Warren Chase
Helping individuals and small business owners make better financial decisions
- Role
- Financial Representative at Strategic Wealth Specialists
- Location
- Mobile, AL, US
- LinkedIn followers
- 500 followers
About Warren Chase
As a Financial Representative, I help individuals, families and business owners get financially organized. I also teach then how to move towards and maintain an overall level of financial BALANCE. Assisting our clients to be world class savers is vital. Our team provides a proactive course of action through uncommon knowledge in regard to our client\'s financials.
Experience
Financial Representative
Apr 2015 — Present · Mobile, AL, US
Education
University of Alabama
Finance
2007 — 2012
Skills
- Public Speaking
- Disability Insurance
- Customer Service
- Financial Analysis
- 401k Rollovers
- Holistic Financial Planning
- Annuity Sales
- Strategic Planning
- Sales
- Finance
- Life Insurance
- Microsoft Office
- Marketing
- Microsoft Excel
- Leadership
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