Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Timeline
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Chad Kidwell

Chad Kidwell

Fayetteville

Summary

Professional finance leader with a 25+ year track record of success in every role. Avid, lifelong soccer player, coach, administrator, tournament director, board member, program developer and fan

Overview

23
23
years of professional experience
1
1
Certification

Work History

Regional Wealth Sales and Service Executive

First Citizens Bank
Atlanta
04.2020 - Current
  • Moved a team of five professionals from the previous institution to build a wealth operation in Atlanta, starting with no clients or revenue; delivered over 40% year-over-year revenue growth.
  • Focus on recruiting, coaching, and revenue generation for Georgia Wealth
  • Identified, developed, and deepened internal partnerships with an intense focus on execution at the highest level.

Georgia Regional Wealth Director

BB&T
Atlanta
07.2012 - 04.2020
  • Led a team of 26 wealth professionals covering the state.
  • Responsible for leading all budgeting, planning, marketing, sales and team branding
  • Recruited, coached and retained talent

Wealth Advisor and Commercial Banker

BB&T
St. Simons Island
04.2008 - 07.2012
  • Provided wealth and commercial banking services to business owners by proactively understanding a comprehensive set of unique needs for each
  • Exceeded all annual production goals
  • Innate ability to connect and develop fruitful relationships

Wealth Advisor and Commercial Banker

United Community Bank
St. Simons Island
02.2002 - 04.2008
  • Established banking and wealth relationships for businesses with $5MM-$75MM in top line revenue
  • Developed external centers of influence that were consistently mutually beneficial.
  • Exceeded all annual production goals

Education

Bachelor of Science - Business Administration And Management

University of North Florida
Jacksonville, FL
05-1996

Skills

  • Superior interpersonal and organizational skills
  • Extensive experience leading large teams
  • Visionary and builder
  • High level of experience and education around complex financial matters
  • Masterful at identifying, developing, and growing strategic relationships both internally and externally

Certification

  • USSF C license
  • Certified Financial Planner (CFP) , Series 7, Series 66, Series 24 FINRA licenses
  • Certified Business Exit Planner (CEPA)

Affiliations

  • Developed the Jekyll Island Soccer Complex
  • 20+ year U12-U18 club soccer coach (AFC Lightning and Golden Isles S.A.)
  • Co-Founder of The Tournament of Champions (1996-present)

Timeline

Regional Wealth Sales and Service Executive

First Citizens Bank
04.2020 - Current

Georgia Regional Wealth Director

BB&T
07.2012 - 04.2020

Wealth Advisor and Commercial Banker

BB&T
04.2008 - 07.2012

Wealth Advisor and Commercial Banker

United Community Bank
02.2002 - 04.2008

Bachelor of Science - Business Administration And Management

University of North Florida

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Chad Kidwell