Chad Johnson
Fayetteville,GA
Summary
Strategic Director recognized for driving productivity and achieving operational efficiency. Expertise in operational strategy, team leadership, and financial management. Proven ability to enhance communication, solve complex problems, and adapt to changing environments, leading to successful project outcomes.
Overview
23
23
years of professional experience
Work History
Director of Trust and Wealth Management
Argent Financial Group
Atlanta, GA
07.2021 - Current
- Analyzes market trends to guide business development strategies and decision-making.
- Evaluates, designs, and oversees portfolio development processes for regional investment portfolios.
- Manages wealth advisors and support staff, ensuring effective operations in GA, FL, and SC markets.
- Mentors team members on leadership skills and professional growth opportunities.
- Conducts regular meetings with department heads to assess progress on strategic initiatives.
- Implements tracking systems for monitoring key initiatives and projects.
Vice President - Sen. Investment Portfolio Manager
Arden Trust Company
Atlanta, GA
07.2013 - 07.2021
- Oversaw all management aspects of the largest and most complex trust account portfolios and commingled trust accounts for a dedicated portfolio of $1.2 billion.
- Conducted regular portfolio reviews to ensure alignment with client objectives.
- Educated clients on market dynamics and investment strategies for informed decisions.
- Served as a point of contact for operational issues, and ensured compliance and consistency with company investment policy provisions.
- Managed and monitored Regulation 9 compliance exceptions for new and existing accounts, and assisted with regulatory inquiries and examinations.
Financial Consultant/Portfolio Manager
Bank of America
Atlanta, GA
09.2002 - 04.2008
- Managed client portfolios, ensuring alignment with financial goals.
- Reviewed regulatory changes to maintain compliance in all advisory practices.
- Developed comprehensive financial plans tailored to individual client needs.
- Managed a client portfolio of accounts with $65 million in assets.
- Managed a total investment portfolio of $45 million in pension, trust, and estate account assets.
- Developed and implemented strategies to help clients reach their financial goals.
- Monitored investments, identified risks, and managed portfolio performance through regular reviews.
Education
Certified Treasury Management Certificate
Northwestern University
Evanston, IL06-2025
MBA - Business Administration, Finance
Georgia State University
Atlanta, GA05-2011
Bachelor of Science - Business
Pfeiffer University
Charlotte, NC06-1999
Skills
- Team leadership
- Institutional and ultra-high-net-worth client relationships
- Compliance and risk management
- New business development
- Investment portfolio construction
- Investment strategy development
- Regulatory compliance expertise
- Market analysis skills
- Project management
References
References available upon request.
Timeline
Director of Trust and Wealth Management
Argent Financial Group
07.2021 - Current
Vice President - Sen. Investment Portfolio Manager
Arden Trust Company
07.2013 - 07.2021
Financial Consultant/Portfolio Manager
Bank of America
09.2002 - 04.2008
Certified Treasury Management Certificate
Northwestern University
MBA - Business Administration, Finance
Georgia State University
Bachelor of Science - Business
Pfeiffer University
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