Chase Chaldekas, CLU® in

Chase Chaldekas, CLU®

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Co-Owner, Co-Founder, Wealth Management Advisor at Omada Wealth Management
📍 Denver, Colorado, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
18 Years
Current Role
Co-Owner, Co-Founder, Wealth Management Advisor
Job Level
Leadership
Location
Denver, Colorado, United States
Personality Overview

How Chase shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Chase cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

2-2021
Co-Owner, Co-Founder, Wealth Management Advisor
Omada Wealth Management
5-2009
Wealth Management Advisor
Northwestern Mutual
1-2007 - 12-2009
Intern
Morgan Stanley
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2005 - 2009
Bachelors
Regis University
2001 - 2005
Education details unavailable
Evergreen High School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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