Chad Neilsen Cep

Chad Neilsen, CEP, has a solid work experience in various roles and industries. Chad started their career in 2008 at Utah Community Credit Union (UCCU), where they served as a Teller, Member Service Representative, and Loan Officer until 2012. After that, they joined GPS Capital Markets, Inc. in 2012 as an FX Sales & Trading professional for a brief period of time. In 2013, Chad joined Fidelity Investments as a Stock Plan Associate and stayed with the company until 2017. From 2017 to 2022, Chad worked at E*TRADE from Morgan Stanley in progressively senior roles, including Associate Client Service Manager, Client Service Manager, AVP Senior Client Service Manager, and VP Senior Client Service Manager. Currently, Chad is a Senior Manager of Stock Plan Administration at GoodRx since July 2022. Overall, Chad has demonstrated their skills and expertise in client service, stock plans, and financial trading throughout their career.

Chad Neilsen, CEP, holds a Bachelor of Science (B.S.) degree in Finance from Utah Valley University. Additionally, they have completed the Certified Equity Professional Program at Santa Clara University. In November 2019, they obtained the Certified Equity Professional (CEP) certification from the Santa Clara University Leavey School of Business.