Chad Simmons

Vice President-advisory Solutions Group @Rbc Global Asset Management

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.

Bridgewater State University

B.A, Finance and Accounting

Boston University

CFP, Finance