Chad S. Carnahan
Regional Wealth Consultant
- Role
- Regional Wealth Consultant at M Financial Group
- Location
- Portland, OR, US
- LinkedIn followers
- 500 followers
About Chad S. Carnahan
Securities offered through M Holdings Securities, Inc. A Registered Broker/Dealer, Member…
Experience
Regional Wealth Consultant
Sep 2024 — Present
Develop and strengthen relationships with M Member Firms through proactive and reactive engagement to understand their needs and help support them in their business. Serve as the Wealth Solutions point of contact for Member Firms advisors and staff to receive general and specific inquiries and deliver an above-and-beyond customer experience. Employ critical thinking and open-ended questions to identify the underlying goal of incoming requests. Advocate for Member Firms with a focus on improving the advisor experience and creatively identify solutions for unique scenarios. Draw from experiences to identify opportunities and areas of service improvement across Wealth Solutions and M Financial Group. Collaborate with other business units to create tools, resources, and training material based on these interactions. Understand the needs of M Member Firms and help them in serving their clients and growing their firms. Serve as the team subject matter expert for account opening and serving requests relating to M securities and custodian processes and requirements. Coordinate with the Client Operations and Investment Operations teams, as well as other Wealth Solutions team members and our custodian partners. Collaborate with team members and other Wealth Solutions teams to identify and recommend improvements to operational processes and systems. Crosstrain with members to gain knowledge in public communications review and advisor platforms and tools to further Member Firm Support.
Education
Portland State University
Bachelor of Science (B.S.), Psychology
2003 — 2006
Southridge High School
High School
2000 — 2001
Aloha High School
High School
1998 — 1999
University of Oregon
Bachelor’s Degree, Psychology
2001 — 2003
Skills
- Sales
- Employee Engagement
- Customer Service
- Team Building
- Employee Management
- Marketing
- Employee Training
- Time Management
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