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
- Senior Vice President, Financial Advisor @ (July 2024 - Present)
- Vice President, Financial Advisor @ (July 2021 - July 2024)
- Advisor and Service Advisor @ Lighthouse Wealth Management (January 2013 - July 2021)
- Principled Leader Graduate Assistant @ (September 2011 - December 2012)
- MBA Intern @ (May 2012 - August 2012)
- Special Projects Coordinator @ (August 2010 - August 2011)
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
- Community Outreach
- Editing
- Event Planning
- Fundraising
- Life Insurance
- Market Research
- Marketing
- Marketing Strategy
- Non-profits
- PowerPoint
- Public Speaking
- Research
- Series 66
- Series 7
- Social Media
- Volunteer Management
- Project Management
- Customer Service
- Non Profits
- Data Analysis
- Microsoft Office
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 Community Outreach, Editing, Event Planning, Fundraising, Life Insurance and more. Katy Chase has 3 emails and 1 mobile phone numbers on RocketReach.
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