Chad joined the One Financial Services team in November 2018 as a Client Relationship Coordinator.
In 2016, Chad graduated from Moravian College, earning a bachelor’s degree in Accounting. During his time in college, he was a member of the IMA Accounting Honor Society and Omicron Delta Epsilon (ΟΔΕ), both of which he remains a current member today.
Throughout college Chad worked in the customer service industry. Upon graduation he gained accounting experience by working for a national healthcare system. He also spent time volunteering in the Bethlehem community helping individuals with their tax work. His various employment opportunities have allowed him to gain extensive experience in client relations and financial services. Chad is currently in the process of obtaining his CPA and studying for his Series 7 and Series 66 licenses.
In his free time, he enjoys cooking, listening to music and hanging out with his friends. He is passionate about traveling and exploring different cultures. He is also a supporter of Doctors without Borders and a proud owner of a hairless Sphynx cat named Caleb.