Chase Campbell Email & Phone Number
Wealth Advisor @ Focus Partners Wealth
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Chase Campbell Location
- Santa Monica, CA, US
Chase Campbell Work
- 2024 -now Wealth Advisor @
- 2021 -2024 Wealth Advisor @
- 2021 -2021 Associate Wealth Advisor @
- 2018 -2021 Registered Client Service Associate @
- 2017 -2018 Private Client Investment Associate @ JPMorgan Chase Bank, N.A
- 2017 -2017 Client Service Associate @
- 2012 -2017 Grip @
- 2016 -2016 Wealth Management Internship @
- 2014 -2016 Executive Officer, Recruitment Chair, Social Chair, House Manager @
- 2012 -2012 Key Holder and Sales Representative @
- 2010 -2011 Assistant Manager @
Chase Campbell Education
- New York University
CERTIFICATE (FINANCIAL PLANNING)
2018-2019 - California State University, Northridge
Bachelor's degree (Business Administration, Systems and Operations Management)
2014-2016 - College of the Canyons
Business/ General Education
2012-2014 - Santa Barbara City College
Business/ General Education
2011-2012
Chase Campbell Skills
- House Management
- Series 7
- Investments
- Microsoft Office
- Leadership
- Event Planning
- Teamwork
- Microsoft Word
- Management
- Social Media
- Research
- Public Speaking
Chase Campbell Summary
- Chase Campbell, based in Santa Monica, CA, US, is currently a Wealth Advisor at Focus Partners Wealth. Chase Campbell brings experience from previous roles at HoyleCohen, LLC, Citi and JPMorgan Chase Bank, N.A. Chase Campbell holds a 2018 - 2019 CERTIFICATE in FINANCIAL PLANNING @ New York University. With a robust skill set that includes House Management, Series 7, Investments, Microsoft Office, Leadership and more. Chase Campbell has 2 emails and 1 mobile phone numbers on RocketReach.
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