Douglas Chasser
Lead Wealth Management Banker at Wells Fargo Private Bank, NMLSR ID: 498856
- Role
- Private Banker at Wells Fargo
- Location
- Palm Beach, FL, US
- LinkedIn followers
- 500 followers
About Douglas Chasser
Experienced Senior Private Banker with a demonstrated history of working in the financial services industry. Strong finance professional with a B.B.A. focused in Business from Stetson and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedThe Private Bank is an experience level for qualifying clients of Wells Fargo Wealth & Investment Management (WIM). WIM offers financial products and services through affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A, Member FDIC.Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Experience
Private Banker
May 2006 — Present
Education
Stetson University
B.B.A., Business
2001 — 2005
Skills
- Series 7
- Series 63
- Retirement Planning
- Investments
- Wealth Management
- Loans
- Private Banking
- Small Business Lending
- Banking
- Retirement
- Credit
- Mutual Funds
- Commercial Lending
- Portfolio Management
- Finance
- Mortgage Lending
- Securities
- Credit Analysis
- Financial Services
- Strategic Financial Planning
- Commercial Banking
- Asset Allocation
- Relationship Management
- Asset Management
- Equities
- Fixed Income
- Financial Analysis
- Risk Management
- Consumer Lending
- Estate Planning
- Insurance
- Loan Origination
- Customer Service
- Lines of Credit
- Investment Advisory
- Mortgage Banking
- Financial Advisory
- Underwriting
- Credit Risk
- Cash Management
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