Chad G. Email & Phone Number

Nashville, Tn, Us

Nashville Metropolitan Area

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Real Estate Development, Rentals, Investment Properties, Project Management, Capital Raising, Tenant Improvements

Nashville, Tennessee, United States

Nashville, Tennessee, United States

Intelligize is the leading provider of best-in-class content, exclusive news collections, regulatory insights, and powerful analytical tools for compliance and transactional professionals.Intelligize offers a web-based research platform that ensures law firms, accounting firms, corporations and other organizations stay compliant with government regulations, build stronger deals and agreements, and deliver value to their shareholders and clients.As the pace of change continues to grow in today’s complex regulatory environment—so do your challenges. And for every challenge, we have the best-in-class content, exclusive news collections, regulatory insights and powerful analytical tools to help you meet disclosure requirements with more efficiency, more insight and more certainty.Harness the combined power of Intelligize and Lexis® Securities Mosaic®, along with the knowledge of our industry experts, to stay compliant, build stronger deals, and deliver value to your shareholders or clients.More content – search millions of securities-related documents, including regulatory material from more than 50 agenciesMore efficient analysis – spend less time searching and more time gaining insight with powerful, proprietary analytical toolsMore awareness – stay current with daily securities news including SEC updates, blog posts and memos, plus follow the latest federal rulemaking releasesMore support – tap into deep expertise with research support and training from the industry’s most trusted and experienced compliance professionals

Nashville, Tennessee, United States

Phoenix, Arizona Area

Assist and guide clients in regards to Employer Responsibilities. Recommend how employers can implement best business practices in order to avoid Federal and State compliance penalties. Help businesses recognize if they are unknowingly violating Employment Labor Laws, Compliance requirements, Time/Wage/Hour regulations, Workplace policies, OSHA/Safety necessities, Employee notifications, or other regulatory requirements. Present the HR outsourcing products and services provided by ADP Resource and TotalSource, including employee handbooks, employee management solutions, our ASO outsourced HR Solution and PEO.

New York, Ny & Phoenix, Az

• Developed enduring relationships with clients by providing expert guidance for a lifetime of financial security.• Worked with individuals and small business owners to create financial plans through a comprehensive needs-based approach.

New York, Ny

• Served as liaison between Sales and Trading, counterparties (back offices of hedge funds, money managers and insurance companies) and Compliance to open accounts, and settled trades ($100,000 to $25 million) for a regional investment banking and brokerage firm.• Covered accounts for the sales team to provide backup support and ensure continuous client service, establishing and growing relationships and facilitating trades when necessary.• Oversaw trade settlements T+3, including confirming trade details with clients and internal departments, and obtaining allocation instructions to ensure timely settlements.• Created and maintained reports for the sales team, including daily trade statuses, positions sought by counterparties and large, varied trade requests by single counterparties.• Led initiative to enable trading of Canadian securities with Canadian customers as part of firm’s effort to strengthen institutional services, and communicated regularly with senior management. - Developed processes and operations plan (consulted managing directors, internal and clients back offices and sales staff). - Researched Canadian securities laws and regulations and worked with in-house counsel to address issues. - Developed and led training for all sales liaisons and wrote operations guidelines.

New York, Ny

• Assisted with audits, tax return preparation and identified areas for tax credits, exemptions and deductions for financial institutions including AIG, Met Life, Prudential, AXA and BNY Mellon, for a leading global professional services firm. • Analyzed financial information to ensure accuracy of figures required for tax filings, created comprehensive spreadsheets with key data from financial statements and verified accuracy of figures provided by clients for tax filings through complex replication process.• Reviewed Notes and Comments sections on 10Q and quarterly reports in preparation for client filings.• Co-managed consulting project to help a large client improve internal processes to enable more efficient tax preparation, serving as primary liaison between internal team and client, and creating and overseeing project timeline and deadlines.

Bs, Finance, Cum Laude

Activities and Societies: Men's Varsity Basketball Team, Student Athlete Advisory Committee, Pat's Run Volunteer

Managerial Economics

Activities and Societies: Men's Varsity Basketball Team