Chad Greenberg
Owner @Navigate Tax & Accounting Advisors
Denver, CO, US
EMAILS
c•••@navigatetax.com
MOBILE NUMBERS
+13•••••••94
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WORK HISTORY
Sep 2022 — Present
Owner @Navigate Tax & Accounting Advisors
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EDUCATION
1992 — 1996
University of Colorado Denver
Accounting, Business, Accounting
SKILLS
Financial ServicesPortfolio ManagementAsset ManagementExecutive ManagementEquitiesEquity ValuationBloombergSeries 7Wealth ManagementInvestor RelationsPrivate EquitySeries 63Risk ManagementMergers & AcquisitionsAlternative InvestmentsValuationBusiness DevelopmentAsset AllocationEquity ResearchFinancial PlanningFinanceOptionsFinancial ModelingSecuritiesDerivativesMutual FundsVenture CapitalInvestment StrategiesCapital MarketsAsset ManagmentFundingCapitalHedge FundsDue DiligenceCorporate DevelopmentFixed IncomeSec FilingsCommodityStrategic Financial PlanningInvestments
ABOUT CHAD GREENBERG
Investment advisory services offered through Geneos Wealth Management, Inc. a Registered…
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