Chad Troester
Edward Jones Financial Advisor, Relationship Builder
- Role
- Financial Advisor at Edward Jones
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Chad Troester
Money is not a goal – it\'s a tool. Your goals are not driven by money but…
Experience
Financial Advisor
Jun 2024 — Present · Omaha, NE, US
Education
The American College
Professional Designation
Midland University
Bachelor's Degree
1992 — 1996
The American College
Chartered Leadership Fellow (CLF)
Gothenburg High School
High School
1989 — 1992
Skills
- Mutual Funds
- Recruiting
- Sales & Marketing
- Life & Health Insurance Licenses
- Finance
- Customer Relations
- Relationship Management
- Series 7
- Relationship Building
- Finra Series 65
- Marketing
- Series 63
- Leadership
- Variable Annuities
- Coaching
- Leadership Development
- Series 65
- Disability Insurance
- Training Delivery
- Insurance
- Series 24
- Retirement Planning
- Consultative Selling
- Sales Management
- Fixed Annuities
- Long-Term Care
- Finra Series 63
- Finra Series 7
- Management
- Team Leadership
- Webex
- Equity Indexed Annuities
- Microsoft Office
- Financial Planners
- Finra Series 24
- Disability Income Insurance
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