Trust and Estates Administrator @ Rubin & Rudman, LLP (March 1999 - February 2011)
Barry Chase Education
University of Massachusetts Boston
(Secondary Education and Teaching)
1965-1969
Barry Chase Skills
Protection Planning/family Security
Estate Planning
401k Rollovers
Gifting Strategies
Asset Protection
Investments
Licensed Life Insurance Agent
Retirement
Wealth Preservation Planning
Multi Generational Planning
Annuity Sales
Insurance
Retirement Planning
Legacies
Succession Planning
Barry Chase Summary
Barry Chase, based in Plymouth, MA, US, is currently a Licensed Agent at New York Life Insurance Company. Barry Chase brings experience from previous roles at NYLIFE Securities LLC and Rubin & Rudman, LLP. Barry Chase holds a 1965 - 1969 University of Massachusetts Boston. With a robust skill set that includes Protection Planning/family Security, Estate Planning, 401k Rollovers, Gifting Strategies, Asset Protection and more. Barry Chase has 3 emails on RocketReach.
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