Chad Spencer Email & Phone Number
Senior Client Relationship Manager @ Partners Group
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Chad Spencer Location
- Tacoma, WA, US
Chad Spencer Work
- Senior Client Relationship Manager @ (May 2026 - Present)
- Regional Director @ (October 2022 - May 2026)
- Regional Vice President @ (November 2020 - October 2022)
- Regional Vice President @ (April 2013 - November 2020)
- Internal Wholesaler @ (August 2010 - April 2013)
- Financial Advisor @ (August 2008 - June 2010)
- Intern @ (January 2007 - September 2007)
Chad Spencer Education
- University of Washington
BA (Economics/Political Science)
2004-2008
Chad Spencer Skills
- Investments
- Asset Allocation
- Mutual Funds
- Series 7
- Portfolio Management
- Finance
- Investment Strategies
- Wealth Management
- Alternative Investments
- Uniform Combined State Law
- Asset Managment
- Securities
- Asset Management
- Retirement Planning
- Series 63
Chad Spencer Summary
- Chad Spencer, based in Tacoma, WA, US, is currently a Senior Client Relationship Manager at Partners Group. Chad Spencer brings experience from previous roles at Future Standard, Transamerica, AIG and Russell Investments. Chad Spencer holds a 2004 - 2008 BA in Economics/Political Science @ University of Washington. With a robust skill set that includes Investments, Asset Allocation, Mutual Funds, Series 7, Portfolio Management and more. Chad Spencer has 2 emails and 1 mobile phone numbers on RocketReach.
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