Chadwick Proctor
- Role
- Bny Wealth
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Chadwick Proctor
I have nearly 20 years of experience in the financial services industry working with high…
Experience
Present
Education
University of Washington School of Law
LLM, Tax law; an emphasis in estate planning and business
2005 — 2006
The University of North Carolina at Chapel Hill
B.A, Economics and Political Science
1998 — 2002
Saint Thomas University School of Law
J.D, Law
2002 — 2004
Skills
- Financial Planning
- Mortgage Lending
- Trusted Advisor
- Wealth Management
- Trust
- Tax Law
- Banking
- Estate Law
- Financial Advisory
- Real Estate
- Estate Planning
- Tax
- Finance
- High Net Worth Individuals
- Portfolio Management
- Credit
- Investments
- Commercial Lending
- Financial Services
- Asset Management
- Trusts
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