Chad Codak
Client Service Associate II at BCU Wealth Advisors, LLC
- Role
- Client Service Associate Ii at Bcu Wealth Advisors, Llc
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
About Chad Codak
Securities are offered through LPL Financial (LPL), a broker-dealer (member FINRA/SIPC)…
Experience
Client Service Associate Ii
Apr 2022 — Present · Vernon Hills, IL, US
Education
Northeastern Illinois University
Bachelor of Science - BS
Skills
- Budgets
- Finance
- Microsoft Excel
- Accounting
- Leadership
- Microsoft Office
- Time Management
- Forecasting
- Financial Reporting
- Analysis
- Analytics
- Word
- Microsoft Word
- Outlook
- Accounts Payable
- Project Planning
- Financial Analysis
- Cash Flow
- Training
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