Chad Spencer Email & Phone Number
Senior Client Relationship Manager @ Partners Group
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Chad Spencer Location
- Tacoma, WA, US
Chad Spencer Work
- 2026 -now Senior Client Relationship Manager @
- 2022 -2026 Regional Director @
- 2020 -2022 Regional Vice President @
- 2013 -2020 Regional Vice President @
- 2010 -2013 Internal Wholesaler @
- 2008 -2010 Financial Advisor @
- 2007 -2007 Intern @
Chad Spencer Education
- University of Washington
BA (Sigma Chi Fraternity - Recruitment Chair)
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 Sigma Chi Fraternity - Recruitment Chair @ 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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