Director Of Business Development
CurrentI am leading Business Development and developing our go-forward asset retention strategy while managing the Solution Center, Trading and Investment Services.
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Chapin Mcanally is listed as Director, Business Development, Nationwide Financial at Nationwide Financial, a with 3455 employees, based in Sunbury, Ohio, United States. AeroLeads shows a matched LinkedIn profile for Chapin Mcanally.
Chapin Mcanally previously worked as Director Of Business Development at Nationwide Financial and Sr Consultant, Business Development at Nationwide Financial. Chapin Mcanally holds Bachelor Of Arts (B.A.), Economics & Spanish from Amherst College.
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20+ years of financial services experience with leadership roles in Investor Relations, Supervision, Compliance, Project Management and Business Development. Currently, Director of Business Development for the Nationwide affiliated brokerage Firm, building relationships with our sales partners and growing a Solutions Center, Trade Desk and Client Services Team. Extensive knowledge of sales and suitability for mutual funds, private placements, variable annuities, equity-indexed annuities, variable universal life, alternative investments, 529 Plans and advisory services. Series 7, 63, 66, 24, 4 & 53
Listed skills include Hold Series 7, Series 24, Series 63, Series 4, and 3 others.
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Columbus, Ohio, United States
I am leading Business Development and developing our go-forward asset retention strategy while managing the Solution Center, Trading and Investment Services.
Columbus, Ohio Area
• Responsible for supervising all Registered Representatives (“RR”) in Tennessee• Guide RRs through new hire onboarding, new business suitability process, advertising approval, sales contest review, branch audit process & other areas of Compliance• Drive internal surveillance system enhancements• Partner with field sales management
Columbus, Ohio Area
• Responsible for completing over 30 branch audit in a year and demonstrating intimate knowledge of RR and IAR office requirements• Implemented technology-based solutions for monitoring high risk transactions in trade alert system by developing compliance rule logic, testing surveillance alerts and activating a formalized change management process
Greater San Diego Area
• Established scope and training plan for the department’s risk-mitigating initiatives• Performed initial review of new candidates prior to registration with firm and provided recommendation
Greater San Diego Area
• Responsible for reviewing trade exception reports, email correspondence, new business suitability, advertising, seminars, gifts & gratuities, cash/non-cash compensation and licensing requirements
Harrison, Ny
• Managed requests from and reporting to over 500 clients by providing individual account service, monthly account statements, fund performance summaries, as well as liaising between clients and the offshore administrator
Other employees you can reach at nationwidefinancial.com. View company contacts for 3455 employees →
Thomas Gardler
Colleague at Nationwide FinancialMarcus Hook, Pennsylvania, United States
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Dan Bednar
Colleague at Nationwide FinancialWaukesha, Wisconsin, United States
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MM
Marc Metzger
Colleague at Nationwide FinancialPowell, Ohio, United States
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Heath Delong
Colleague at Nationwide FinancialColumbus, Ohio Metropolitan Area, United States
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Stefanie Almada
Colleague at Nationwide FinancialScottsdale, Arizona, United States
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JD
Joe Dent
Colleague at Nationwide FinancialAurora, Ohio, United States
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MM
Matt Mcgraw
Colleague at Nationwide FinancialWashington Dc-Baltimore Area, United States
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RD
Richard Distelhorst
Colleague at Nationwide FinancialTybee Island, Georgia, United States
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SJ
Susan Jackson
Colleague at Nationwide FinancialFrisco, Texas, United States
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YD
Yi Diao
Colleague at Nationwide FinancialGreater Cleveland, United States
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Quick answers generated from the profile data available on this page.
Chapin Mcanally works for Nationwide Financial.
Chapin Mcanally is listed as Director, Business Development, Nationwide Financial at Nationwide Financial.
Chapin Mcanally is based in Sunbury, Ohio, United States while working with Nationwide Financial.
Chapin Mcanally has worked for Nationwide Financial, Jpmorgan Chase & Co., First Allied Securities, Inc., and Mariner Investment Group, Llc.
Chapin Mcanally's colleagues at Nationwide Financial include Thomas Gardler, Dan Bednar, Marc Metzger, Heath Delong, and Stefanie Almada.
You can use AeroLeads to view verified contact signals for Chapin Mcanally at Nationwide Financial, including work email, phone, and LinkedIn data when available.
Chapin Mcanally holds Bachelor Of Arts (B.A.), Economics & Spanish from Amherst College.
Chapin Mcanally is listed with skills including Hold Series 7, Series 24, Series 63, Series 4, Series 66, Series 53, and Spanish.
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