An accomplished senior executive with a wealth of experience in the financial services sector, Charles (Chad) Pouliot holds a bachelor of arts in economics management from Ohio Wesleyan University. Chad Pouliot is a Chartered Retirement Planning Counselor, Private Wealth Advisor and a Senior Portfolio Manager.
From 2007 to 2017, Mr. Pouliot served in a series of positions at the New York City offices of Merrill Lynch and gained admittance to both the Merrill Lynch Circle of Excellence Club and the Merrill Lynch Presidents Club. By the time he left the company, Mr. Pouliot had risen to the position of senior vice president.
His current role as the senior vice present at Procyon Institutional Partners places Mr. Pouliot in charge of comprehensive retirement plan management for a range of individuals and institutional trustees. Procyon’s partnership with Dynasty Financial Partners gives its clients access to financial products across the industry.
