Chad Simmons Email & Phone Number
Vice President-Advisory Solutions Group @ RBC Global Asset Management
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Chad Simmons Location
- Boston, MA, US
Chad Simmons Work
- 2012 -now Vice President-Advisory Solutions Group @
- 2008 -2012 Internal Wholesaler and Team Leader @
- 2007 -2008 Mutual Fund Operations Representative @
- 2002 -2008 Sales @
Chad Simmons Education
- Boston University
CFP (Finance)
2009-2010 - Bridgewater State University
B.A (Finance and Accounting)
2002-2006 - Bridgewater-Raynham 1999-2002
Chad Simmons Skills
- Mutual Funds
- Investments
- Series 63
- Series 7
- Asset Allocation
- Alternative Investments
- Fixed Income
- Series 6
- Separately Managed Accounts
- Microsoft Excel
- Sales
- Customer Service
- Absolute Return
- Closed-end Funds
- ETFs
- Municipal Bonds
- FINRA
- PowerPoint
- Microsoft Word
- Management
- Financial Planners
- Statistics
- Series 66
- Series 79
- Structured Notes
- Estate Planning
- Tax-advantaged Investment Strategies
- CRM
- Series 3
- Investment Strategies
- Retirement
- Financial Planning
- Portfolio Management
- Global Asset Management
- RIA
- Research
- Business Development
- Microsoft Office
- Wire
- Family Office
- Closed End Funds
- Sales Management
- Strategic Planning
- Tax Advantaged Investment Strategies
Chad Simmons Summary
- Chad Simmons, based in Boston, MA, US, is currently a Vice President-Advisory Solutions Group at RBC Global Asset Management (U.S.) Inc.. Chad Simmons brings experience from previous roles at Eaton Vance and Costco Wholesale. Chad Simmons holds a 2009 - 2010 CFP in Finance @ Boston University. With a robust skill set that includes Mutual Funds, Investments, Series 63, Series 7, Asset Allocation and more. Chad Simmons has 3 emails and 1 mobile phone numbers on RocketReach.
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