Chad Akselrad's Email & Phone Number
Financial Planner
Chad Akselrad's Email Addresses
Chad Akselrad's Work Experience
Thrive Capital Management, LLC
Financial Planner
May 2021 to Present
New York Life Insurance Company and NYLIFE Securities LLC
Senior Financial Specialist
January 2013 to April 2016
Financial Services (Self Employed)
Life Insurance Agent
June 2012 to January 2013
Navy Federal Credit Union
Member Services Specialist
April 2011 to February 2012
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Chad Akselrad's Education
Penn State Abington
January 2002 to January 2006
Council Rock High School North
January 1999 to January 2002
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Chad Akselrad's Professional Skills Radar Chart
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Chad Akselrad's Estimated Salary Range
About Chad Akselrad's Current Company
Citizens
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Frequently Asked Questions about Chad Akselrad
What company does Chad Akselrad work for?
Chad Akselrad works for Citizens
What is Chad Akselrad's role at Citizens?
Chad Akselrad is Assistant Vice President Premier Advisor
What is Chad Akselrad's personal email address?
Chad Akselrad's personal email address is c****[email protected]
What is Chad Akselrad's business email address?
Chad Akselrad's business email address is [email protected]***.***
What is Chad Akselrad's Phone Number?
Chad Akselrad's phone (215) ***-*244
What industry does Chad Akselrad work in?
Chad Akselrad works in the Financial Services industry.
About Chad Akselrad
💼 Past Experience
BackgroundChad Akselrad grew up in rural Virginia and earned his undergraduate degree in Economics from the University of Missouri-Columbia in 2008. He then completed his law degree at the University of Virginia in 2013 and became a lawyer. Akselrad started his own law firm in 2013, Thrive Capital Management, LLC.Work experiences at Thrive Capital Management, LLCIn April 2011, Chad Akselrad became a Member Services Specialist at Navy Federal Credit Union. He was responsible for providing education and awareness to customers in the financial services industry. Additionally, he was responsible for leading and training new employees.From September 2010 to February 2011, Chad Akselrad was a Personal Banker at Wells Fargo. His job was to help customers banking needs such as opening a checking account, reloading your account, or withdrew cash. He also was responsible for managing customer relationships.From August 2009 to September 2010, Chad Akselrad was a Relationship Banker at PNC. His job was to help customers resolve financial issues. He was also responsible for developing and implementing customer relationships strategies.From March 2009 to August 2009, Chad Akselrad was aClient Service Representative at Edcomm Banker's Academy. His job was to help customers with banking needs such as resolving account disputes, filing taxes, or returning money. Additionally, he was responsible for developing and implementing customer relationships strategies.From October 2019 to February 2021, Chad Akselrad was a Vice President Financial Advisor at HSBC. His job was to provide advice and guidance to clients in the financial services industry. He also was responsible for overseeing HSBC's operations and managing the company's risk.From December 2016 to March 2018, Chad Akselrad was a PrivateBanker at Wells Fargo. His job was to provide banking services to individual customers. He was also responsible for developing and implementing customer relationships strategies.From October 2019 to February 2021, Chad Akselrad was a Financial Planner at Thrive Capital Management, LLC. His job was to provide advice and guidance to customers in the financial services industry. Additionally, he was responsible for leading and training new employees.From January 2013 to April 2016, Chad Akselrad was an Assistant Vice President Premier Advisor at Citizens. His job was to provide independent advice and guidance to citizens. He was also responsible for leading and training new employees.From June 2012 to January 2013, Chad Akselrad was a Banking Specialist at Banking Industry. His job was to help customers find the best rate for2 loans, Billpay, or payday loans. Additionally, he was responsible for developing and implementing customer relationships strategies.Life Insurance Agent at Financial Services (Self Employed) from June 2012 to January 2013.Associate Advisor at Thrive Financial Services.Life Insurance Agent at Financial Services (Self Employed) from June 2012 to January 2013
🎓 Education
Chad Akselrad began his studies at Council Rock High School North in September 1999. He finished his studies in September 2022. Chad Akselrad had a diploma from Council Rock High School North and a Bachelor of Arts (B.A.) from Penn State Abington.
💡 Technical & Interpersonal Skills
Chad Akselrad has experience in Financial Planning, Wealth Administration, and Life Insurance Administration. He is currently a member of the Financial Services industry and served as an Assistant Vice President at a predecessor company, Citizens Financial Service. He also has experience as a Banking Specialist at a predecessor company, Banking Industry, and in the Life Insurance industry. Akselrad also has experience as a Vice President of Premier Relationship at a predecessor company, HSBC.
Chad Akselrad’s Personal Email Address, Business Email, and Phone Number
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Chad Akselrad's Ranking
Ranked #333 out of 6,664 for Assistant Vice President Premier Advisor in Pennsylvania
Chad Akselrad's Personality Type
Extraversion (E), Sensing (S), Feeling (F), Judging (J)
Average Tenure
2 year(s), 0 month(s)
Chad Akselrad's Willingness to Change Jobs
Unlikely
Likely
Open to opportunity?
There's 100% chance that Chad Akselrad is seeking for new opportunities
Chad Akselrad's Social Media Links
/in/chadakselrad /company/wellsfargo /school/penn-state-abington/