Jim Senatore brings over 25 years of experience in the Financial Services Industry. He is a respected senior manager, and specializes in leading teams and Jim believes that team building, practice management, confidence and engagement are vital to an effective and productive work environment. Jim is a graduate of Nichols College, in Dudley Massachusetts, with a Bachelor of Science in Business Administration, class of 1983. In April of 2014, Jim received his 3 year certificate from the Wharton School of Business at the University of Pennsylvania sponsored by the Securities Industry Institute. A sentiment that Jim feels is relevant in this industry is: “You can make more friends in two months by becoming interested in other people than you can in two years by trying to get other people interested in you.“ by Dale Carnegie.

After attending Montana State University, he began his career in finance at a top index annuity carrier. Several years of financial editorial writing and analysis brought Chad to leading the client acquisition department focused on serving the nation’s highest caliber advisors. He then moved into the realm of wholesaling and eventually joined the National Account Team. Chad now resides in Bozeman, MT as the National Account Manager with a primary focus on serving banks and managing the independent broker dealer account team. In his spare time, you can find Chad outdoors ice climbing or exploring with his son Liam and wife Lauren. Chad is Series 7 licensed, and holds his Montana State Insurance License.