Chad Bourgeois has extensive experience in the finance and banking sectors, currently serving as an RFP/Proposal Writer at UMB Bank since October 2021. Prior to this role, Chad held various positions at Fidelity Investments from March 2016 to October 2021, including Planning Consultant, Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Chad's career began at Waddell & Reed, where positions included Senior Field Compensation Support Specialist, Field Compensation Support Specialist, and Problem Resolution Associate from July 2011 to March 2016. Chad holds a Master of Arts in Finance from MidAmerica Nazarene University, alongside a Bachelor of Arts in Accounting from Ottawa University and a Bachelor of Arts in Literature, Language, and Writing from The University of Kansas.
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