Chad Thomas Email & Phone Number

United States

Responsible for cultivating and maintaining strong business relationships with several publically-listed multi-million dollar clients.Daily preparation of time-sensitive client reports including share issuances, tax reconciliation, complex Access queries and building advanced Excel spreadsheets.Accountable for the preparation and execution of large client events including employee stock purchases, quarterly and annual dividends, and client proxy products.Resolution of client and participant inquires by conducting research and interfacing with various internal groups. Maintain business relationships with external partners through Employee Engagement initiatives.Comprehend and execute all specific details listed within a client's contract while evaluating best practice scenarios.

Supported the management and the operations of the supply chain while working directly with our trade partners and the Home Depot brand.Assisted with the selling and cross-promotion of our products and services.Handled customer support inquiries and resolved problems regarding product returns via telephone, fax and email in a call center environment.

Assisted new and current clients to meet their personal financial goals by providing a multitude of products that could be customer-built to each individual situation and monitor their progress. Calculated a client risk portfolio by interpreting their current personal and financial environment.Developed customer relations by supporting the local community.

Bachelors, Finance

Masters, Business Administration; Business Administration