Chase Caldwell Chfc Clu Awma Email & Phone Number | Chase Caldwell is a growth-oriented professional in the financial services industry, currently serving as Paraplanner at Legacy Wealth Partners. Chase holds esteemed designations including the Chartered Financial Consultant (CHFC) and Chartered Life Underwriter (CLU), demonstrating his continued dedication to excellence Chase brings his background and experience to his role as paraplanner, and is committed to supporting Legacy Wealth Partners as they provide their clients with the resources they need to make financial decisions and help them to make their financial future as successful as they need it to be. He supports the financial advisors in recommending products and strategies designed to meet their clients' current needs, and more importantly, their future needs. CRN202707-679371

Chase Caldwell Chfc Clu Awma

Chase Caldwell is a growth-oriented professional in the financial services industry, currently servi...
Greater Tampa Bay Area, Greater Tampa Bay Area, United States

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Chase Caldwell Chfc Clu Awma’s Email caldwc@danbury.k12.ct.us

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Chase Caldwell Chfc Clu Awma’s Location Greater Tampa Bay Area, Greater Tampa Bay Area, United States

Chase Caldwell Chfc Clu Awma’s Current Industry Legacy Wealth Partners

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Work Experience

Legacy Wealth Partners

Paraplanner

2024-07-01 00:00:00 - Present

Northwestern Mutual

Paraplanner

2023-10-01 00:00:00 - 2024-05-01 00:00:00

Danbury Public Schools

Substitute Teacher

2017-09-01 00:00:00 - 2020-07-01 00:00:00

Waterbury Ct Teachers Federal Credit Union Wctfcu

Membership Development Specialist

2016-08-01 00:00:00 - 2018-04-01 00:00:00

Vivid Events

DJ Assistant

2013-04-01 00:00:00 - 2016-12-01 00:00:00

Social Renaissance

Free Lance Social Media Brand Liaison

2010-10-01 00:00:00 - 2014-07-01 00:00:00

Guitar Center

Customer Service Specialist/Sales Associate

2013-10-01 00:00:00 - 2014-04-01 00:00:00

Explorer Films

Assistant Producer

2011-08-01 00:00:00 - 2013-06-01 00:00:00

Carnival Cruise Lines

Entertainment Staff DJ/MC

2011-10-01 00:00:00 - 2012-03-01 00:00:00

Forever 21

Fashion Consultant/ Customer Service

2010-10-01 00:00:00 - 2011-07-01 00:00:00

Skills

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Languages

No Languages Available

FAQ About Chase Caldwell Chfc Clu Awma

Chase Caldwell Chfc Clu Awma is located at
Greater Tampa Bay Area, Greater Tampa Bay Area, United States

Chase Caldwell Chfc Clu Awma is a Chase Caldwell is a growth-oriented professional in the financial services industry, currently serving as Paraplanner at Legacy Wealth Partners. Chase holds esteemed designations including the Chartered Financial Consultant (CHFC) and Chartered Life Underwriter (CLU), demonstrating his continued dedication to excellence Chase brings his background and experience to his role as paraplanner, and is committed to supporting Legacy Wealth Partners as they provide their clients with the resources they need to make financial decisions and help them to make their financial future as successful as they need it to be. He supports the financial advisors in recommending products and strategies designed to meet their clients' current needs, and more importantly, their future needs. CRN202707-679371

Chase Caldwell Chfc Clu Awma currently works in the Legacy Wealth Partners |

No Languages Available

Chase Caldwell Chfc Clu Awma has prior
experience in the following industries:
Northwestern Mutual | Danbury Public Schools | Waterbury Ct Teachers Federal Credit Union Wctfcu | Vivid Events | Social Renaissance | Guitar Center | Explorer Films | Carnival Cruise Lines | Forever 21

Chase Caldwell Chfc Clu Awma has the following professional experience:
Legacy Wealth Partners | Northwestern Mutual | Danbury Public Schools | Waterbury Ct Teachers Federal Credit Union Wctfcu | Vivid Events | Social Renaissance | Guitar Center | Explorer Films | Carnival Cruise Lines | Forever 21

You can view Chase Caldwell Chfc Clu Awma’s LinkedIn profile at LinkedIn URL

Chase Caldwell Chfc Clu Awma’s work email
addresses are
caldwc@danbury.k12.ct.us

Legacy Wealth Partners |