Chase Thomas Location
- Dallas, TX, US
Chase Thomas Work
- 2022 - now Senior Wealth Advisor @
- 2018 - now Founder + Principal @
- 2019 - 2022 Wealth Manager @
- 2016 - 2018 Financial Planner @
- 2014 - 2016 Associate Planner @
- 2010 - 2014 International Tax Senior @
- 2007 - 2010 Tax Manager @ Burds, Reed & Mercer PC
- 2007 - 2010 Professional Golfer @ Professional Golfer
- 2007 - 2007 International Tax @
Chase Thomas Education
- Southern Methodist University
Certificate in Financial Planning (Financial Planning and Services)
2016 - Baylor University - Hankamer School of Business
BBA (Accounting)
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 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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Others Named Chase Thomas
Chase Thomas
Founder + Principal
Dallas, TX, US
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Washington, DC, US
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Top Elm Valley Group Employees
Chase Thomas
Founder + Principal
Dallas, TX, US
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