Chase Morales

Client Services Specialist at Pure Financial Advisors, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
San Diego, California, United States, US

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Client Services Specialist
      • Jun 2022 - Present

    • United States
    • Financial Services
    • 700 & Above Employee
    • Associate Service Consultant
      • Jul 2021 - May 2022

      Facilitated new relationships with LPL financial advisors and their clients. Problem solved and used critical thinking to help financial professionals along with mid to high net worth clients. Facilitated new relationships with LPL financial advisors and their clients. Problem solved and used critical thinking to help financial professionals along with mid to high net worth clients.

    • United States
    • Non-profit Organizations
    • 300 - 400 Employee
    • President
      • May 2020 - Mar 2021

      -Lead a chapter of over 100 members during the COVID-19 pandemic -Made decisions day in and day out for the betterment and well being of the chapter and it’s members. -Lead a chapter of over 100 members during the COVID-19 pandemic -Made decisions day in and day out for the betterment and well being of the chapter and it’s members.

    • United States
    • Consumer Services
    • 700 & Above Employee
    • Team Lead
      • May 2019 - Mar 2020

Education

  • San Diego State University
    Bachelor of Science - BS, Business Administration- Finance
    2017 - 2021

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