Chase Smith Location
Grand Rapids, MI, US
Chase Smith Work
- 2025 - now Vice President @ Main Management, LLC
- 2024 - 2025 Director of Key Accounts @ Potomac
- 2023 - 2024 Director of Internal Sales @ Potomac
- 2021 - 2023 Internal Sales @ Potomac
- 2020 - 2021 Portfolio Account Manager @ FormulaFolios - Now Brookstone Capital Management
- 2019 - 2020 Back End Lead @ FormulaFolios - Now Brookstone Capital Management
- 2018 - 2019 Advisor Support Specialist @ FormulaFolios - Now Brookstone Capital Management
- 2017 - 2018 Portfolio Analyst @ 2M Financial Group
- 2014 - 2018 Sales Associate @ Macy's
- 2017 - 2017 Student Intern @ New York Life
Chase Smith Education
- University of Michigan-Flint
Bachelor’s Degree (Finance, General)
2013 - 2017
Chase Smith Skills
- Microsoft Office
- Customer Service
- Time Management
- Social Media
- Microsoft Excel
- Sales
Chase Smith Summary
Chase Smith, based in Grand Rapids, MI, US, is currently a Vice President at Main Management, LLC. Chase Smith brings experience from previous roles at Potomac, Potomac Fund Management, Inc. and FormulaFolios. Chase Smith holds a 2013 - 2017 Bachelor’s Degree in Finance, General @ University of Michigan-Flint. With a robust skill set that includes Microsoft Office, Customer Service, Time Management, Social Media, Microsoft Excel and more. Chase Smith has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Main Management, LLC Employees
-
J. Fredericks
Founder and Managing Director at Main Management, LLC
San Francisco, CA, US35+ -
Blaine Docker
Managing Partner at Main Management, LLC
San Francisco, CA, US15 -
Hafeez Esmail
CCO at Main Management, LLC
San Francisco, CA, US15 -
Davis Deboisblanc
Managing Director at Main Management, LLC
California, United States34 -
Andrew Havasy
Vice President Marketing at Main Management, LLC
San Francisco, CA, US21 -
James Maxwell
Partner and Director, Research at Main Management, LLC
California, United States42 -
Robb Weiland
Director at Main Management, LLC
Austin, TX, US35+ -
Jim Taylor
Director at Main Management, LLC
Covington, KY, US13 -
Marissa van Metre
Director at Main Management, LLC
San Francisco, CA, US11 -
Alex Dippery
Investment Research Analyst at Main Management, LLC
San Francisco, CA, US11 -
Chase Smith
Vice President at Main Management, LLC
Grand Rapids, MI, US23
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