Chad Akselrad CRPC® AWMA®
Holland,PA
Summary
Experienced Financial Planner with solid foundation in providing clients with ongoing advice and guidance throughout their lives. Adept at creating supportive environment to foster client trust and open communication. Highly collaborative team player who adapts to changing circumstances and prioritizes achieving tangible results, with focus on empathy and problem-solving.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Senior Relationship Advisor
GWH Wealth
10.2023 - Current
- Services client relationships for $250M AUM Practice.
- Educated clients on investments and tax planning through a holistic approach.
- Managed client expectations by clearly communicating objectives and timelines.
- Streamlined departmental operations by implementing efficient processes and procedures.
- Cultivated new relationships via warm introductions, seminars, and networking.
Financial Advisor
Merrill Lynch
04.2023 - 09.2023
- Advised high net worth clients on comprehensive financial management strategies.
- Conducted detailed analysis using proprietary software to provide investment insights.
- Prepared and delivered quarterly presentations, highlighting key findings for clients.
- Presented analytical reports to enhance team collaboration and client understanding.
Senior Financial Consultant
Charles Schwab & Co
10.2022 - 04.2023
- Assisted in $800M AUM branch office operations, sales, and service to ensure seamless daily functions.
- Prepared and delivered presentations to clients, recommending solutions in the full product Schwab offers.
- Assessed investment viability using advanced analytical tools for client portfolio enhancement.
Financial Planner
Thrive Capital Management
05.2021 - 10.2022
- Collaborated with Senior Advisor to manage practice with over $50 million AUM.
- Conducted analysis presentations for clients, emphasizing investments and tax planning strategies.
- Delivered outstanding client service by setting clear expectations during interactions.
- Drafted comprehensive financial plan to offer recommendations and supporting data.
Private Banker
Wells Fargo Advisors
10.2019 - 10.2020
- Worked directly with clients investing minimum of $250,000.
- Guided clients in assessing business net worth and financial health needs.
- Created new opportunities in private client market through strategic relationship building.
- Utilized proprietary software for comprehensive financial analysis and reporting.
- Provided expert advice on tax consequences, estate planning, and mortgage barriers.
- Scheduled quarterly meetings to review and update client financial analyses.
VP Premier Wealth Advisor
HSBC Securities
03.2018 - 08.2019
- Created and developed a $25 Million portfolio of Premier Clients while ensuring high retention rates.
- Utilized proprietary software for comprehensive financial analysis presentations to clients.
- Implemented tailored strategies and insurance techniques to address specific customer needs.
- Managed relationship manager's book of business to enhance client engagement.
- Assisted clients with tax implications, estate planning, and mortgage challenges.
UHNW Insurance Coordinator
Merrill Lynch
12.2016 - 03.2018
- Provided sales support to two Ultra High Net Worth external insurance specialists.
- Led weekly pipeline calls with internal teams and external case managers.
- Cultivated relationships with wholesalers and financial advisors for enhanced collaboration.
- Implemented case design strategies in comprehensive financial plans.
- Compiled life insurance proposals for Private Banking Investment Group and U.S. Trust Advisors.
- Educated advisors and clients on estate planning and wealth transfer solutions using WebEx.
- Assisted in surpassing sales goals with over 50 cases, averaging annual premiums of $100K.
- Developed business plan for team for Annual Insurance Desk Conference.
Private Client Group Relationship Manager
PNC Investments
05.2016 - 12.2016
- Oversaw $100M High Net Worth client portfolio, ensuring alignment with financial goals.
- Recommended diverse solutions based on comprehensive analysis of client profiles.
- Facilitated weekly branch huddle meetings to promote strategic initiatives.
- Collaborated with financial advisors to refer suitable wealth solutions.
- Achieved sales goals each quarter, contributing to branch success.
Financial Specialist
New York Life
01.2013 - 04.2016
- Implemented financial planning solutions, including life insurance and annuities.
- Utilized planning station to enhance financial presentations.
- Led worksite enrollments for whole life, group term, 401k, and VUL products.
- Facilitated design and sales training classes for life insurance and annuities at General Office.
- Qualified for orphan and internet lead programs as directed by management.
- Formulated and revised annual business plan semi-annually.
Education
AWMA - Financial Services
College For Financial Planning
Centennial, CO03-2025
CRPC - Financial Services
College For Financial Planning
Centennial, CO03.2022
Bachelor of Arts - Corporate Communication
Penn State University-Abington
Abington, PA12.2006
Skills
- Relationship management
- Customer service
- Time management
- Attention to detail
- Team leadership
- Critical thinking
- Excellent communication
- Analytical problem solving
Certification
- CRPC® Chartered Retirement Planning Counselor
- AWMA® Accredited Wealth Management Advisor
- Series 7
- Series 66
- PA, NJ, MD, DE Life/Health Insurance License
- FINRA CRD 1515879
Activities
Pulse Entertainment: Event Manager (PT) Provided DJ services for private and public events for my brother’s company on the weekends.
Timeline
Senior Relationship Advisor
GWH Wealth
10.2023 - Current
Financial Advisor
Merrill Lynch
04.2023 - 09.2023
Senior Financial Consultant
Charles Schwab & Co
10.2022 - 04.2023
Financial Planner
Thrive Capital Management
05.2021 - 10.2022
Private Banker
Wells Fargo Advisors
10.2019 - 10.2020
VP Premier Wealth Advisor
HSBC Securities
03.2018 - 08.2019
UHNW Insurance Coordinator
Merrill Lynch
12.2016 - 03.2018
Private Client Group Relationship Manager
PNC Investments
05.2016 - 12.2016
Financial Specialist
New York Life
01.2013 - 04.2016
AWMA - Financial Services
College For Financial Planning
CRPC - Financial Services
College For Financial Planning
Bachelor of Arts - Corporate Communication
Penn State University-Abington
Similar Profiles
Erin SaundersErin Saunders
Senior Property Manager at GWH Real EstateSenior Property Manager at GWH Real Estate
Kalpesh KhatavkarKalpesh Khatavkar
Business Analyst Manager at Nuvama Wealth formerly known as Edelweiss Wealth ManagementBusiness Analyst Manager at Nuvama Wealth formerly known as Edelweiss Wealth Management
Richard CalhounRichard Calhoun
CEO at Naples Wealth Planning & Laidlaw Wealth ManagementCEO at Naples Wealth Planning & Laidlaw Wealth Management
Anthony DiSalvioAnthony DiSalvio
Server at Aldo's Ristorante ItalianoServer at Aldo's Ristorante Italiano
Matthew KolodeshMatthew Kolodesh
Report Writer at Phila News Inc.Report Writer at Phila News Inc.