retirement Group / LPL Financial. Chad Roland brings experience from previous roles at RDH Investment Group and D.A. Davidson & Co.. Chad Roland holds a 1994 - 1999 Bachelor of Science (BS) in Finance, General @ Brigham Young University. With a robust skill set that includes Series 7, 401k Vendor Competitive Analysis and Search, Microsoft Excel, 401k Plan Consulting, Financial Advisory and more. Chad Roland has 2 emails and 2 mobile phone numbers on RocketReach.
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