Adam Chase
About Adam Chase
Adam Chase serves as the Regional Vice President of Retirement Plan Sales at Transamerica, where he has worked since 2019. He has extensive experience in retirement plan services, having held various roles at John Hancock and holds multiple financial licenses.
Work at Transamerica
Adam Chase serves as the Regional Vice President of Retirement Plan Sales at Transamerica, a position he has held since 2019. In this role, he focuses on developing business strategies for company-sponsored retirement plans. His work involves delivering employee education solutions related to retirement plans, as well as providing plan design analysis and investment benchmarking services. Chase operates primarily in the Greater Boston Area, contributing to the company's growth and client engagement in retirement planning.
Previous Experience at John Hancock
Prior to his role at Transamerica, Adam Chase had an extensive career at John Hancock. He worked as a Director of Business Development in Retirement Plan Services from 2016 to 2019. Before that, he held several positions including Regional Account Manager from 2010 to 2016, Retirement Plan Communication Associate from 2008 to 2010, and Senior Internal Sales Specialist for College Savings from 2006 to 2008. His tenure at John Hancock spanned over a decade, during which he gained significant experience in retirement plan services.
Education and Expertise
Adam Chase studied at the University of New Hampshire from 1999 to 2003, where he completed his undergraduate education. He holds several professional licenses, including FINRA Series 7, 6, and 63 licenses, as well as Variable Life and Variable Annuity Life licenses. This educational background and licensing equip him with the necessary expertise to navigate the complexities of retirement planning and investment strategies.
Background in Finance
Before joining John Hancock, Adam Chase worked at Brown Brothers Harriman as an International Corporate Actions Specialist from 2004 to 2005. This role provided him with foundational experience in finance and corporate actions. His career trajectory reflects a strong focus on retirement plan services and business development within the financial sector.
Community Involvement
Adam Chase is passionate about supporting the Alzheimer's Association, an organization that holds personal significance for him and his wife. His involvement with this organization reflects his commitment to community service and advocacy for important causes.