Chad Lee Email & Phone Number

Madison, WI, US

Boston, MA, US

I lead a team of talented individuals dedicated to enhancing our clients' financial well-being through productive and collaborative efforts. We proudly serve over 300 households, managing more than $650 million in Assets Under Administration (AUA) and $135 million in Assets Under Management (AUM), including adding ~$40 million in managed assets and ~$10.

Minneapolis, MN, US

o Expanded the market by attracting high-quality, diverse talent into financial professional roles, seeking new market opportunities.o Executed all aspects of a holistic fee-based financial practice and managed the consultative sales process, including lead generation, pipeline management, negotiation, and closing.o Led and inspired new financial.

Minneapolis, MN, US

Milwaukee, WI, US

o Managed over $100,000,000 in investable assetso Financial Planningo Retirement Planningo Wealth Management o IRA'so 401(k)s o Education Planning o Investment Accounts o Annuities o Retirement Distribution Strategies o Mutual Funds o Life Insurance o Estate Planning o Financial Advisor Our mission is to provide the best financial advice and service to our.

o Managed marketing and messaging activities, pricing, sales, and product development.o Successfully raised $600,000 in early-stage financing.o Negotiated contracts and agreements with suppliers.o Oversaw business operations and exceeded adoption targets during end-user launch phases.o Arranged appointments and presented to key decision makers, venture.

o Defeated primary opponent with 53% of the vote.o Achieved results 3%-5% better than statewide same-party candidates in the district.o Secured the highest total against a six-term incumbent since the 2000 redistricting.o Fundraised to support campaign efforts.o Established ongoing relationships with major business leaders and government officials.o.

o Conceptualized and implemented advertising campaign, growing sales 30% year-over-year.o Developed best practices to facilitate growth and quality control for residential and corporate clients.

o Developed and implemented sales and marketing strategies for companies with 100+ employees across the U.S.o Collaborated with teams on the conversion and implementation of HRIS applications in large corporate environments.

Bachelor'S Degree, Business Administration And Management, General

Leadership Certificate, Political Science And Campaigns

Product Knowledge, Property And Liability Insurance