Chuck Read Email & Phone Number

Centennial, Co

As a Client Coordinator with FFG Retirement Counseling, I am involved in every step of our clients’ journeys. Acting as the point of contact for each client allows me to establish and build strong relationships. Every client is different, so we developed our planning services and investment management to fit all needs. The dream of retiring is exciting and full of possibilities, yet it can be completely overwhelming. I serve as the accountability expert on our team, enabling effective processes to enhance our client experiences. We offer planning and investment management to help successfully navigate the years before, during, and after your transition into retirement. I truly enjoy working with clients on their life goals and celebrating with them as they live out their ideal retirement. Let me help you reach your goals; contact me at cread@ffgusa.net.

I joined the MassMutual Financial Group as a Financial Services Professional. I was responsible for meeting with clients to discuss financial goals, investment timelines and risk tolerance. I recommended MassMutual services and products to best meet our client needs. These included:• Life and Health Insurance planning• Retirement and estate planning• Long term care insurance• Benefits preparation• College funding• Business continuationMy specialty was providing financial advice while building relationships with clients. I conducted extensive fact gathering and needs analyses to provide comprehensive financial care to each and every client.

Greater Denver Area

I served as a Loan Officer and Team Leader at Allied Capital Mortgage Company. I evaluated, authorized and recommended approval of home mortgage origination loans. My primary focus was conforming mortgage markets, with an emphasis on new purchases and residential refinancing. I was promoted to Team Leader within the first six months of employment. As Team Leader, I managed, trained and motivated other Loan Officers to excel.

Greater Denver Area

In my role of National Account Manager with Hobart Corporation, I implemented strategic initiatives for national account chain customers. I developed and executed action plans to increase sales volume. I designed specific channel strategies in order to maintain our company leadership position within our key national chain accounts such as Arby’s, Quizno’s, Rock Bottom Restaurants and Steak & Shake. I was responsible for: • Successfully growing a $4.9M territory into a $6.5M territory• Increasing sales by 50% - reversing a downward trend for Hobart• Managing a budget of 6.5 million dollars as well as five employees• Training field franchisees and corporate store owned accounts

Greater Denver Area

As a Territory Sales Manager for Hobart Corporation, I directed food service sales for Colorado, New Mexico and West Texas. Within this territory, I managed all sales functions with dealers, consultants and end-users. I offered new products and brand awareness resulting in a sales growth of more than one million dollars. My goal was to strengthen brand awareness while increasing sales numbers – many times achieving 110% growth. I oversaw a budget of over four million dollars, while leading a staff of three employees.