Chad Salit
About Chad Salit
Chad Salit is a Branch Manager at TD Ameritrade in Omaha, Nebraska, with a background in wealth management and investment consulting.
Title
Chad Salit is currently the Branch Manager at TD Ameritrade. He has held this position since 2019 and is based in Omaha, Nebraska, United States.
Previous Positions
Before becoming the Branch Manager, Chad Salit worked as a Private Client Investment Consultant at TD Ameritrade from 2016 to 2019. Prior to his role at TD Ameritrade, he served as a Team Support Specialist at Fidelity Investments in Boston, Massachusetts, from 2010 to 2016. Additionally, he worked at Capital One as an Investment Representative in McLean, Virginia, from 2008 to 2010.
Education and Expertise
Chad Salit studied at Southern Methodist University from 2009 to 2011. He also attended Indiana University Bloomington, where he studied Biology and earned a Bachelor of Science degree, graduating in 2003. His educational background provides a solid foundation for his expertise in wealth management.
Approach to Wealth Management
Chad Salit has a proactive approach to wealth management. He focuses on maximizing portfolio performance through education and development. His goal is to alter client expectations of service providers in the wealth management industry, ensuring they receive optimal service and guidance.
Guidance and Expertise
In his role at TD Ameritrade, Chad Salit offers valuable expertise and guidance. He is dedicated to assisting clients and those interested in learning more about TD Ameritrade, providing insights from both client and career perspectives.