Brad Butcher

Brad Butcher Email and Phone Number

Retired - Manager Education and Advice at Charles Schwab @ Charles Schwab
san francisco, california, united states
Brad Butcher's Location
Franklin, Tennessee, United States, United States
Brad Butcher's Contact Details

Brad Butcher work email

Brad Butcher personal email

n/a
About Brad Butcher

Experienced Manager with a demonstrated history of working in the financial services industry. Strong professional skilled in Retirement Planning, Mutual Funds, Securities Regulation, Trading, and Non-Qualified Deferred Compensation. Extensive understanding of 401(k), 403(b), ESPP, RSU and RSA plans. Experienced presenter that is comfortable teaching individuals and groups about various types of benefit programs.

Brad Butcher's Current Company Details
Charles Schwab

Charles Schwab

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Retired - Manager Education and Advice at Charles Schwab
san francisco, california, united states
Website:
schwab.com
Employees:
20505
Brad Butcher Work Experience Details
  • Charles Schwab
    Manager Education And Advice
    Charles Schwab Sep 2005 - Present
    Greater Nashville Area, Tn
    View
  • Valic
    Financial Advisor
    Valic 2003 - 2005
    Greater Nashville Area, Tn
    Managing group retirement plan relationships, while servicing existing plan participants in all aspects of financial planning. Conducting annual reviews to complete needs based analysis, and implement financial plans to appropriately structure sales opportunities. Marketing financial products and retirement plans to individual and group prospects. -Service, retain and grow client assets with Section 403(b), 401(k), and 457(b) plans. -Increase market penetration in existing group business. -Marketing and selling group retirement plans to governmental, non-profit, and for-profit organizations.
    View
  • Charles Schwab
    Regional Investor Education Specialist
    Charles Schwab 1999 - Feb 2003
    View
  • Charles Schwab
    Financial Consultant
    Charles Schwab 1997 - 1999
    Knoxville And Brentwood, Tennessee Area
    View
  • Charles Schwab
    Retail Client Services Registered Representative
    Charles Schwab 1992 - 1997
    Indianapolis, Indiana Area
    View

Brad Butcher Skills

Retirement Planning Financial Services Financial Planning Portfolio Management Finance Mutual Funds Investments Series 7 Series 66 Series 63 Adult Education 401 Retirement Savings Plans Qualified Retirement Plans Non Qualified Deferred Compensation

Brad Butcher Education Details

Frequently Asked Questions about Brad Butcher

What company does Brad Butcher work for?

Brad Butcher works for Charles Schwab

What is Brad Butcher's role at the current company?

Brad Butcher's current role is Retired - Manager Education and Advice at Charles Schwab.

What is Brad Butcher's email address?

Brad Butcher's email address is br****@****wab.com

What schools did Brad Butcher attend?

Brad Butcher attended Michigan State University.

What skills is Brad Butcher known for?

Brad Butcher has skills like Retirement Planning, Financial Services, Financial Planning, Portfolio Management, Finance, Mutual Funds, Investments, Series 7, Series 66, Series 63, Adult Education, 401 Retirement Savings Plans.

Who are Brad Butcher's colleagues?

Brad Butcher's colleagues are Ryan Campbell, Msio, Nigel Lacewell, Paul Dunk, Jude Moon Phd, Adrian Cheang, Brooke Schulte, Greg Petrakis.

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