Chad Lively

Role
Lead Financial Planner at Lively Financial
Location
Cincinnati, OH, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Chad Lively

As the Lead Financial Planner at Lively Financial, I help clients achieve their financial…

Experience

  1. Lead Financial Planner

    Lively Financial

    Dec 2022 — Present

Skills

  • Culinary Skills
  • Speed Reading
  • Working with Clients
  • Follow Directions
  • Managing Workflow
  • Social Listening
  • Microsoft Word
  • Microsoft Excel
  • Managerial Finance
  • Administrative Assistance
  • Powerpoint
  • Business Management
  • Microsoft Office
  • Team Leadership
  • Business Process Improvement
  • Financial Services
  • Business Development
  • Writing
  • A++
  • Smart Working
  • Public Speaking
  • Reading Comprehension
  • Microsoft Publisher
  • Business Strategy
  • Leadership

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Chad Lively — Lead Financial Planner at Lively Financial in Cincinnati, OH, US | Unifers