Corey La Chance
About Corey La Chance
Corey La Chance is a Wealth Strategy Associate at UBS, with previous experience at JPMorgan Chase & Co. and Wells Fargo Advisors. He holds a Bachelor of Science in Business Administration from Chapman University.
Current Role at UBS
Corey La Chance serves as a Wealth Strategy Associate at UBS, a position he has held since 2021. He is based in Plano, Texas, where he focuses on providing wealth management strategies to clients. His role involves analyzing financial data and assisting clients in making informed investment decisions.
Experience at JPMorgan Chase & Co.
Prior to his current position at UBS, Corey La Chance worked as a Client Associate at JPMorgan Chase & Co. since 2019. In this role, he has been responsible for supporting client relationships and managing client accounts in Dallas, Texas. His experience at JPMorgan has contributed to his expertise in client service and financial management.
Previous Positions at Wells Fargo Advisors
Corey La Chance has held multiple positions at Wells Fargo Advisors. He worked as an Operations Clerk for eight months in 2016 in Westwood, California. Following this role, he became a Client Associate from 2017 to 2018 in Newport Beach, California, where he focused on client interactions and operational support.
Educational Background at Chapman University
Corey La Chance studied at Chapman University from 2012 to 2016, where he earned a Bachelor of Science (B.S.) in Business Administration and Management. His education provided him with a solid foundation in business principles and management strategies, which he applies in his professional roles.
Internship and Leadership Roles
During his time at Chapman University, Corey La Chance gained practical experience through various roles. He served as a Financial Analyst Intern at WD, a Western Digital company, for three months in 2015. Additionally, he held positions as a Tutor and an SI Leader from 2014 to 2015, contributing to his leadership and mentoring skills.