Chad Goodwin is a skilled expert, that works in Morgan Stanley main office of which is in 4. on the position of Financial Advisor at Morgan Stanley from 2015. This person has earned professional experience in more than seven positions at different companies. Chad Goodwin went to the University of Wisconsin - Milwaukee and received education there. Chad Goodwin has the following qualifications: Series 7, Series 66, 2-14, 2-40. Milwaukee, Wisconsin is the area, where the professional was lastly known to live. Their phone and email are accessed through this website by request.
Name variants:
Charles Goodwin
Last updated Jul 06, 2024
Contact Information
Last Update
Jul 11, 2022
Email
cg**@hotmail.com, ch**@morganstanley.com
Location
Milwaukee, WI
Company
Morgan Stanley
Workplace
Financial Advisor at Morgan Stanley
Work History
Financial Advisor at Morgan Stanley
1585 Broadway, New York, NY 10003
I work with highly successful individuals and small business owners helping them make informed decisions about their money and the growth and protection of their assets and estate. I work fo...
Oct 2015 — Sep 2016
Financial Representative
720 east Wisconsin Ave, Milwaukee, WI 53202
Participated and thrived in highly ranked training program
Establishing growing book of business
Series 7 and 66 licensed
Focused on client driven financial planning
Sep 2014 — Sep 2015
Manufacturers Sales Representative
Represented diverse and internationally known marine manufacturers through self-employed business
Responsible for Southeast US and the Caribbean across a variety of industry sectors
Devel...
Jan 2007 — Mar 2014
Project Manager
Extensive project management of multiple construction projects
Interfaced with construction industry vendors and companies
Oversight of installing custom and production stairs
Aug 2006 — Dec 2006
Sales Executive
Developed expansive boat and client database representing the eastern seaboard
Cultivated sailboat division for well-established yacht brokerage
Self taught in yacht brokerage business in...
Jun 2004 — Aug 2006
Sales Engineer
9912 Pioneer Blvd, Santa Fe Springs, CA 90670
Increased client list while maintaining and servicing existing accounts
Achieved and exceeded sales goals for a new salesperson by selling a machine or more a month
Engineered specificati...
Dec 2000 — May 2002
Sales Representative
Created client database to include 200 companies
Achieved highest dollar sale for a new salesperson totaling $950K
Enhanced productivity gains for clients by improving spatial needs and w...
Dec 1998 — Jan 2000
Education
Occupations
Financial Broker
Financial Consultant
Accountant
Finance and Accounting Specialist
Representative
Financial Services Professional
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Skills
Team Building
Marketing
Strategic Planning