Chad Simmons
Vice President-Advisory Solutions Group at RBC Global Asset Management (U.S.) Inc.
- Role
- Vice President-advisory Solutions Group at Rbc Global Asset Management
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Chad Simmons
FINRA 3,6,7,63,66 and 79 licensed 17 years of investment experience Sales…
Experience
Vice President-advisory Solutions Group
Dec 2012 — Present · Boston, MA, US
Grow distribution for RBC via a strategic effort focused on investment platforms (RIA, Wealth Management, Retirement and Family Office).• Manage relationships to build ongoing revenue opportunities with this market segment.• Deliver effective presentations for new business and reviews and have the ability to manage meetings and deliver responsive follow up.• Collaborate and work well within the institutional sales team structure.• Stay aware of market trends, new products to market, competitors\' performance, searches in the marketplace and any movement with current client portfolios.• Proactively manage expenses and costs.
Education
Bridgewater State University
B.A, Finance and Accounting
2002 — 2006
Boston University
CFP, Finance
2009 — 2010
Skills
- Series 7
- Series 3
- Investments
- Series 79
- Absolute Return
- Estate Planning
- Finra
- Closed-End Funds
- Sales
- Financial Planners
- Asset Allocation
- Mutual Funds
- Fixed Income
- Statistics
- Microsoft Word
- Structured Notes
- Etfs
- Powerpoint
- Microsoft Excel
- Series 6
- Tax-Advantaged Investment Strategies
- Series 66
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Municipal Bonds
- Retirement
- Management
- Customer Service
- Series 63
- Financial Planning
- Portfolio Management
- Crm
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