Katy Chase Email & Phone Number
Senior Vice President, Financial Advisor @ Wealth Enhancement Group
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Katy Chase Location
- Frederick, MD, US
Katy Chase Work
- 2024 -now Senior Vice President, Financial Advisor @
- 2021 -2024 Vice President, Financial Advisor @
- 2013 -2021 Advisor and Service Advisor @ Lighthouse Wealth Management
- 2011 -2012 Principled Leader Graduate Assistant @
- 2012 -2012 MBA Intern @
- 2010 -2011 Special Projects Coordinator @
- 2009 -2010 Research Assistant @
- 2009 -2009 Marketing Intern @ Communiqué Design and Marketing
Katy Chase Education
- Simmons College - Simmons School of Management
MBA (Business Analytics)
2011-2012 - Pennsylvania State University-Smeal College of Business
BS (Marketing)
2006-2010
Katy Chase Skills
- Event Planning
- Public Speaking
- PowerPoint
- Editing
- Series 7
- Marketing Strategy
- Life Insurance
- Project Management
- Volunteer Management
- Market Research
- Customer Service
- Non Profits
- Fundraising
- Social Media
- Community Outreach
- Data Analysis
- Microsoft Office
- Marketing
- Research
- Series 66
Katy Chase Summary
- Katy Chase, based in Frederick, MD, US, is currently a Senior Vice President, Financial Advisor at Wealth Enhancement Group. Katy Chase brings experience from previous roles at Wealth Enhancement Group, Lighthouse Wealth Management, Simmons College and Vanguard. Katy Chase holds a 2011 - 2012 MBA in Business Analytics @ Simmons College - Simmons School of Management. With a robust skill set that includes Event Planning, Public Speaking, PowerPoint, Editing, Series 7 and more. Katy Chase has 3 emails and 1 mobile phone numbers on RocketReach.
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