Chase Thomas Email & Phone Number
Founder + Principal @ Elm Valley Group
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Chase Thomas Location
- Dallas, TX, US
Chase Thomas Work
- Senior Wealth Advisor @ (April 2022 - Present)
- Founder + Principal @ (August 2018 - Present)
- Wealth Manager @ (January 2019 - February 2022)
- Financial Planner @ (January 2016 - January 2018)
- Associate Planner @ (January 2014 - January 2016)
- International Tax Senior @ (January 2010 - January 2014)
- Tax Manager @ Burds, Reed & Mercer PC (January 2007 - January 2010)
- Professional Golfer @ Professional Golfer (January 2007 - January 2010)
- International Tax @ (June 2007 - September 2007)
Chase Thomas Education
- Southern Methodist University
Certificate in Financial Planning (Financial Planning and Services)
2016-2016 - Baylor University - Hankamer School of Business
BBA (Accounting)
2007-2007 - Highland Park High School 2002
Chase Thomas Skills
- Strategy
- Investments
- Registered Investment Advisor
- Tax Planning
- Private Equity
- Big 4
- Finance
- US Tax
- CPA
- Tax Advisory
- Estate Planning
- Partnership Taxation
- Wealth Management
- Comprehensive Planning
- Tax
- Investment Advisory
- Retirement Planning
- Financial Planning
- Corporate Tax
- Internal Controls
- Planning
- GAAP
- Tax Research
- Microsoft Office
- Microsoft Word
- US GAAP
- Tax Preparation
- Accounting
- Project Management
- Financial Reporting
- Tax Returns
- Management
- International Tax Planning
- International Tax
- Tax Accounting
- Business Analysis
- Compliance
- Strategic Planning
- Tax Compliance
- Investors
- Income Tax
- Preparation
Chase Thomas Summary
- Chase Thomas, based in Dallas, TX, US, is currently a Founder + Principal at Elm Valley Group. Chase Thomas brings experience from previous roles at SFMG Wealth Advisors, HFS Wealth Management and Cain Watters & Associates. Chase Thomas holds a 2016 - 2016 Certificate in Financial Planning in Financial Planning and Services @ Southern Methodist University. With a robust skill set that includes Strategy, Investments, Registered Investment Advisor, Tax Planning, Private Equity and more. Chase Thomas has 2 emails and 1 mobile phone numbers on RocketReach.
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