Chad Wickliffe

Director Eastern Division

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Location:

4868 Garth Rd, Baytown, TX 77521

Industry:

Investment Management

Work:

Shelton Capital Management
Director Eastern Division
Morgan Stanley Jun 2014 - Jul 2017
Regional Director
Altegris Dec 2013 - May 2014
Regional Director
Merrill Lynch May 2006 - Aug 2013
Regional Sales Manager
Global Transition Solutions Jan 2005 - Apr 2006
Director

Education:

Marist College 1994 - 1998
Bachelors, Bachelor of Science John Glenn High School 1990 - 1994

Skills:

Series 7
Alternative Investments
Asset Allocation
Asset Management
Series 63
Mutual Funds
Investments
Hedge Funds
Fixed Income
Wealth Management
Equities
Portfolio Management
Currency
Private Placements
Finance
Asset Managment
Commercial Lending
Financial Services
Trading
Securities
Investment Strategies
Investment Management
Capital Markets
Investment Advisory
Financial Advisory
Private Equity
Business Development
Leadership
Sales
Sales Management
Customer Relationship Management
Marketing
Marketing Strategy
Financial Analysis
Microsoft Office
Management
Business Strategy
Etfs

At And T

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Location:

Missouri City, TX

Work: