Matthew Chase Email & Phone Number
VP Wealth Planner @ Fidelity Investments
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Matthew Chase Location
- Brea, CA, US
Matthew Chase Work
- 2018 -now VP Wealth Planner @
- 2012 -now VP Financial Consultant @
- 2011 -2012 Investment Consultant @
- 2008 -2010 Financial Representative @
Matthew Chase Education
- Brigham Young University
Finance (Economics)
2001-2007
Matthew Chase Skills
- Microsoft Excel
- Financial Services
- Business Development
- Financial Modeling
- Risk Management
- Asset Management
- Financial Planning
- Strategic Planning
- Financial Analysis
- Cfp
- Finance
- Financial Reporting
- Investments
- Portfolio Management
- Certified Financial Planner
- Mutual Funds
Matthew Chase Summary
- Matthew Chase, based in Brea, CA, US, is currently a VP Wealth Planner at Fidelity Investments. Matthew Chase brings experience from previous roles at Fidelity Investments. Matthew Chase holds a 2001 - 2007 Finance in Economics @ Brigham Young University. With a robust skill set that includes Microsoft Excel, Financial Services, Business Development, Financial Modeling, Risk Management and more. Matthew Chase has 3 emails and 4 mobile phone numbers on RocketReach.
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