Chad Parks
About
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Founder & CEO
San Francisco, California, United States
Résumé
Jobs
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Founder & CEOUbiquity Retirement SavingsAug 1999 - Current (26 years 11 months)Ubiquity Retirement + Savings, formerly The Online 401(k), is a leading financial technology company with a simple mission: to provide the 50+ million Americans working for small businesses with the option to save for retirement at work. For nearly 20 years, Ubiquity has facilitated more than $2.25 billion in retirement contributions and provided small and micro retirement plans for more than 7,000 small businesses—pioneering transparent, flat-fee, customizable plans for this historically underserved community. Through cutting-edge technology and partnerships with financial service providers, Ubiquity is breaking the cycle of limited retirement savings options.- RCEO & FounderRetirement Education Group IncJan 1997 - Dec 1999 (3 years)Managed a practice that assisted individuals and small business owners with their overall financial planning needs including: Investment Management Tax Planning Retirement Planning Estate Planning Insurance Planning
- Financial AdvisorPiper JaffrayNov 1995 - Jun 1997 (1 year 8 months)
Education
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- MS, FinanceGolden Gate UniversityJan 1993 - Dec 1995 (3 years)
- Bachelor of Science (BS, Hospitality ManagementFlorida International UniversityJan 1990 - Dec 1993 (4 years)
Projects (professional or personal)
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- BBroken Eggs Film: The Looming Retirement Crisis in AmericaApr 2012 - Current (14 years 3 months)A documentary exploring the past, present and future of retirement savings in America. Examining the deteriorating 'Three-legged Stool' of retirement: Pensions Social Security Personal Savings Also focusing on personal savings and what is and is not happening there, and taking a look at the macro economic effects this will have on us as a nation. The film is meant to be interactive, and we encourage viewers to submit their own story via the website for a chance to be included in the film, and when the film is released and viewed, to submit their opinion on how to avert the crisis.