James (Matt) Chase is currently the VP, Regional Planning Consultant at Fidelity Investments, where they develop sales associates through collaboration and mentoring. Previously, they served in various roles at Fidelity Investments, including Retirement & Investment Services Specialist and Lifetime Solutions Representative, as well as holding positions at TD Ameritrade, where they consulted on annuity opportunities and managed retail client relationships. James earned a Bachelor of Business Administration in Finance from Mays Business School at Texas A&M University.
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