Chad S. Carnahan Email & Phone Number

Portland

Develop and strengthen relationships with M Member Firms through proactive and reactive engagement to understand their needs and help support them in their business. Serve as the Wealth Solutions point of contact for Member Firms advisors and staff to receive general and specific inquiries and deliver an above-and-beyond customer experience. Employ critical thinking and open-ended questions to identify the underlying goal of incoming requests. Advocate for Member Firms with a focus on improving… Show more Develop and strengthen relationships with M Member Firms through proactive and reactive engagement to understand their needs and help support them in their business. Serve as the Wealth Solutions point of contact for Member Firms advisors and staff to receive general and specific inquiries and deliver an above-and-beyond customer experience. Employ critical thinking and open-ended questions to identify the underlying goal of incoming requests. Advocate for Member Firms with a focus on improving the advisor experience and creatively identify solutions for unique scenarios. Draw from experiences to identify opportunities and areas of service improvement across Wealth Solutions and M Financial Group. Collaborate with other business units to create tools, resources, and training material based on these interactions. Understand the needs of M Member Firms and help them in serving their clients and growing their firms. Serve as the team subject matter expert for account opening and serving requests relating to M securities and custodian processes and requirements. Coordinate with the Client Operations and Investment Operations teams, as well as other Wealth Solutions team members and our custodian partners. Collaborate with team members and other Wealth Solutions teams to identify and recommend improvements to operational processes and systems. Crosstrain with members to gain knowledge in public communications review and advisor platforms and tools to further Member Firm Support. Show less

Portland, Oregon

The responsibilities of the Network Office Investment Operations Specialist was to build out and be an advocate for efficient operational process for the office. Was responsible for partnering with the field supervisor and home office to ensure processes are compliant. Oversaw the administrative functions of the investment operations by maintaining required compliance records in accordance with securities industry rules. Responsible for training and overseeing the operational activities of the… Show more The responsibilities of the Network Office Investment Operations Specialist was to build out and be an advocate for efficient operational process for the office. Was responsible for partnering with the field supervisor and home office to ensure processes are compliant. Oversaw the administrative functions of the investment operations by maintaining required compliance records in accordance with securities industry rules. Responsible for training and overseeing the operational activities of the Network Office, including work performed by representatives, their staff an office related to order processing, account set up and maintenance, check deposits, funds disbursements and service requests and OSJ regulatory filing in accordance with firm and regulatory policies and procedures, and coordinates backup support. Other responsibilities included identifying process improvements in investment operations and participating in the development of operational skills for the people working in investments. Lastly helped under 5 year Advisors navigate getting their investment licenses as well as the internal checklist required to be completed by NM home office. Built out the monthly investment open office hours with veteran Advisors and the 6 month rotating knowledge sessions to help develop our under 5 year Advisors in this space. Show less

Portland, Oregon Metropolitan Area

Helped the Director of Network Office Supervision and the Managing Partner in shaping the culture of compliance in the office as well as helping develop the supervision strategy and risk management approach for the office. Used personal experiences to evaluate risk and anticipate needs of the office and it's team members. Constantly looked for new ways to improve efficiency while having the ability to motivate and lead others.

Oregon, United States

The responsibility of the Director of Training is to educate and develop financial representatives, financial representative staff, and network office staff. This leadership role partners with all other network office leadership to assess the developmental needs of each area, implement training and development strategies and programs across those areas, monitor and evaluate results, and resolve training issues to help build and retain talent within the company.

200 Sw Market St. Suite 1600 Portland, Or 97201

CRC Director is an entrepreneurial leader in running the network office's Client Relations Center as a business unit and was responsible for ensuring that the financial security needs of the unassigned clients base are met. The CRC Director coaches and supports a team of financial representatives who reconnect with the unassigned clients to build financial security through planning, service and sales.

200 Sw Market St Suite 1600 Portland, Or 97201

We will work with you to help identify your goals by making sure that we understand what's important to you and your loved ones, where you are today and where you want to be in the future. Then we'll analyze your financial situation, develop your own personalized plan and make recommendations as if we are sitting in your shoes to help you and your family achieve financial security. We'll help bring your plan to life by helping you implement the strategies that we come up with together. Since… Show more We will work with you to help identify your goals by making sure that we understand what's important to you and your loved ones, where you are today and where you want to be in the future. Then we'll analyze your financial situation, develop your own personalized plan and make recommendations as if we are sitting in your shoes to help you and your family achieve financial security. We'll help bring your plan to life by helping you implement the strategies that we come up with together. Since financial planning is not a one time event we will consistently review your plan together throughout your lifetime because even small changes can make an impact on your future. We'll help you adjust your plan as needed to help you stay on track. Show less

Mcminnville/Newberg, Oregon

I started my career looking for an opportunity that had a strong management training program that would help build a foundation that I could work with going forward. After quickly working my way up I ended in a position where I managed all aspects of business operations between the McMinnville and Newberg offices. I acted as the lead relationship manager for all accounts, customers and employees. My responsibilities included training and developing staff in sales, operations, negotiating… Show more I started my career looking for an opportunity that had a strong management training program that would help build a foundation that I could work with going forward. After quickly working my way up I ended in a position where I managed all aspects of business operations between the McMinnville and Newberg offices. I acted as the lead relationship manager for all accounts, customers and employees. My responsibilities included training and developing staff in sales, operations, negotiating contracts, logistics management and fleet planning, business development, strategic marketing, event and incentive program implementation as well as the managing of our accounts receivable. Show less

Bachelor Of Science (B.S.), Psychology

Graduated with a Bachelor of Science in Psychology that focused more in business psychology and how it pertains to companies and it's.

Bachelor’S Degree, Psychology

Activities and Societies: Delta Sigma Phi Started my undergrad degree by taking pre-requisite courses that were needed in order to advance.

High School

Activities and Societies: Football, Basketball and Track & Field.

High School

Activities and Societies: Basketball