Chase G. Eagan, Mba

Chase G. Eagan, Mba Email and Phone Number

General Laborer @ Eagan's Regal Evergreens
Newport Beach, CA, US
Chase G. Eagan, Mba's Location
Orchard Park, New York, United States, United States
Chase G. Eagan, Mba's Contact Details

Chase G. Eagan, Mba work email

Chase G. Eagan, Mba personal email

n/a
About Chase G. Eagan, Mba

With a year’s experience in financial services, I actively support clients and wholesalers, manage investment documents, and build portfolio models. I am technically strong and adept at synthesizing information; I know how to analyze and present data so it "tells the story". My ability to collaborate with diverse clients has grown from my international experience as a professional soccer player. I speak conversational Spanish. With my MBA in securities analysis and my in-progress FINRA licensing, I hope to continue to evolve as an investment services professional.

Chase G. Eagan, Mba's Current Company Details
Eagan's Regal Evergreens

Eagan'S Regal Evergreens

View
General Laborer
Newport Beach, CA, US
Employees:
6
Chase G. Eagan, Mba Work Experience Details
  • Eagan'S Regal Evergreens
    General Laborer
    Eagan'S Regal Evergreens
    Newport Beach, Ca, Us
  • Clearplan Financial, Inc.
    Client Associate
    Clearplan Financial, Inc. Feb 2023 - Present
    Orchard Park, New York, United States
    • Manage selected client interactions through follow-up calls for documentation, meetings and inquiries. Complete, compile, and submit all client documents to multiple direct fund and broker-dealer portals. Prepare documents for review by OSJ and Compliance departments for submission.• Providing full administrative support for the transition from the broker-dealer Pershing to Charles Schwab. Assemble all client data and information for completion of Schwab TOD, ACH, account transfer and beneficiary forms. Validate all information for DocuSign sign-off by clients and then upload to RedTail CRM.• Assist financial representatives in day-to-day tasks such as writing emails, gathering portfolio information and updating client information and requests. Also participate in client and fund wholesaler meetings (Fidelity, JP Morgan, Lord Abbett).
  • Eagan'S Regal Evergreens
    General Laborer
    Eagan'S Regal Evergreens Apr 2015 - Present
    Eden, New York, United States
  • Western New York Flash
    Assistant Coach
    Western New York Flash Jan 2023 - Aug 2023
    Buffalo, New York, United States
  • Dick'S Sporting Goods
    Sales Associate
    Dick'S Sporting Goods Jul 2021 - Feb 2023
  • Delaware North
    Sales Associate
    Delaware North Jul 2022 - Jan 2023
    Buffalo, New York, United States
  • Orchard Park Soccer Club Inc
    Coach
    Orchard Park Soccer Club Inc Jan 2020 - Aug 2020
    Orchard Park, New York, United States

Chase G. Eagan, Mba Education Details

Frequently Asked Questions about Chase G. Eagan, Mba

What company does Chase G. Eagan, Mba work for?

Chase G. Eagan, Mba works for Eagan's Regal Evergreens

What is Chase G. Eagan, Mba's role at the current company?

Chase G. Eagan, Mba's current role is General Laborer.

What is Chase G. Eagan, Mba's email address?

Chase G. Eagan, Mba's email address is ch****@****ods.com

What schools did Chase G. Eagan, Mba attend?

Chase G. Eagan, Mba attended Canisius University, University At Buffalo, Orchard Park High School.

Who are Chase G. Eagan, Mba's colleagues?

Chase G. Eagan, Mba's colleagues are Kevin Mohr, Jacob Strusa, Robert Kloss Jd, Cfp®, Kimberly Kowalski, Jonathan Petrie, Cfp®, Christopher D. Urban, Ricp®.

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