Chad Borns
Vice President & Retirement Plan Consultant at Associated Bank
- Role
- Vice President & Retirement Plan Consultant at Associated Bank
- Location
- Neenah, WI, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Chad Borns
A high performing strategic thinking professional with over 30+ years of experience…
Experience
Vice President & Retirement Plan Consultant
Jan 2021 — Present
Education
University of Wisconsin-Milwaukee
Bachelor of Business Administration (BBA), Finance
1992
Skills
- Defined Contribution
- Leadership
- Series 63
- Series 7
- Series 6
- Insurance
- Investments
- Business Planning
- Customer Service
- Retirement
- 401k
- Employee Benefits
- Business Analysis
- Wealth Management
- Investment Advisory
- Financial Services
- Financial Advisory
- Defined Benefit
- Retirement Planning
- Profit Sharing
- Finra
- Pensions
- Retirement Plan Consulting
- Erisa
- Relationship Management
- 401(K) Retirement Savings Plans
- Mutual Funds
- Program Management
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