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

  1. Bny Wealth

    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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Chadwick Proctor — Bny Wealth in Seattle, WA, US | Unifers