Chad Greenway
Wealth Management Advisor at TIAA
- Role
- Wealth Management Advisor at TIAA
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Wealth Management Advisor
Oct 2017 — Present · Omaha, NE, US
Education
University of Nebraska-Lincoln
Bachelor of Arts (BA)
2000 — 2004
Skills
- Retirement Planning
- Fraud Detection
- Lean Transformation
- Finra
- Securities Fraud
- 401k
- Aml
- Relationship Management
- Risk Management
- Series 63
- Investment Advisory
- Series 66
- Financial Services
- Series 7
- Trading
- Sales
- Salesforce.com
- Securities
- Equities
- Uniform Combined State Law
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