Charles Schwab
Chad Soileau is currently serving as an Independent Branch Financial Consultant at Charles Schwab since December 2023. Prior to this role, Chad held various positions in the financial services industry, including Practice Management Consultant at Horizon Advisor Network from November 2018 to October 2023 and Financial Advisor at JD Bank from March 2018 to November 2018. Chad's extensive experience includes roles such as VP Regional Sales Manager for Hancock and Whitney Bank and VP Investment Sales Manager at JPMorgan Chase. Earlier in the career, Chad served as Manager Financial Services at Prudential Financial, Senior Investment Representative at IBERIABANK, Financial Services Representative at MetLife, and Sales Manager at Sears, Roebuck and Co. Chad pursued studies in Finance at the University of Louisiana at Lafayette but did not complete the degree.
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Charles Schwab
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The Charles Schwab Corporation is a bank and brokerage firm, based in San Francisco, California. It was founded in 1971 by Charles R. Schwab and is one of the largest banks in the United States and is one of the largest brokerage firms in the United States.