Chad Chase's Location
Manhattan, KS, US
Chad Chase's Work
- Managing Principal - Client Services @ CGN Advisors, LLC
- Vice President and Trust Officer @ The Trust Co
- Attorney @ Knopp & Bannister, PA
- Risk Management Officer @ Verus Bank
- Credit Analyst @ UMB Bank
Chad Chase's Education
- University of Nebraska College of Law
Juris Doctor
2004 - 2007 - Kansas State University
Bachelor of Science (B.S.) (Finance, General)
1997 - 2000 - Institute of Certified Bankers
Certified Trust & Financial Advisor
2012 - 2012
- Butler Community College
Associate of Science (A.S.)
1995 - 1997
Chad Chase's Skills
- CTFA
- Wealth Management
- Personal Financial Planning
- Trust Management
- Investment Management
- Estate Planning
- Retirement Planning
- Piano Playing
- Asset Management
- Portfolio Management
Chad Chase's Summary
Chad Chase, based in Manhattan, KS, US, is currently a Managing Principal - Client Services at CGN Advisors, bringing experience from previous roles at The Trust Co., Knopp & Bannister, PA, Verus Bank and UMB Bank. Chad Chase holds a 2004 - 2007 Juris Doctor @ University of Nebraska College of Law. With a robust skill set that includes CTFA, Wealth Management, Personal Financial Planning, Trust Management, Investment Management and more, Chad Chase contributes valuable insights to the industry. Chad Chase has 1 email and 1 mobile phone number on RocketReach.
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