Image of Chad Akselrad

Chad Akselrad's Email & Phone Number

Financial Planner

Chad Akselrad's Email Addresses

c****[email protected] Personal Email

Chad Akselrad's Phone Numbers

(215) ***-*244 Phone number

Chad Akselrad's Work Experience

Thrive Financial Services

Associate Advisor

May 2021 to Present

Citizens

Assistant Vice President Premier Advisor

March 2021 to Present

Thrive Financial Services

Financial Planner

May 2021 to Present

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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

Chad Akselrad's Professional Skills Radar Chart

Based on our findings, Chad Akselrad is ...

Loves life
Engaging
Dependable

What's on Chad Akselrad's mind?

Based on our findings, Chad Akselrad is ...

52% Left Brained
48% Right Brained

Chad Akselrad's Estimated Salary Range

About Chad Akselrad's Current Company

Citizens

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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In a nutshell

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/
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