Chase Erickson Email & Phone Number
Financial Planning Assistant @ Summit Wealth Group
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Chase Erickson Location
- Colorado Springs, CO, US
Chase Erickson Work
- Financial Planning Assistant @ (May 2024 - Present)
- Paraplanner @ (August 2022 - May 2024)
Chase Erickson Education
- Kansas State University
Personal Financial Planning (Business and Personal/Financial Services Marketing Operations)
2020-2024
Chase Erickson Skills
- Account Management
- Communication
- Event Planning
- Microsoft Excel
- Money Guide Pro
- Organization Skills
- Time Management
Chase Erickson Summary
- Chase Erickson, based in Colorado Springs, CO, US, is currently a Financial Planning Assistant at Summit Wealth Group. Chase Erickson brings experience from previous roles at CGN Advisors, LLC. Chase Erickson holds a 2020 - 2024 Personal Financial Planning in Business and Personal/Financial Services Marketing Operations @ Kansas State University. With a robust skill set that includes Account Management, Communication, Event Planning, Microsoft Excel, Money Guide Pro and more. Chase Erickson has 1 emails and 1 mobile phone numbers on RocketReach.
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