
Rick Chase
Regional Client Services Manager with over 20 years of experience in the state & local government retirement plan... | Littleton, Colorado, United States
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Rick Chase’s Emails rc****@cr****.org
Rick Chase’s Phone Numbers No phone number available.
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Rick Chase’s Location Littleton, Colorado, United States
Rick Chase’s Expertise Regional Client Services Manager with over 20 years of experience in the state & local government retirement plan and financial services industry. Excellent at Goverment Relations, Presentations, Participant Education, & Conferences. Extensive experience with Defined Benefit and Defined Contribution plans. Ability to break down complex topics in an easy to understand manner. Additional knowledge of Investments, Taxes, Social Security and Health Insurance including Medicare plans. Presentations of all sizes to employees of Local Governments, Municipalities, Special Districts, School Districts, State Employers, and Judicial Districts. Special emphasis on Local Government retirement plan design and implementation. Long history of providing positive client interactions that build trust, strengthen relationships, and improve processes. Experienced user of Empower's Plan Service Center (PSC) and SalesForce. Skilled at Client Service Management, Data Reporting and Analytics.
Rick Chase’s Current Industry Colorado Retirement Association
Rick
Chase’s Prior Industry
Colorado Pera
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Colorado Retirement Association
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Work Experience

Colorado Retirement Association
Regional Client Services Manager
Fri Nov 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Colorado Pera
Field Education Representative II
Sun Jan 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Oct 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)