Jeff Chase Email & Phone Number
Senior Vice President, Wealth Management @ S.E.E.D. Planning Group, LLC
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Jeff Chase Location
- Syracuse, NY, US
Jeff Chase Work
- 2023 -now Senior Vice President, Wealth Management @
- 2023 -now Senior Vice President, Financial Planning @
- 2020 -now Senior Wealth Manager @
- 2018 -2020 Financial Advisor @
- 2016 -2018 Wealth Management Advisor @
- 2014 -2016 Financial Advisor @ Wealth Resources Network
- 2013 -2014 Financial Advisor @
- 2012 -2013 Intern @
- 2018 -2020 Financial Advisor @ Key Investment Services
Jeff Chase Education
- Niagara University
Bachelor of Science (Business Management)
Jeff Chase Summary
- Jeff Chase, based in Syracuse, NY, US, is currently a Senior Vice President, Wealth Management at S.E.E.D. Planning Group, LLC. Jeff Chase brings experience from previous roles at S.E.E.D. Planning Group, LLC, KeyBank and TIAA. Jeff Chase holds a Bachelor of Science in Business Management @ Niagara University. Jeff Chase has 1 emails and 1 mobile phone numbers on RocketReach.
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