Chad Azara
Founding Partner at The Magnolia Estates | Charlotte Metro
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Founding Partner at The Magnolia Estates in May 2024 to Present
VP- Head of Retirement Services Sales and Strategy at AssetMark in August 2024 to Present
Senior Vice President of Strategic Sales Initiatives at PCS, LLC in February 2020 to September 2024
National Sales Director and VP of Sales at PCS, LLC in January 2016 to February 2020
Sales and Business Development Consultant at EPIC Retirement Plan Services in January 2013 to January 2016
Relationship Manager/Business Development Eastern Region at Charles Schwab/Retirement Business Services in March 2006 to January 2013
Trading Manager Retirement Services at Wachovia, A Wells Fargo Company in May 2004 to March 2006
Large Market Client Services Manager at Charles Schwab / Corporate and Retirement Services in May 1998 to May 2004
Financial Planner at Prudential Preferred Financial Planners in May 1997 to May 1998
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University of Phoenix, Master of Business Administration - MBA
Westlake High School, High School Diploma
Baldwin Wallace University, Bachelor's degree
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Marketing Strategy
Sales Processes
Wholesale
Investments
Financial Services
Retirement Planning
Retirement
401k
Mutual Funds
Relationship Management
Management
Business Development
Leadership
Business Planning
Sales
Financial Advisory
CRM
Banking
Employee Benefits
Pensions
Finance
Investment Advisory
Customer Service
Wealth Management
Retirement Plan Consulting
ERISA
Defined Benefit
Defined Contribution
Training
Investment Strategies
Trust
Contract Negotiation
Salesforce.com
Strategic Leadership
Trust And Custody
Retirement Services
Retirement Plans
Retirement Plan Recordkeeping
Social Media
401(k) Retirement Savings Plans
Customer Relationship Management (CRM)
Business Relationship Management
Sales Management
Sales & Marketing
Relationship Building
Marketing
Negotiation
Microsoft Excel
Health Savings Accounts
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What is Chad Azara email address?
Email Chad Azara at [email protected], [email protected] and [email protected]. This email is the most updated Chad Azara's email found in 2026.
What is Chad Azara phone number?
Chad Azara phone number is 704-430-6152.
How to contact Chad Azara?
To contact Chad Azara send an email to [email protected], [email protected] or [email protected]. If you want to call Chad Azara try calling on 704-430-6152.
What company does Chad Azara work for?
Chad Azara works for The Magnolia Estates
What is Chad Azara's role at The Magnolia Estates?
Chad Azara is Founding Partner
What industry does Chad Azara work in?
Chad Azara works in the Financial Services industry.
Chad Azara Email Addresses
Chad Azara Phone Numbers
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