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
- Council Member - Employer Plan Advisory Council @ Osaic (January 2022 - Present)
- Financial Advisor @ (August 2020 - Present)
- Member @ Society of Financial Service Professionals (January 2009 - Present)
- Financial Advisor @ (July 2012 - August 2020)
- Business Owner, Financial Planner @ Chase Financial Solutions (September 2010 - July 2012)
- Partner @ Healey & Associates (June 2004 - September 2010)
- Partner @ Healey & Associates (December 2003 - September 2010)
- Account Manager @ Forum Financial Group (January 2000 - January 2004)
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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