Josh Chase Email & Phone Number
Council Member - Employer Plan Advisory Council @ Osaic
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Josh Chase Location
- Portland, ME, US
Josh Chase Work
- 2022 -now Council Member - Employer Plan Advisory Council @ Osaic
- 2020 -now Financial Advisor @
- 2009 -now Member @ Society of Financial Service Professionals
- 2012 -2020 Financial Advisor @
- 2010 -2012 Business Owner, Financial Planner @ Chase Financial Solutions
- 2004 -2010 Partner @ Healey & Associates
- 2003 -2010 Partner @ Healey & Associates
- 2000 -2004 Account Manager @ Forum Financial Group
Josh Chase Education
- Merrimack College
CAS (Financial Planning)
2006-2008 - University of Maine
BA (Mass Communication)
1993-1997 - Cheverus High School 1989-1993
Josh Chase Summary
- Josh Chase, based in Portland, ME, US, is currently a Council Member - Employer Plan Advisory Council at Osaic. Josh Chase brings experience from previous roles at Varney Agency, Society of Financial Service Professionals, Lebel & Harriman, LLP and Chase Financial Solutions. Josh Chase holds a 2006 - 2008 CAS in Financial Planning @ Merrimack College. Josh Chase has 1 mobile phone numbers on RocketReach.
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