Chase M.

Junior Portfolio Analyst at Capital Forensics, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Chicago, Illinois, United States, US

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Junior Portfolio Analyst
      • Jun 2020 - Present
    • United States
    • Investment Banking
    • 1 - 100 Employee
    • Financial Adviser Internship
      • May 2019 - Dec 2019

      Responsibilities • Involved in pre-client meeting activities including gathering data and assisting with paperwork • Data entry into software used by firm including CRM, Morningstar, and other financial services platforms • Participated in client meetings both face to face as well as teleconference calls • Applied strong time management while working on day to day tasks along with long term projects projects Responsibilities • Involved in pre-client meeting activities including gathering data and assisting with paperwork • Data entry into software used by firm including CRM, Morningstar, and other financial services platforms • Participated in client meetings both face to face as well as teleconference calls • Applied strong time management while working on day to day tasks along with long term projects projects

    • United States
    • Higher Education
    • 700 & Above Employee
    • Catering Kitchen Staff
      • Aug 2016 - Aug 2018

      Responsibilities • Independently prepare meals for local, large scale events • Responsible for overseeing and directing new student employees • Provide on-site assistance for events Responsibilities • Independently prepare meals for local, large scale events • Responsible for overseeing and directing new student employees • Provide on-site assistance for events

    • United States
    • Building Materials
    • 1 - 100 Employee
    • Apprentice Carpenter
      • May 2014 - Aug 2016

      Responsibilities • Taking accurate measurements of stair parts • Assist in stair installation on commercial construction sites • Applied critical thinking skills in order to resolve on site issues • Entrusted with quality control of products to insure customer satisfaction Responsibilities • Taking accurate measurements of stair parts • Assist in stair installation on commercial construction sites • Applied critical thinking skills in order to resolve on site issues • Entrusted with quality control of products to insure customer satisfaction

Education

  • The University of Iowa Tippie College of Business
    Bachelor’s Degree, Finance, General
    2015 - 2019

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