Chad Goodrich work email
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Chad Goodrich personal email
Chad Goodrich is a Senior Service Specialist at Fidelity. He possess expertise in customer service, microsoft office, sales, retail, customer satisfaction and 4 more skills.
Fidelity
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Senior Service SpecialistFidelityHouston, Tx, Us
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Wealth Management SpecialistFidelity Jun 2022 - Present
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Associate Home AdvisorBetter Oct 2021 - Jun 2022New York, Ny, Us -
Private Client Investment ConsultantTd Ameritrade May 2020 - Oct 2021Omaha, Ne, Us -
Senior Trading Solutions SpecialistTd Ameritrade Mar 2019 - May 2020Omaha, Ne, Us
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Trading Solutions SpecialistTd Ameritrade Jun 2018 - Mar 2019Omaha, Ne, Us• Perform Platform demos for clients on active trader platforms such as think or swim.• Identify asset-retention and consolidation opportunities, introduce clients to different trading strategies. Asset retention for clients is related to both retirement accounts and individual taxable accounts.• Perform outbound calls, emails to make client’s aware of educational offerings for TD Ameritrade.
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Representative, Retail TradingTd Ameritrade Aug 2017 - Jun 2018Omaha, Ne, Us• Counsel and advise professional-level trader clients o Master and teach clients how to use the firms most complex trading platforms (including but not limited to: o Analyze and interpret client positions and market conditions to urgently present advantages and disadvantages of various strategies, allowing clients to find best solutions for their trading situationo Mentor clients around margin rules and calculations on equity and option positions and risk management• Educate firm’s associates and most active clients
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Investment Specialist 1Merrill Edge Sep 2016 - Aug 2017• Assist in working with clients' accounts, relating to service, trading, and technology issues. • Providing excellent customer support to our clients.• Assist in improving client's experience with our online trading platform. -
Senior Registered Phone RepresentativeMerrill Lynch May 2014 - Sep 2016New York, Ny, UsObtained Finra Series 7,63, and 66•Serves as point of contact for all 401(k) retirement plan related inquiries, As well as pension plans, Self Directed Brokerage account inquiries, and Equity award plans as well as Employee Stock Purchase Plans.•Mentors new hires from each training class•Processes fund transfers, trades and withdrawals from 401(k) plans,
Chad Goodrich Skills
Chad Goodrich Education Details
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University Of North FloridaFinance
Frequently Asked Questions about Chad Goodrich
What company does Chad Goodrich work for?
Chad Goodrich works for Fidelity
What is Chad Goodrich's role at the current company?
Chad Goodrich's current role is Senior Service Specialist.
What is Chad Goodrich's email address?
Chad Goodrich's email address is ch****@****ade.com
What schools did Chad Goodrich attend?
Chad Goodrich attended University Of North Florida.
What skills is Chad Goodrich known for?
Chad Goodrich has skills like Customer Service, Microsoft Office, Sales, Retail, Customer Satisfaction, Microsoft Excel, Inventory Management, Leadership, Team Building.
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