Chase Thomas Email & Phone Number
Owner and Partner Hedge Fund Manager and Certified Financial Planner Professional @ Alpha Wealth Funds
Chase Thomas's Location
Salt Lake City, UT, US
Chase Thomas's Work
- Owner and Partner Hedge Fund Manager and Certified Financial Planner Professional @ Alpha Wealth Funds
- CERTIFIED FINANCIAL PLANNER™ professional @ Wilkinson Financial LLC
- Retirement Relationship Manager @ Fidelity Investments
Chase Thomas's Education
- Brigham Young University
Bachelor of Arts (B.A.) (Dance Performance)
2006 - 2012
Chase Thomas's Skills
- Estate Planning
- Series 63
- Licensed to Sell Insurance
- Insurance
- Retirement Planning
- Sales
- Financial Planning
- Portfolio Management
- Investments
- Finance
Chase Thomas's Summary
Chase Thomas, based in Salt Lake City, UT, US, is currently a Owner and Partner Hedge Fund Manager and Certified Financial Planner Professional at Alpha Wealth Funds, LLC, bringing experience from previous roles at Wilkinson Financial LLC and Fidelity Investments. Chase Thomas holds a 2006 - 2012 Bachelor of Arts (B.A.) in Dance Performance @ Brigham Young University. With a robust skill set that includes Estate Planning, Series 63, Licensed to Sell Insurance, Insurance, Retirement Planning and more, Chase Thomas contributes valuable insights to the industry. Chase Thomas has 2 emails and 1 mobile phone number on RocketReach.
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