Chad Albert

Chad Albert Email and Phone Number

AVP, Client Success @ LPL Financial
Phoenix, AZ, US
Chad Albert's Location
Greater Phoenix Area, United States
Chad Albert's Contact Details

Chad Albert personal email

n/a
About Chad Albert

• Reputable professional with over 15 years of experience in the financial sales & services industry • Expert knowledge of retirement accounts and small business retirement plans (SEP, SIMPLE, QRP, I401k, Defined Benefit), including QRP amendments and restatements • Strong communication skills; regularly navigating and explaining complex subjects with a positive attitude, enthusiasm, and professionalism • Adept in developing and maintaining relationships with clients and key business partners• FINRA/NASD Series 7 and Series 63, Series 9 and Series 10

Chad Albert's Current Company Details
LPL Financial

Lpl Financial

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AVP, Client Success
Phoenix, AZ, US
Website:
lpl.com
Employees:
14027
Chad Albert Work Experience Details
  • Lpl Financial
    Avp, Client Success
    Lpl Financial
    Phoenix, Az, Us
    View
  • Lpl Financial
    Manager
    Lpl Financial Oct 2024 - Present
    View
  • Guava
    Head Of Customer Support & Success
    Guava Dec 2022 - Sep 2023
    Spearheaded the creation of the Support & Success Team at a FinTech startup, from inception to scaling - driving rapid company growth in line with strategic objectives.
    View
  • Kinly
    Director Of Customer Success - Investments
    Kinly Feb 2022 - Sep 2022
    United States
    View
  • Robinhood
    Customer Experience Team Lead
    Robinhood Feb 2021 - Feb 2022
    View
  • Robinhood
    Cxr
    Robinhood Aug 2020 - Feb 2021
    View
  • Charles Schwab
    Proactive Outreach Consultant
    Charles Schwab Aug 2014 - Aug 2020
    View

Chad Albert Skills

Leadership Customer Experience Retirement Services Team Building Consultative Selling Consulting Client Relations Business Relationship Management Sales Financial Planning People Development Investments Relationship Builder With Unsurpassed Interpersonal Skills Vendor Management Team Leadership Investor Relations Retirement Plan Consulting Customer Relationship Management Financial Services Microsoft Office Customer Experience Management Qualified Retirement Plans Microsoft Excel Training Customer Service Customer Support Interpersonal Skills Project Management Coaching Small Business Retirement Planning

Chad Albert Education Details

Frequently Asked Questions about Chad Albert

What company does Chad Albert work for?

Chad Albert works for Lpl Financial

What is Chad Albert's role at the current company?

Chad Albert's current role is AVP, Client Success.

What is Chad Albert's email address?

Chad Albert's email address is ch****@****ood.com

What schools did Chad Albert attend?

Chad Albert attended North Carolina Agricultural And Technical State University.

What skills is Chad Albert known for?

Chad Albert has skills like Leadership, Customer Experience, Retirement Services, Team Building, Consultative Selling, Consulting, Client Relations, Business Relationship Management, Sales, Financial Planning, People Development, Investments.

Who are Chad Albert's colleagues?

Chad Albert's colleagues are Jeena Desai, Michael Ruggieri, Prashanth S, Laura Veeneman Bare, Cfp®, Cdfa™, Roger Irwin, Ellen Anthony, Chad Fratto.

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