Chad D. is an experienced operations professional with a strong background in financial services. Currently serving as Operations Manager at Level since November 2022, Chad previously held the position of Broker Dealer Operations Manager at Betterment from December 2021 to October 2022, and was also a Senior Operations Associate there. Prior roles include Operations Analyst at Greenoaks Capital, Associate and Analyst at Hall Capital Partners LLC, and Financial Analyst Intern at Adobe. Earlier experience includes internships at Citrix as a UX Research Recruiting Intern and at Cetera Advisor Networks LLC as a Wealth Management Intern, as well as serving as a Student Assistant at UC Santa Barbara. Chad D. holds a Bachelor’s Degree in Economics and Accounting from UC Santa Barbara.
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