Chase Thomas Email & Phone Number
Owner and Partner Hedge Fund Manager and Certified Financial Planner Professional
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Chase Thomas Location
- Salt Lake City, UT, US
Chase Thomas Work
- 2018 -now Owner and Partner Hedge Fund Manager and Certified Financial Planner Professional @ Alpha Wealth Funds, LLC
- 2015 -2018 CERTIFIED FINANCIAL PLANNERâ„¢ professional @
- 2012 -2015 Retirement Relationship Manager @
Chase Thomas Education
- Brigham Young University
Bachelor of Arts (B.A.) (Dance Performance)
2006-2012
Chase Thomas Skills
- Customer Service
- Series 7
- Management
- Finance
- Investments
- Sales
- Series 63
- Retirement Planning
- Retirement
- Mutual Funds
- Strategic Planning
- Financial Planning
- Strategy
- Analysis
- Wealth
- Portfolio Management
- Series 66
- Certified Financial Planner
- Estate Planning
- Insurance
- Licensed to Sell Insurance
Chase Thomas 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. Chase Thomas brings 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 Customer Service, Series 7, Management, Finance, Investments and more. Chase Thomas has 3 emails and 3 mobile phone numbers on RocketReach.
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