Chase Montgomery Email & Phone Number
Billing Analyst, Asset Management Operations @ Dynasty Financial Partners
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Chase Montgomery Location
- Saint Petersburg, FL, US
Chase Montgomery Work
- Billing Analyst, Asset Management Operations @ (August 2025 - Present)
- oCFO and Asset Management Operations Intern @ (June 2025 - August 2025)
- Equity Research Summer Analyst @ (June 2024 - August 2024)
- ESG Part-Time Analyst @ (August 2023 - June 2024)
- ESG Intern @ (May 2023 - August 2023)
- Equity Research Intern @ (May 2023 - July 2023)
- Event Operations Manager @ Backyard Bouncing (March 2017 - May 2023)
- Training Associate @ (June 2022 - February 2023)
- Human Resources Intern @ (May 2022 - August 2022)
Chase Montgomery Education
- Babson College
Bachelor's degree (Computational & Mathematical Finance)
2021-2025 - Charlotte Latin School
High School Diploma
2017-2021
Chase Montgomery Skills
- Proxy Voting
- FactSet
- Policy Analysis
- Equity Research Analysis
- Equity Research
- Bloomberg
- Computer Information Systems
- HR Consulting
- Interviewing
- Music Production
- Order Processing
- Community Outreach
- Customer Satisfaction
- Retail
- Point of Sale (POS) Systems
- Procurement
- Inventory Management
- Media Planning
- Event Management
- Event Planning
- Financial Risk Management
- Financial Planning
- Recruiting
- Consulting
- Merchandising
- Pricing Analysis
- Customer Service
- Heavy Lifting
- Problem Solving
- Leadership
- Marketing
- Microsoft Excel
- QuickBooks
- Microsoft Word
- Microsoft PowerPoint
- Direct Sales
- Accounting
Chase Montgomery Summary
- Chase Montgomery, based in Saint Petersburg, FL, US, is currently a Billing Analyst, Asset Management Operations at Dynasty Financial Partners. Chase Montgomery brings experience from previous roles at Dynasty Financial Partners, C.L. King & Associates and Granahan Investment Management. Chase Montgomery holds a 2021 - 2025 Bachelor's degree in Computational & Mathematical Finance @ Babson College. With a robust skill set that includes Proxy Voting, FactSet, Policy Analysis, Equity Research Analysis, Equity Research and more. Chase Montgomery has 3 emails and 1 mobile phone numbers on RocketReach.
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