Chad Hamilton
- Role
- Senior Vice President, Practice Management at Mariner
- Location
- Tulsa, OK, US
- LinkedIn followers
- 500 followers
About Chad Hamilton
I lead strategic initiatives to develop advisors and drive growth. This involves…
Experience
Senior Vice President, Practice Management
Feb 2021 — Present
I provide advisor training and development, implementation of best practices, and tools for business development and growth.
Education
Westminster College (PA)
Bachelor's degree, Business Administration & Economics
1993 — 1997
The American College of Financial Services
Chartered Advisor in Philanthropy
2014 — 2015
College for Financial Planning
Certified Financial Planner Designation, September 2003
The Exit Planning Institute
Certified Exit Planning Advisor (CEPA), Planning for Business Owners
Skills
- Wealth
- Wealth Management
- Strategic Financial Planning
- Financial Analysis
- Estate Planning
- Leadership
- Process Improvement
- Investments
- Due Diligence
- Strategy
- Risk Management
- Investment Management
- Credit Analysis
- Financial Planning
- Strategic Planning
- Financial Advisory
- Financial Planners
- Asset Management
- Investment Strategies
- Asset Allocation
- Retirement Planning
- Equities
- Mutual Funds
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