Chad Marentette
Financial advisor focused on serving individual investors
- Role
- Financial Advisor at Edward Jones
- Location
- San Diego County, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Chad Marentette
I\'m a financial advisor with Edward Jones, a financial-services firm dedicated to serving…
Experience
Financial Advisor
Oct 2015 — Present
Skills
- Communication
- Marketing Strategy
- Following Up
- Portfolio Review
- Cold Calling
- Sales Management
- Efficent
- Leadership
- Sales Presentations
- Lead Generation
- Customer Acquisition
- Estate and Legacy Strategies
- Marketing
- Strategic Planning
- Professional Phone Skills
- Customer Retention
- Follow-Through Skills
- Reliability
- Customer Service
- Leading Positive Change
- Sales
- Asset Allocation Strategies
- Customer Satisfaction
- Teamwork
- Persistence
- Time Management
- Business Strategy
- Property & Casualty Insurance
- Team Motivation
- Business Development
- Risk Assessment
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