Co-Founder @ Fiduciary Plan Advisors at Hightower (August 2014 - June 2021)
Director of Investment Consulting @ (July 2008 - August 2014)
Qualified Plan Investment Consultant @ Alliance Benefit Group - MidAtlantic (January 2005 - July 2008)
Qualified Plan Investment Consultant @ Oxford Associates (June 2002 - January 2005)
Scout and Sniper @ (June 1994 - June 1998)
Chad Wilson Education
Commonwealth University-Bloomsburg
BSBA (Finance)
1998-2002
College for Financial Planning
Chad Wilson Skills
Sniper
Business Intelligence
Portfolio Management
Negotiation
Chad Wilson Summary
Chad Wilson, based in Baltimore, MD, US, is currently a Market Principal, Financial Services at OneDigital. Chad Wilson brings experience from previous roles at OneDigital, Fiduciary Plan Advisors at Hightower, PSA Insurance & Financial Services and Alliance Benefit Group - MidAtlantic. Chad Wilson holds a 1998 - 2002 BSBA in Finance @ Commonwealth University-Bloomsburg. With a robust skill set that includes Sniper, Business Intelligence, Portfolio Management, Negotiation and more. Chad Wilson has 4 emails and 3 mobile phone numbers on RocketReach.
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