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
Lead Financial Planner
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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